The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. The company also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. It offers its products under the Estée Lauder, Clinique, Origins, M·A·C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, TOM FORD, Too Faced, Dr.Jart+, and The Ordinary brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and duty-free locations. The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York.

У Estee Lauder сильный брендовый фундамент сочетается с заметно более дорогой оценкой, чем у отрасли, и это ограничивает потенциал переоценки. Выручка в TTM достигла 4.23 млрд, а валовая прибыль 3.24 млрд, что поддерживает очень высокий gross margin 74.34% и говорит о сильной ценовой власти и премиальном позиционировании. При этом операционная рентабельность остаётся слабой: operating margin 3.31% ниже отраслевой медианы, а чистая прибыль 162 млн выглядит скромно на фоне выручки и капитала. Показатели ROE, ROA, ROI и net profit margin в данных фактически не подтверждают устойчивую высокую доходность капитала, что снижает качество прибыли как драйвера оценки. Долговая нагрузка остаётся существенной: debt/equity 1.82 значительно выше медианы, long-term debt около 7.32 млрд, а это повышает чувствительность к ставкам и к любому ухудшению маржи. Ликвидность выглядит приемлемо: current ratio 1.36 и quick ratio 1.00 не указывают на острую краткосрочную напряжённость, cash on hand 3.08 млрд даёт запас прочности. С точки зрения мультипликаторов картина неоднозначная: P/S 2.58, P/B 7.11 и P/FCF 26.23 остаются высокими относительно отрасли, то есть рынок уже платит премию за качество и бренд. На этом фоне снижение мультипликаторов по сравнению с более ранними значениями выглядит скорее нормализацией, чем сигналом явной недооценки. Дивидендная доходность 0.39% невысока и не является сильным аргументом в пользу переоценки акций. Позитивом остаются рост gross profit, восстановление operating income и наличие положительного EBITDA, но этого пока недостаточно, чтобы оправдать премиальные мультипликаторы. В целом фундаментал поддерживает инвестиционный кейс компании как качественного потребительского бренда, но высокая оценка, слабая рентабельность по чистой прибыли и заметный долг требуют осторожности. Поэтому целевой прогноз логично немного снизить, сохранив умеренно позитивный взгляд на долгосрочную устойчивость бизнеса, но без агрессивного апсайда.

Estee Lauder Companies, Inc. (The)

Сильный индекс, незначительно упал. Быки в растерянности.

Strong index, slightly down. The bulls are confused.

Сильный индекс, без изменений. Рынок на стороне быков.

Strong index, flat. The market is on the bulls' side.

Средний индекс, незначительно упал. Приток средств в лонги снизился, но остается положительным.

Medium index, slightly down. The inflow of funds into longs has decreased, but remains positive.

Сильная валовая маржа и бренд поддерживают кейс EL, но высокая оценка, слабая чистая рентабельность и заметный долг ограничивают потенциал роста.

