Estée Lauder Partners With Amazon, Shares Trade Lower
Estée Lauder's Amazon Launch: Estée Lauder has officially launched its products in Amazon's Premium Beauty store, including a Virtual Foundation Tool for customers to find their perfect shade online.
Stock Performance: Estée Lauder shares have decreased by 1.96% to $87.51, reflecting a significant decline of over 35% in the past year.
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Earnings Report Impact: Shopify's stock experienced a significant drop following its earnings report, which may cause concern among investors.
Long-term Potential: Despite the short-term decline, analysts suggest that Shopify's long-term growth prospects remain strong, encouraging investors to stay the course.
Market Reactions: The market's reaction to Shopify's earnings highlights the volatility often seen in tech stocks, particularly after earnings announcements.
Investment Strategy: Investors are advised to focus on Shopify's fundamentals and growth strategy rather than reacting impulsively to immediate stock price fluctuations.

- Changing Consumer Landscape: The traditional Chinese luxury consumer, known for their brand obsession, is fading away.
- Emergence of a New Generation: A new group of savvy shoppers is rising, valuing shopping intelligence and experience over mere brand loyalty.
- Potential Refunds: The U.S. Supreme Court is set to rule on February 20 regarding Trump's tariff regime, with a ruling in favor potentially triggering refunds exceeding $130 billion, significantly reshaping American trade policy.
- Increased Household Tax Burden: U.S. households are projected to face an average tax increase of $1,000 in 2025, rising to $1,300 in 2026, highlighting the direct economic impact of tariffs on ordinary citizens.
- Tariff Revenue Figures: According to CBP data, the U.S. collected over $200 billion in tariffs between January 20 and December 15, 2025, with total customs revenue for 2025 estimated at $264 billion, yielding a net gain of approximately $132 billion after accounting for economic drag.
- Market Reaction: Following Trump's April 2025
- CPI Expectations: The consumer price index, set to be released at 8:30 a.m. ET on Friday, is expected to show a month-over-month increase of 0.3% and a year-over-year rise of 2.5%, which could significantly influence market sentiment and lead investors to reassess their risk appetite.
- Moderna Stock Fluctuations: Moderna's shares have surged 50% over the past three months, closing at $40.11 on Thursday, although this remains significantly lower than the pandemic peak of $497, indicating ongoing volatility in biotech stocks that investors are closely monitoring.
- Wendy's Stock Decline: Wendy's shares fell 7.7% on Thursday, down 55% from their 52-week high, highlighting the persistent pressures facing the fast-food industry, which may impact its future market performance.
- Retail Sector Dynamics: The Amplify Online Retail ETF dropped nearly 4% on Thursday, now down 19.5% from its September high, reflecting weakness in the retail market, especially after experiencing five consecutive weeks of declines, which could negatively affect overall consumer confidence.
- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain officers and directors of The Estee Lauder Companies, Inc. breached their fiduciary duties, potentially impacting corporate governance and shareholder rights.
- Legal Relief Options: Long-term shareholders of Estee Lauder may seek corporate governance reforms, fund returns, or court-approved financial incentives, aimed at enhancing transparency and accountability within the company.
- Importance of Participation: Shareholder involvement can improve company policies and oversight mechanisms, thereby enhancing shareholder value and ensuring more effective management of the organization.
- Legal Fee Arrangement: Halper Sadeh LLC will handle the case on a contingency fee basis, meaning shareholders will not incur out-of-pocket legal expenses, thus reducing the financial burden of participating in the rights enforcement process.
- Job Data Expectations: The Bureau of Labor Statistics is set to release January's nonfarm payroll report at 8:30 AM ET, with expectations of 55,000 new jobs, slightly above December's 50,000, yet economists predict weak growth, which could dampen market confidence.
- Ford's Earnings Miss: Ford reported its worst quarterly earnings miss in four years, with adjusted EPS of 13 cents, significantly below the expected 19 cents due to unexpected $900 million tariff costs and a fire at an aluminum plant, but forecasts a rebound in 2026 to restore investor confidence.
- Moderna Vaccine Application Rejected: Shares of Moderna fell over 10% after the FDA refused to review its flu vaccine application, highlighting tightening vaccine regulations despite no specific safety or efficacy issues cited, which may impact the company's market performance.
- Estée Lauder Sues Walmart: Estée Lauder is suing Walmart for selling counterfeit beauty products on its online marketplace, alleging Walmart facilitated these sales, which could negatively affect Walmart's brand image and sales performance.








