Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

Estee Lauder Companies Cl A / Equity Bottom-Up

<ul>
<li>Estée Lauder continues to make new lows as risks related to its premium valuation and business concentration materialize.</li>
<li>Estée Lauder's return on capital is also facing long-lasting headwinds.</li>
<li>The company will remain too richly priced for the time being, according to the company's CEO.</li>
</ul>


Estée Lauder continues to make new lows as risks related to its premium valuation and business concentration materialize.
Estée Lauder's return on capital is also facing long-lasting headwinds.
The company will remain too richly priced for the time being, according to the company's CEO.


Estee Lauder: Premium Valuations Are Not Always Justified

We aggregate key quotes from earnings, The Transcript

The Transcript

We aggregate key quotes from earnings

Aggregate Key Quotes from Earnings

Thematic (Sector/Industry)

<p>The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.</p>

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of the hardest-hit industries' activity is beginning to tick back up above 2019 levels. Along with that boom, there are clear signs of inflation and concerns about overheating. Even Janet Yellen seemed concerned for a few hours last week.

United States

The Estee Lauder Companies Inc. manufactures and markets a wide range of skin care, makeup, fragrance, and hair care products.  The Company's products are sold in countries and territories around the world.

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Estee Lauder Companies Cl A (EL US)

Estee Lauder: Premium Valuations Are Not Always Justified

Estée Lauder continues to make new lows as risks related to its premium valuation and business concentration materialize. Estée Lauder's return on...

Vladimir Dimitrov, CFA

The Transcript 05.10.21: Pent-up Demand

The economy is booming and everyone should enjoy it. The American economy is benefitting from tremendous amounts of pent-up demand and in some of...

The Transcript

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)