Estee Lauder's stock rises amid profit recovery plan
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 05 2026
0mins
Should l Buy EL?
Source: NASDAQ.COM
Estee Lauder Companies Inc's stock increased by 5.02% as it crossed above the 5-day SMA, reflecting positive market activity.
The surge is attributed to the company's launch of an expanded Profit Recovery and Growth Plan (PRGP), aimed at restoring margins and supporting sustainable sales growth. This strategic initiative is expected to significantly enhance the company's financial performance, particularly as its online business demonstrated double-digit growth in Q1 FY2026, indicating a strong digital transformation.
This positive movement aligns with broader market strength, as the S&P 500 rose slightly by 0.02%. Investors are likely to respond favorably to Estee Lauder's proactive measures, which could further bolster confidence in the company's future growth prospects.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy EL?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on EL
Wall Street analysts forecast EL stock price to fall
18 Analyst Rating
8 Buy
9 Hold
1 Sell
Moderate Buy
Current: 111.600
Low
70.00
Averages
106.76
High
130.00
Current: 111.600
Low
70.00
Averages
106.76
High
130.00
About EL
The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its product categories include skin care, makeup, fragrance, hair care and others. Its products are sold in approximately 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include lipsticks, lip glosses, mascaras, foundations and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Kenvue Q4 Results Exceed Expectations, Stock Rises
- Earnings Beat: Kenvue reported Q4 adjusted EPS of $0.27, surpassing the $0.22 estimate, with revenue of $3.78 billion reflecting a 3.2% year-over-year increase, indicating robust growth in the consumer health sector.
- Price Target Increases: Following the earnings report, several analysts raised Kenvue's stock price targets to the $18-$20 range, reflecting optimistic market sentiment and contributing to the stock's upward movement.
- Acquisition Restructuring: Kenvue entered a definitive merger agreement with Kimberly-Clark for approximately $48.7 billion in cash and stock, planning a global restructuring that includes a 3.5% workforce reduction and an anticipated $250 million in pre-tax charges by 2026, which will impact operational dynamics.
- Transaction Progress Monitoring: The transaction is expected to close in the second half of 2026, with investors closely monitoring the acquisition's progress and its potential impact on Kenvue's future growth, particularly in the competitive personal care market.
See More
Kenvue Q4 Results Exceed Expectations Amid Acquisition Plans
- Strong Earnings Beat: Kenvue reported Q4 adjusted EPS of $0.27, surpassing the $0.22 estimate, with revenue of $3.78 billion reflecting a 3.2% year-over-year increase, indicating robust performance in the consumer health sector.
- Price Target Increases: Following the earnings report, several analysts raised Kenvue's stock price targets to the $18-$20 range, reflecting optimistic market sentiment regarding the company's growth potential, which may further boost investor confidence.
- Acquisition Progress: Kenvue has entered into a definitive merger agreement with Kimberly-Clark for approximately $48.7 billion in cash and stock, expected to close in the second half of 2026, which will reshape the company's market position and drive long-term growth.
- Restructuring Plans: In conjunction with the acquisition, Kenvue announced a global restructuring plan that includes a 3.5% workforce reduction and an anticipated $250 million in pre-tax charges for 2026, which will impact short-term financial performance but aims to enhance long-term operational efficiency.
See More
eBay Acquires Depop, the Popular Secondhand Clothing Platform Among Gen Z, for $1.2 Billion
- eBay's Acquisition: eBay plans to acquire Depop, a popular secondhand clothing platform among Gen Z, for $1.2 billion in cash.
- Source of Acquisition: The purchase is being made from Etsy, an online marketplace known for handmade and vintage items.
See More
eBay Acquires Depop, the Popular Secondhand Clothing Platform Among Gen Z, for $1.2 Billion
- eBay's Acquisition: eBay plans to acquire Depop, a popular secondhand clothing platform among Gen Z, for $1.2 billion in cash.
- Source of Acquisition: The purchase is being made from Etsy, an online marketplace known for handmade and vintage items.
See More
Meta Dominates the Smart Glasses Market: Exploring the Potential for Growth.
- Meta's Smart Glasses Success: Meta Platforms has developed a successful smart glasses business, indicating a strong foothold in the market.
- Mainstream Adoption Challenge: The company faces the challenge of making the product mainstream before competitors can catch up.
See More
Shopify Faces Challenges Amid Software Concerns, But Wall Street Recommends Buying.
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.
See More
Kenvue Q4 Results Exceed Expectations, Stock Rises
- Earnings Beat: Kenvue reported Q4 adjusted EPS of $0.27, surpassing the $0.22 estimate, with revenue of $3.78 billion reflecting a 3.2% year-over-year increase, indicating robust growth in the consumer health sector.
- Price Target Increases: Following the earnings report, several analysts raised Kenvue's stock price targets to the $18-$20 range, reflecting optimistic market sentiment and contributing to the stock's upward movement.
- Acquisition Restructuring: Kenvue entered a definitive merger agreement with Kimberly-Clark for approximately $48.7 billion in cash and stock, planning a global restructuring that includes a 3.5% workforce reduction and an anticipated $250 million in pre-tax charges by 2026, which will impact operational dynamics.
- Transaction Progress Monitoring: The transaction is expected to close in the second half of 2026, with investors closely monitoring the acquisition's progress and its potential impact on Kenvue's future growth, particularly in the competitive personal care market.
See More
Kenvue Q4 Results Exceed Expectations Amid Acquisition Plans
- Strong Earnings Beat: Kenvue reported Q4 adjusted EPS of $0.27, surpassing the $0.22 estimate, with revenue of $3.78 billion reflecting a 3.2% year-over-year increase, indicating robust performance in the consumer health sector.
- Price Target Increases: Following the earnings report, several analysts raised Kenvue's stock price targets to the $18-$20 range, reflecting optimistic market sentiment regarding the company's growth potential, which may further boost investor confidence.
- Acquisition Progress: Kenvue has entered into a definitive merger agreement with Kimberly-Clark for approximately $48.7 billion in cash and stock, expected to close in the second half of 2026, which will reshape the company's market position and drive long-term growth.
- Restructuring Plans: In conjunction with the acquisition, Kenvue announced a global restructuring plan that includes a 3.5% workforce reduction and an anticipated $250 million in pre-tax charges for 2026, which will impact short-term financial performance but aims to enhance long-term operational efficiency.
See More
eBay Acquires Depop, the Popular Secondhand Clothing Platform Among Gen Z, for $1.2 Billion
- eBay's Acquisition: eBay plans to acquire Depop, a popular secondhand clothing platform among Gen Z, for $1.2 billion in cash.
- Source of Acquisition: The purchase is being made from Etsy, an online marketplace known for handmade and vintage items.
See More
eBay Acquires Depop, the Popular Secondhand Clothing Platform Among Gen Z, for $1.2 Billion
- eBay's Acquisition: eBay plans to acquire Depop, a popular secondhand clothing platform among Gen Z, for $1.2 billion in cash.
- Source of Acquisition: The purchase is being made from Etsy, an online marketplace known for handmade and vintage items.
See More
Meta Dominates the Smart Glasses Market: Exploring the Potential for Growth.
- Meta's Smart Glasses Success: Meta Platforms has developed a successful smart glasses business, indicating a strong foothold in the market.
- Mainstream Adoption Challenge: The company faces the challenge of making the product mainstream before competitors can catch up.
See More
Shopify Faces Challenges Amid Software Concerns, But Wall Street Recommends Buying.
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.
See More
