Estee Lauder
About: Estée Lauder is a leader in the global prestige beauty market, participating across skin care (51% of fiscal 2024 sales), makeup (29%), fragrance (16%), and hair care (4%) categories, with top-selling brands such as Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 30% of revenue from the Americas, 39% from Europe, the Middle East and Africa (including travel retail), and 31% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Employees: 57,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
25% more capital invested
Capital invested by funds: $13.9B [Q1] → $17.4B (+$3.51B) [Q2]
23% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 103
13% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 9 (+1) [Q2]
11% more repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 266
1.58% more ownership
Funds ownership: 90.18% [Q1] → 91.77% (+1.58%) [Q2]
1% more funds holding
Funds holding: 775 [Q1] → 784 (+9) [Q2]
4% more call options, than puts
Call options by funds: $832M | Put options by funds: $802M
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Deutsche Bank Steve Powers | 12%upside $100 | Buy Maintained | 21 Aug 2025 |
JP Morgan Andrea Teixeira | 11%upside $99 | Overweight Maintained | 21 Aug 2025 |
RBC Capital Nik Modi | 20%upside $107 | Outperform Maintained | 21 Aug 2025 |
Telsey Advisory Group Dana Telsey | 11%upside $99 | Market Perform Maintained | 21 Aug 2025 |
Canaccord Genuity Susan Anderson | 4%downside $85 | Hold Maintained | 18 Aug 2025 |
Financial journalist opinion
Based on 32 articles about EL published over the past 30 days
