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NYSE · Consumer Discretionary

LAUDER ESTEE COS INC EL

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers skin care products, including moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, mascaras, and eyeshadows and eyeliners, as well as compacts, brushes, and other makeup tools.

Sources StockAnalysis company profile stockanalysis.com
Package Goods/Cosmetics

Company profile

Business mix

  • The company offers skin care products, including moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products.
  • It also provides fragrance products in various forms comprising parfum, eau de parfum, eau de toilette, eau de cologne, and body spray, as well as lotions, creams, powders, candles and soaps.
  • The company offers its products under the La Mer, Jo Malone London, TOM FORD, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, KILIAN PARIS, BALMAIN Beauty, Estée Lauder, Clinique, M·A·C, The Ordinary, Aveda, Bobbi Brown Cosmetics.
  • It sells its products through department stores, duty-free retailers, specialty multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas, as well as direct-to-consumer businesses across freestanding stores.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 4.25% Buyback -0.51%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 1.9% $569.3M 2026-03-31
Eminence Capital Ricky Sandler 1.1% $50.1M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $50.1M Estimated from net added shares
Reduction amount $125.3M Estimated from net reduced shares
Net share change / base shares -10.8% -1,047,509 / 9,678,460
Eagle Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.5% 13F value change +$139.4M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -6.9% 13F value change +$12.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.7% 13F value change +$123.8M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -9.1% 13F value change -$344.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 9,678,460 Last 4 periods -1,745,859 (-18.0%) Total shares 7,932,601 Value $569.3M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$50.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +698,350 (New) Total shares 698,350 Value $50.1M

Recent mentions

No public mentions.