Helen of Troy Limited HELE is relying on innovation as a key lever to strengthen its brand portfolio. On its fourth-quarter fiscal 2026earnings call management highlighted product development and digital capabilities as central to its brand-building strategy, noting that products offering style, utility and personalization continue to resonate with consumers.
The company is accelerating launches aimed at addressing evolving consumer preferences. In Home & Outdoor, Hydro Flask expanded its Micro Hydro franchise with additional sizes and introduced redesigned soft coolers and totes focused on enhanced comfort and durability. OXO is broadening its presence into adjacent categories such as food storage and feeding, while Osprey continues to expand its technical pack offerings for hiking, backpacking and travel.
Innovation remains a major driver in Beauty & Wellness. Revlon’s VersaStyler, launched exclusively at Walmart, has seen early demand surpass expectations with its time-saving all-in-one design. Curlsmith introduced the Curl Fit Reviving Mist, while Olive & June expanded its assortment with new press-on nails featuring hand-painted charms and seasonal colors. Several beauty brands also received recognition through Glamour’s 2026 Best of Beauty Awards.
Beyond product introductions, Helen of Troy is investing in AI-enabled solutions, automation and social commerce platforms such as TikTok Shop and Meta Shop to strengthen consumer engagement. The company is also enhancing analytics and advanced planning capabilities to improve responsiveness and support innovation-led brand development.
These initiatives have been reflected across brands, including Revlon, Olive & June, OXO and Hydro Flask, where new product introductions and consumer engagement efforts were notable during the latest quarter.
Helen of Troy’s Zacks Rank & Share Price Performance
Shares of this Zacks Rank #2 (Buy) company have gained 13.2% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 0.7% and 3%, respectively. HELE has also outperformed the S&P 500 index’s decline of 0.8% during the same period.
HELE Stock's Past Month Performance
Image Source: Zacks Investment Research
Is Helen of Troy a Value Play Stock?
HELE trades at a forward price-to-earnings ratio of 7.64X, notably below the industry and the sector’s average of 19.34X and 16.68X, respectively. This valuation positions the stock at a modest discount relative to both its direct peers and the broader consumer staples sector.
HELE P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Other Top-Ranked Stocks
The Estee Lauder Companies Inc. EL manufactures, markets and sells skin care, makeup, fragrance and hair care products worldwide. It holds a Zacks Rank of 2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Estee Lauder’s current financial-year sales and earnings indicates growth of 4.5% and 59.6%, respectively, from the prior-year reported levels. EL delivered a trailing four-quarter earnings surprise of 39.1%, on average.
Tyson Foods, Inc. TSN operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken and Prepared Foods. TSN currently carries a Zacks Rank of 2. TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.
The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales and earnings indicates growth of 4.7% and 1.9%, respectively, from the year-ago reported numbers.
Hormel Foods Corporation HRL develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.
The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 5.8%, respectively, from the prior-year reported levels.
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How Innovation is Strengthening Helen of Troy's Brand Portfolio

Key Points
E.l.f. Beauty continues outperforming competitors through acquisitions, international expansion, and consistent double-digit growth.
Vita Coco dominates coconut water, combining market leadership, profitability, and significant global growth opportunities.
Both companies possess strong brands, expanding footprints, and business models built for long-term compounding.
Not every growth story in consumer goods is about a trillion-dollar retailer or a legacy brand defending market share. Some of the most durable compounders are quieter companies with dominant category positions, expanding international footprints, and a brand identity that is genuinely becoming generational.
These tickers are worth owning through whatever the market throws at them.
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E.l.f. Beauty: The company that keeps outgrowing the cosmetics industry
E.l.f. Beauty (NYSE: ELF) has done something most consumer or cosmetic companies only manage for a quarter or two: It has delivered double-digit net sales growth for 29 consecutive quarters. That is proof that its business model actually works at scale.
What makes e.l.f. Beauty a true growth stock rather than just a popular brand is how it thinks about building a portfolio, despite a rough market. The core e.l.f. Cosmetics line -- affordable, cruelty-free, on-trend -- is the foundation.
Layered on top is Naturium, a high-performance skincare brand acquired in 2023, and rhode, Hailey Bieber's skin-focused lifestyle brand, acquired in 2025 for $1 billion. The rhode deal is not just about adding revenue. It gives e.l.f. Beauty access to a different consumer entirely, one willing to pay premium prices and who has a different relationship with beauty than the Target shopper who discovered e.l.f. a decade ago. Buying culturally resonant brands at the right moment is something very few consumer companies execute well. So far, e.l.f. Beauty is doing it.
For fiscal year 2026, ended March 31, the company reported net sales of $1.64 billion, up 25% year over year, with all five of its brands growing. That 25% top-line growth is what separates e.l.f. Beauty from the legacy beauty companies it competes against. L'Oréal and Estée Lauder are fighting to hold single-digit growth in the same category. E.l.f. Beauty is lapping them.
International revenue is becoming a real engine -- the company has been expanding shelf presence in Europe, Canada, and emerging markets, and rhode gives it a prestige-tier brand to push into channels the core e.l.f. line couldn't fully access.
2. The Vita Coco Company
The Vita Coco Company (NASDAQ: COCO) is not a name that often appears on growth-stock watch lists. It sells coconut water. That's not the kind of business that generates buzz. But the numbers coming out of this company in 2026 are the kind that draw a second look, especially when you consider that consumer spending numbers are cracking.
In Q1 2026, Vita Coco reported net sales of $180 million -- up 37% year over year -- beating Wall Street's expectations by more than 22%. Volume in actual case equivalents grew 30.2%, which means the growth is not a pricing illusion. The company then raised its full-year 2026 net sales guidance to between $720 million and $735 million. Operating margin expanded from 14.7% to 18.7% in the quarter. What makes this worth holding for a lifetime is not just the quarter -- it's the structural position the company occupies.
Vita Coco holds approximately 51% to 52% of the U.S. branded coconut water market -- nearly triple its nearest rival. That kind of category dominance in a market projected to grow from $5 billion today to $19 billion by 2033 is a compounding machine. The global coconut water opportunity is still early, and Vita Coco has the brand recognition, distribution infrastructure, and production scale to capture a disproportionate share of it. European retail sales grew 57% in Q1 2026 alone -- a market where natural hydration is an earlier-stage trend than it is in the U.S.
The company also manufactures coconut water for major retailers' private-label store brands. Most investors don't realize the same company behind the branded product is also supplying the cheaper shelf alternative.
That dual presence is hard to replicate, provides scale advantages branded-only competitors don't have, and creates a floor on volume even when branded competition intensifies. With virtually no debt, nearly $200 million in cash, and full-year guidance raised at least once already this year, this is a profitable, growing business in a category with a long runway.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Growth Stocks Worth Buying Through the Volatility and Holding for a Lifetime

