The Estee Lauder Companies, Inc.

  • Two of These Three Firms Have a Lock on Emerging Markets

    By Phillip Woolgar - August 19, 2013 | Tickers: AVP, CL, EL

    While the developing world hasn't shown the type of prosperity many economists predicted, no one said that growth would happen overnight. So despite the recent stagnant growth in these nations, it is still important for consumer goods companies to establish their footing now in order to realize the massive profits that will come when these economies really gain momentum.

    Estee Lauder is already profiting in Africa

    Estee Lauder Companies more »

  • Follow This Cosmetics and Beauty Giant Into Africa

    By Chris Katje - August 16, 2013 | Tickers: COTY, LRLCY.PK, EL

    Cosmetics and beauty products giant The Est (NYSE: EL), also known as Estee Lauder, is advancing its presence in several key African regions. The growth of the middle class in Africa and the sudden demand for premium beauty brands creates a key investment opportunity for The Est, commonly known as Estee Lauder.

    Growth in Africa
    Estee Lauder will bring its popular Clinique and MAC brands to sub-Saharan Africa. Back in more »

  • Getting Revved Up for Makeup

    By Marshall Hargrave - August 12, 2013 | Tickers: AVP, REV, EL

    After Revlon (NYSE: REV) surged some 7% earlier last week, it's time for investors to take a close look at the consumer-discretionary industry that is makeup. Earlier this week, Revlon announced plans to reacquire The Colomer Group for $660 million. This is a big move for Revlon, which is a $1.3 billion company, much smaller than major peers.

    Estee Lauder (NYSE: EL) is one of the top manufacturers more »

  • Buy These Bold Calls on Cheap Stocks?

    By AnnaLisa Kraft - August 9, 2013 | Tickers: ADSK, EL, WYNN

    Goldman Sachs released its list of 40 undervalued stocks on August 7. According to Goldman there is upside of over 20% for names on their list  Three bold calls are The Est (NYSE: EL), formerly known as Estee Lauder, Wynn Resorts (NASDAQ: WYNN), and Autodesk (NASDAQ: ADSK).

    A 3-D bargain

    Autodesk is the only 3-D related name in the list. Autodesk is a name that in my opinion is the more »

  • What Is the Most Beautiful Investment of Them All?

    By Dan Moskowitz - August 9, 2013 | Tickers: AVP, IFF, EL

    Everyone in the world wants to look beautiful. If they can’t look beautiful, then they at least want to feel beautiful. This has led to success for companies like Estee Lauder (NYSE: EL), International Flavors & Fragrances (NYSE: IFF), and Avon Products (NYSE: AVP).

    These three companies might sell different products, but they all cater to the beauty-conscious consumer. As you might already know, the domestic market has matured. Demand more »

  • Beauty Is Big Business for These Companies

    By Eileen Rojas - July 26, 2013 | Tickers: AVP, NUS, EL

    Making people look good is a big business. In fact, in 2012, the cosmetics industry was worth $68.7 billion in the U.S. and $433.4 billion overseas. Sales forecasts show annual growth of 3% to 5% over the next five years and, by 2017, are expected to reach $81.7 billion in the U.S. and $562.9 billion worldwide. The success of the cosmetics and personal care more »

  • What Beauty and Brains Can Buy You

    By AnnaLisa Kraft - July 22, 2013 | Tickers: NUS, EL, ULTA

    According to a YWCA position paper, Beauty At Any Cost, women spend an average of $100 per month on beauty (including procedures and services) for a total of $7 billion per year in the US spent on cosmetics and a worldwide total of $250 billion annually.

    It's not likely to decrease as women want to look good and economically need to look good. An infographic featured on trendhunter.com more »

  • Investors Could Use Some Make Up

    By Vanina Egea - July 17, 2013 | Tickers: AVP, IFF, EL

    Beauty is a valuable commodity, and emerging markets will further fuel profits for beauty suppliers. But are companies hitting the key on changing markets? And, most importantly, are they cashing in on those changes? With different success, Avon (NYSE: AVP), Flavors & Fragrances (NYSE: IFF), and Estee Lauder (NYSE: EL) have done it.

    Emerging markets are key

    Leader in skin care, makeup, fragrance, and hair care, Estèe Lauder focuses on high-end more »

  • Watch Out with This Cash-Out IPO

    By Federico Zaldua - June 17, 2013 | Tickers: COTY, LRLCY.PK, EL

    Investors did not show much enthusiasm at Coty's (NYSE: COTY) recent IPO. The fragrances and cosmetics company raised  $1 billion by selling shares at $17.50 apiece and the stock's price still remains idle. There were two primary reasons for the lack of interest among investors.

    First of all, the IPO was a cash-out from the company's owners. Mr Benckiser, Coty’s biggest shareholder and the holding more »

  • Is This Leading Fragrance Company a Buy?

