NYSE · Consumer Defensive · Household & Personal Products · US
Research · Sep 3, 2026
Estée Lauder FY25 (Jun 2025 FYE) at $14.29B revenue (-8%). Net loss -$1.13B; EPS -$3.15. Travel retail still ~15% of sales (-28% YoY in FY25). PRGP playbook delivering gross margin expansion. FY26 guide LSD organic + 165bp OM expansion + reduced discounts.
Research · Aug 25, 2026
Coty scores how often its brands appear in unbranded AI answers; Rimmel UK hit 13.8 and rose from No. 7 to No. 4. Vendors selling the fix have demand, not price.
Research · Apr 10, 2026
L'Oréal's completion of the Kering Beauté acquisition strengthens its luxury beauty arsenal, posing fresh competitive threats to US peers Estée Lauder and Coty amid their ongoing sales and profitability struggles. EL and COTY shares have tumbled 16-32% over three months, with razor-thin margins leaving little room for error. Investors should brace for near-term pressure but eye H2 turnarounds.