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Janus Henderson Group plc JHG: This asset management company has seen the Zacks Consensus Estimate for its current year earnings increasing 10.8% over the last 60 days.
Janus Henderson Group plc Price and Consensus
The Gap, Inc. GPS: This apparel retail company has seen the Zacks Consensus Estimate for its current year earnings increasing 23.5% over the last 60 days.
The Gap, Inc. Price and Consensus
First Horizon Corporation FHN: This bank holding company for First Horizon Bank has seen the Zacks Consensus Estimate for its current year earnings increasing 4.9% over the last 60 days.
First Horizon Corporation Price and Consensus
Crescent Energy Company CRGY: This explorer and producer of oil and natural gas has seen the Zacks Consensus Estimate for its current year earnings increasing 39.5% over the last 60 days.
Crescent Energy Company Price and Consensus
Mr. Cooper Group Inc. COOP: This non-bank servicer of residential mortgage loans has seen the Zacks Consensus Estimate for its current year earnings increasing 5.9% over the last 60 days.
MR. COOPER GROUP INC Price and Consensus
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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To read this article on Zacks.com click here.
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New Strong Buy Stocks for June 5th

Investors looking for stocks in the Cosmetics sector might want to consider either Shiseido Co. (SSDOY) or Estee Lauder (EL). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.
Currently, both Shiseido Co. and Estee Lauder are holding a Zacks Rank of #2 (Buy). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that these stocks have improving earnings outlooks. But this is just one factor that value investors are interested in.
Value investors analyze a variety of traditional, tried-and-true metrics to help find companies that they believe are undervalued at their current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
SSDOY currently has a forward P/E ratio of 21.07, while EL has a forward P/E of 34.07. We also note that SSDOY has a PEG ratio of 0.66. This figure is similar to the commonly-used P/E ratio, with the PEG ratio also factoring in a company's expected earnings growth rate. EL currently has a PEG ratio of 0.84.
Another notable valuation metric for SSDOY is its P/B ratio of 1.54. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, EL has a P/B of 7.43.
These are just a few of the metrics contributing to SSDOY's Value grade of B and EL's Value grade of D.
Both SSDOY and EL are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that SSDOY is the superior value option right now.
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SSDOY vs. EL: Which Stock Should Value Investors Buy Now?