    By Anh HOANG - June 17, 2013 | Tickers: AVP, COTY, EL

    Coty (NYSE: COTY) recently became a publicly traded company, raising less than $1 billion. The company has a long operating history, dating back more than a century ago when it was founded by a French perfumer. Normally, I do not like to participate in IPOs due to the fact that in majority of the IPO cases, the IPO prices are not cheap at all. However, as Coty has a leading more »

  • A Case for Investing in Avon

    By Ashit Gulati - June 16, 2013 | Tickers: AVP, REV, EL

    Avon Products' (NYSE: AVP) sales and overall earnings witnessed a heavy decline during the last two years, however, the company considers 2013 its year of transition. It is making special efforts to prop up sales and revamp its cost structure. A recent increase in earnings estimates for Avon was underpinned by higher-than-expected bottom-line performance during the first quarter of 2013.

    Investors with a long-term investment horizon should hold on to more »

  • Betting on Make-Up

    By Federico Zaldua - June 7, 2013 | Tickers: RDEN, SSDOY.PK, EL

    The cosmetics market is poised to grow during the coming decades. As emerging markets such as Brazil, Mexico, India, and China grow, the number of middle income families soars. Once families become richer, their consumption patterns change. According to Nielsen, cosmetics are one of the first categories that families include in their portfolio when they feel richer. The reason? Women are usually the ones in charge of going to the more »

  • Will This IPO Be the Fairest of All?

    By AnnaLisa Kraft - June 1, 2013 | Tickers: RDEN, EL, ULTA

    Coty, the global beauty and fragrance company, should IPO in the next few weeks. Beauty names like The Est (NYSE: EL), Elizabeth Arden (NASDAQ: RDEN) and Ulta Salon,Cosmetics, & Fragrance (NASDAQ: ULTA) have been on fire the last couple years so interest is high in Coty as another chance for upside in this sector.

    The debut of the season

    According to Women's Wear Daily this IPO is reputedly worth more »

  • The Search for Immortality - Spawning Great Investments in Any Era

    By Brenda Johnson - May 29, 2013 | Tickers: AVP, LRLCY.PK, EL

    There are few market drivers as strong as the desire to remain "forever young," and many smart companies in the personal care and health care space are capitalizing on this.  Now that the infamous Baby Boomers are greying, or at least starting to pull out the first grey hairs with tweezers, this trend has hit a fever pitch.

    A post detailing all of the stocks riding on making Aunt Mable more »

  • Which Cosmetic Company Will Conquer Emerging Markets?

    By Damian Illia - May 15, 2013 | Tickers: AVP, REV, EL

    Competition in the cosmetics industry is getting tough. There is an ongoing race taking place among the largest companies in order to gain presence in the developing world, where markets still grow. Let’s analyze the strategy and performance of three players in the industry.

    Avon: Promising new fiscal year

    Avon (NYSE: AVP) is the world’s largest direct seller, providing cosmetics, fragrances, toiletries, jewelry, and accessories through 6.2 more »

  • Selling the Sizzle and Sell the Fizzle

    By AnnaLisa Kraft - May 15, 2013 | Tickers: RDEN, PG, REV, EL

    According to a French scientific abstract,  women use make-up for two completely different reasons, camouflage or seduction. Whatever the reason, beauty is a multi-billion dollar business globally and investors should get in on the action. Markup on cosmetics and fragrances can range from 15% to several hundred percent.

    There is barely an inch of a woman's exterior body that some potion can't "improve," from the size of pores more »

  • Why is the Market in Love With This Beauty Play?

    By Lee Samaha - May 13, 2013 | Tickers: PG, REV, EL

    To be or not to be? To buy or not to buy? That is our question with The Estee Lauder Companies (NYSE: EL). Whether it is nobler in the mind to suffer not buying a stock that that the market loves, or to take arms against a high valuation, revenue forecasts at the bottom end of guidance, and a management initiative that thus far isn’t quite going as planned more »

  • Two Biggest Consumer Goods Positions in Robert Karr's Portfolio

    By Anh HOANG - April 20, 2013 | Tickers: DANOY.PK, MJN, EL

    In the previous article, I have talked about two biggest technology positions, Google and Baidu, in Joho Capital’s portfolio, managed by one of the Tiger Cubs Robert Karr. His investment record is quite exceptional, returning more than a 22% compounded return in the period of 1996 – 2010. Although he is investing significantly in technology stocks, he also loves the consumer goods industry.

    There are two consumer goods companies, which more »

  • Two Biggest Consumer Goods Positions in Robert Karr's Portfolio

    By Anh HOANG - April 17, 2013 | Tickers: DANOY.PK, MJN, EL

    In the previous article, I have talked about two biggest technology positions, Google and Baidu, in Joho Capital’s portfolio, managed by one of the Tiger Cubs Robert Karr. His investment record is quite decent, returning more than 22% in the period of 1996 – 2010. Although he is investing significantly in technology stocks, he also loves the consumer goods industry.

    There are two consumer goods companies, which he seems to more »

  • Is Procter & Gamble a Buy?

    By Meena Krishnamsetty - April 11, 2013 | Tickers: CL, JNJ, KMB, PG, EL

    Despite the fact that it is a consumer staple stock (with a beta of 0.3), Procter & Gamble (NYSE: PG) has outperformed the S&P 500 over the last year with the stock rising by 16%. In the second quarter of the personal product company’s fiscal year (the quarter ended Dec 2012), it experienced only a 2% increase in sales compared to the same period in the previous fiscal more »

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