Estee Lauder price target lowered to $60 from $75 at UBS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 17 2025
0mins
Should l Buy EL?
Price Target Adjustment: UBS analyst Peter Grom has reduced Estee Lauder's price target from $75 to $60, maintaining a Neutral rating due to deteriorating consumer demand and an uncertain tariff environment.
Earnings Season Outlook: UBS finds the earnings season for consumer staples challenging but favors companies with strong fundamental visibility, highlighting Coca-Cola, Keurig Dr Pepper, Celsius, Monster Beverage, and Church & Dwight as well-positioned.
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Analyst Views on EL
Wall Street analysts forecast EL stock price to rise
18 Analyst Rating
8 Buy
9 Hold
1 Sell
Moderate Buy
Current: 73.290
Low
70.00
Averages
106.76
High
130.00
Current: 73.290
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 products are sold in over 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, and BALMAIN Beauty. 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 foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, and mascaras, eyeshadows and eyeliners.
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.
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- Committee Rules: The committee's rules require a week's notice before the hearing, and the lack of submitted paperwork from Warsh has prevented formal notification, potentially impacting the transition of leadership at the Federal Reserve.
- Current Chair's Term: Jerome Powell's term as Federal Reserve Chair is set to end in May, and the delay in Warsh's nomination could affect market expectations regarding the continuity of Fed policies, increasing market volatility.
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- Complex Financial Disclosures: Warsh's financial situation is complicated as he is married to Estée Lauder heir Jane Lauder, whose net worth is estimated at $1.9 billion, and his 2006 financial disclosures listed nearly 1,200 assets, most of which were held by his wife.
- Uncertain Confirmation Path: While the Trump administration is optimistic about Warsh's confirmation, his path is unclear due to Senator Thom Tillis's blockade, who refuses to vote for any Fed nominee until the Department of Justice drops its criminal probe into current Chair Jerome Powell.
- Transition Pressure: With Powell's term ending on May 15, National Economic Council Director Hassett expressed confidence that Warsh will be in place by then, but current political resistance may hinder this timeline.
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- Shareholder Rights Investigation: Halper Sadeh LLC is investigating whether certain executives at Estee Lauder breached their fiduciary duties, which could impact corporate governance and shareholder rights.
- Legal Fee Arrangement: The firm promises to handle cases on a contingent fee basis, meaning shareholders will not incur out-of-pocket legal fees, thus lowering the financial barrier to participation.
- Importance of Shareholder Involvement: Shareholder participation can drive improvements in company policies and oversight mechanisms, enhancing transparency and accountability, ultimately increasing shareholder value.
- Global Investor Representation: Halper Sadeh LLC represents investors worldwide, focusing on combating securities fraud and corporate misconduct, having successfully recovered millions of dollars for defrauded investors.
See More
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- Declining Sales: Nexcom's sales have dropped 19% over the past 12 years, reaching the lowest level in nearly 20 years in fiscal 2024, indicating a loss of market share to retail giants like Walmart and Amazon, which could adversely affect the welfare of sailors and their families.
- Reduced Profit Distribution: Between fiscal 2013 and fiscal 2024, dividends generated by Nexcom fell from $51.9 million to $29.8 million, a 43% decline, meaning significantly less funding for morale and welfare programs that support sailors, potentially impacting their morale and family support.
- Implementation of Turnaround Plan: In 2020, Nexcom hired retail consultant Melissa Gonzalez and plans to invest $80 million over the next three years to renovate stores under the
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New Target Price: The new target price is set at $75, down from the previous $90.
See More
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- Voting Rights Distribution: The Puig family holds 93% of the voting rights in their company, while the Lauder family controls 82%, which will significantly influence the governance structure of the merged entity.
- Significant Market Potential: If the merger proceeds, it could create one of the world's largest luxury beauty groups with an enterprise value of approximately $40 billion and annual sales nearing $20 billion, leveraging Estée Lauder's skincare and makeup scale alongside Puig's fragrance and brand-building strengths.
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See More