Key Points
Ulta Beauty maintains a dominant retail presence with a unique one-stop-shop model that combines mass and prestige products.
The Estée Lauder Companies leverages global prestige brand power and a massive international footprint across 150 countries.
Which beauty industry leader is the better fit for your portfolio as the market evolves in 2026?
The beauty industry is undergoing a shift as digital and physical retail merge into a single consumer experience. This leaves many investors wondering whether they should favor Ulta Beauty (NASDAQ:ULTA) or The Estée Lauder Companies (NYSE:EL).
The beauty sector remains a resilient corner of the consumer market, yet these two companies approach the opportunity from opposite ends of the supply chain. One thrives as a massive retail platform while the other operates as a global brand manufacturer. Understanding their different business models is essential for any investor weighing a position in the beauty space.
The case for Ulta Beauty
Ulta Beauty operates as a premier destination for beauty enthusiasts, combining luxury and mass-market products under one roof. The company maintains more than 1,500 store locations and offers everything from cosmetics and fragrance to professional salon services. By catering to diverse price points and offering a popular loyalty program, it has established itself as a leading player among U.S. retail stocks.
In FY 2025, the company reported revenue of nearly $12.4 billion, which represented a growth of approximately 9.7% over the previous year. This expansion helped generate net income of roughly $1.2 billion for the period. While the net margin decreased slightly to about 9.3% from 10.6% in the prior year, the business remained consistently profitable despite a more cautious consumer environment.
As of its January 2026 balance sheet, the debt-to-equity ratio was roughly 0.8x, a measure of total debt relative to what shareholders own in the company. The current ratio, which compares short-term assets to liabilities, stood at approximately 1.4x, indicating a healthy liquidity position. The company also generated free cash flow of nearly $1.1 billion during the fiscal year, providing capital for further store expansions and technological upgrades.
The case for The Estée Lauder Companies
The Estée Lauder Companies is a global powerhouse that manufactures and markets prestige skin care, makeup, and fragrances. Its portfolio includes world-renowned brands sold across 150 countries, with a heavy presence in department stores and international travel retail hubs. The company relies on its high-end brand equity and long-standing history to maintain a dominant position in the global beauty market.
For the income period of FY 2025, revenue reached nearly $14.3 billion, a decline of roughly 8.5% compared to the prior year. This drop contributed to a net loss of approximately $1.1 billion, compared to a net income of $390.0 million in the previous year. The net margin for this period was roughly negative 7.9%, highlighting the significant challenges the company faced in key markets like Mainland China.
According to its June 2025 balance sheet, the company carries a debt-to-equity ratio of nearly 2.4x, which compares its total debt to its total shareholder equity. Its current ratio, indicating the ability to cover short-term obligations with current assets, is roughly 1.3x. Free cash flow for the year was approximately $670.0 million, though stock-based compensation accounted for roughly 23.9% of operating cash flow, which inflates reported cash generation because SBC is a non-cash expense added back in the cash flow statement.
Risk profile comparison
Ulta Beauty faces vigorous competition from mass merchandisers like Target and online marketplaces such as Amazon. The company also deals with significant vendor concentration, as products from its top 10 partners accounted for roughly 51% of net sales in FY 2025. Any disruption in supply chain infrastructure or a failure to adapt to emerging artificial intelligence technologies could further impact its competitive standing.
The Estée Lauder Companies is sensitive to the ongoing decline in foot traffic at department stores, which has increased its dependence on a shrinking number of key retailers. It competes globally against large firms like L'Oreal as well as emerging indie brands that often capture younger consumers more effectively. Furthermore, the company faces risks related to international operations and the complexities of managing data privacy within its digital infrastructure.
Valuation comparison
Ulta Beauty appears to offer a more conservative valuation based on its Forward P/E and P/S ratio, while Estée Lauder carries a higher premium.
Forward P/E
17.6x
36.7x
31.2x
P/S ratio
1.8x
2.3x
Sector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Which stock would I buy in 2026?
Ulta Beauty and Estée Lauder both operate in the beauty industry, but they offer investors very different opportunities. One operates a popular retail business while the other sells its products in other companies’ retail locations. Which stock will beautify your portfolio this year?
Ulta shops are standalone retail locations, often in strip malls, that sell a wide range of products from inexpensive mass-market brands to luxury cosmetics. It has a popular loyalty program and also sells online. By selling products at a range of price points, it remains resilient even during economic downturns because shoppers often continue buying beauty products.
Estée Lauder owns a portfolio of luxury beauty brands. But it sells in other companies’ retail locations, including department stores, which have fallen out of favor in recent years. Weaker international markets have resulted in stock price declines. Its management is making plans to restructure and improve efficiency, and if they succeed, the stock could see substantial growth.
I would choose Ulta Beauty because its retail model seems much more resilient than Estée Lauder’s. It has strong customer engagement across a wide variety of products at every price point, from a $2 lip gloss to a $200 bottle of perfume, for example. By contrast, Estée Lauder -- while very well known and respected -- depends on a narrower customer base and distribution channels. While Estée Lauder could generate higher returns if its turnaround strategy succeeds, Ulta appears to offer a better balance of stability, growth, and risk.
Should you buy stock in Ulta Beauty right now?
Before you buy stock in Ulta Beauty, consider this:
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $463,900!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,294,401!*
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Pamela Kock has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Ulta Beauty. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Ulta Beauty vs. The Estée Lauder Companies: Which Consumer Stock Is a Better Buy in 2026?

