
Estee Lauder (EL) Stock Forecast & Price Target
Estee Lauder (EL) Analyst Ratings
Bulls say
Estée Lauder's robust performance in the global prestige beauty market is underscored by strong sales trends, with fragrance sales reflecting resilience and increasing by 14% year-over-year in Q1. The company anticipates total reported sales to rise by 5.0% year-over-year to $15.04 billion in FY26, surpassing market expectations and showcasing organic growth in key segments such as fragrance and skincare. Furthermore, the increasing contribution of online sales, which accounted for 31% of reported sales in FY25, signals a positive trajectory for future revenue generation.
Bears say
Estée Lauder has experienced notable declines in key sales categories, with skin care sales dropping 16.2% year-over-year and hair care showing a 14.5% decrease in the last quarter. The company's travel retail business in Asia has been particularly weak, contributing to an overall negative outlook, as the segment fell 28% in FY25 and only began to return to growth in the first quarter of FY26. Additionally, while the fiscal year 2026 sales outlook remains in line with earlier expectations, the earnings per share (EPS) fell below consensus estimates, indicating potential financial challenges ahead.
This aggregate rating is based on analysts' research of Estee Lauder and is not a guaranteed prediction by Public.com or investment advice.
Estee Lauder (EL) Analyst Forecast & Price Prediction
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