The Estee Lauder Companies Inc.’s EL Beauty Reimagined strategy is showing early traction, with management positioning fiscal 2026 as a pivotal year for restoring growth and expanding margins. In the third quarter of fiscal 2026, Estee Lauder delivered 2% organic sales growth alongside a 360-basis-point expansion in adjusted operating margin, reflecting early success from its broad transformation efforts.
At the center of the strategy is Estee Lauder’s effort to modernize consumer reach and improve execution across channels, innovation and operations. The company has accelerated expansion on platforms like Amazon Premium Beauty, TikTok Shop and Douyin while increasing specialty-multi exposure through M·A·C’s U.S. Sephora rollout. These initiatives helped drive double-digit online organic sales growth in the fiscal third quarter.
Innovation has also become a more focused growth lever under Beauty Reimagined. Strong momentum in fragrance, which grew double digits in the quarter, was fueled by launches from Le Labo, TOM FORD, KILIAN PARIS and BALMAIN Beauty. Meanwhile, Estee Lauder’s revamped Double Wear foundation and La Mer’s eye-care innovation supported share gains in key markets such as Mainland China and the United States.
Importantly, the strategy is not solely growth-oriented. Estee Lauder is restructuring its operating model to improve efficiency and fund reinvestment in high-return areas. Through its Profit Recovery and Growth Plan, the company is reducing non-consumer-facing expenses, simplifying operations and increasing digital capabilities through partnerships with Shopify, Accenture and WPP.
Management now expects fiscal 2026 to be a pivotal year for the company, marked by the restoration of organic sales growth and its first operating-margin expansion in four years. While macroeconomic and geopolitical risks remain, Beauty Reimagined appears to be creating a more agile, digitally focused and consumer-centric operating model for Estee Lauder.
Estee Lauder’s Zacks Rank & Share Price Performance
Shares of this Zacks Rank #1 (Strong Buy) company have gained 20.1% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 4.7% and 15.3%, respectively. EL has also outperformed the S&P 500 index’s growth of 5.8% during the same period.
EL Stock's Past Month Performance
Image Source: Zacks Investment Research
Is Estee Lauder a Value Play Stock?
EL currently trades at a forward 12-month P/E ratio of 29.21 compared with the industry average of 23.24. This valuation places the stock at a premium relative to peers, indicating broader market expectations around its business stability and ability to navigate current cost and demand dynamics.
EL P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Other Stocks to Consider
The Chefs' Warehouse, Inc. CHEF distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 8.3% and 24.7%, respectively, from the year-ago reported figures. CHEF delivered a trailing four-quarter earnings surprise of 28.9%, on average.
The Vita Coco Company, Inc. COCO develops, manufactures, markets and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa and the Asia Pacific. COCO currently flaunts a Zacks Rank #1. The company delivered a trailing four-quarter earnings surprise of 11.7%, on average.
The Zacks Consensus Estimate for Vita Coco’s 2026 sales and earnings indicates growth of 21.4% and 47.9%, respectively, from the year-ago reported numbers.
Tyson Foods, Inc. TSN operates as a food company worldwide. It operates through four segments: Beef, Pork, Chicken and Prepared Foods. TSN currently carries a Zacks Rank #2 (Buy). TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.
The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales and earnings indicates growth of 4.5% and 0.5%, respectively, from the year-ago reported numbers.
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Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can EL's Beauty Reimagined Strategy Revive Long-Term Growth?

Now we’re going to explore a critical macro subject and more formally understand the consequences of this current global oil shock?
It’s called Global Oil Shock Modeling.
Our Chief Equity Strategist and Economist, John Blank, is going to take us through this.
1. What is Global Oil Shock Modeling?
2. Why is this important?
3. What is the impact of this on investing, especially the oil stocks?
4. What about our economy?
5. Which is the greater and more troublesome, stocks or the economy?
6. What’s the impact on oil supply and what determines that?
7. How long do you expect this oil shock to last? You said recently that you don’t see it as transitory.
8. What’s the probability that this is a prelude to a recession either here or globally?
9. Next, three Zacks #1 (STRONG BUY) large cap stocks, benefitting from fresh analyst earnings upgrades. Centene CNC, MACOM Technology Solutions MTSI and Estee Lauder Companies EL.
Our Chief Equity Strategist & Economist, John Blank, on Global Oil Shock Modeling. With John, I’m Terry Ruffolo.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What Does Global Oil Shock Modeling Show Stock Traders?

Looking at the universe of stocks we cover at Dividend Channel, on 5/29/26, Estee Lauder Cos., Inc. (Symbol: EL) will trade ex-dividend, for its quarterly dividend of $0.35, payable on 6/15/26. As a percentage of EL's recent stock price of $90.00, this dividend works out to approximately 0.39%.
In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from EL is likely to continue, and whether the current estimated yield of 1.56% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of EL shares, versus its 200 day moving average:
Looking at the chart above, EL's low point in its 52 week range is $64.83 per share, with $121.635 as the 52 week high point — that compares with a last trade of $90.14.
According to the ETF Finder at ETF Channel, EL makes up 2.73% of the Invesco S&P 500 Equal Weight Consumer Staples ETF (Symbol: RSPS) which is trading up by about 1.6% on the day Wednesday. (see other ETFs holding EL).
In Wednesday trading, Estee Lauder Cos., Inc. shares are currently up about 3.9% on the day.
Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen »
Further EL Research:
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Reminder - Estee Lauder (EL) Goes Ex-Dividend Soon

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores?
Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value Score
For value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth Score
Growth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum Score
Momentum investors, who live by the saying "the trend is your friend," are most interested in taking advantage of upward or downward trends in a stock's price or earnings outlook. Utilizing one-week price change and the monthly percentage change in earnings estimates, among other factors, the Momentum Style Score can help determine favorable times to buy high-momentum stocks.
VGM Score
What if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank
The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
#1 (Strong Buy) stocks have produced an unmatched +23.7% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Estee Lauder (EL)
New York-based The Estee Lauder Companies Inc. is one of the world's leading manufacturers and marketers of skin care, makeup, fragrance and hair care products. The company’s products are sold through department stores, mass retailers, company-owned retail stores, hair salons and travel-related establishments.
EL is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. EL has a Momentum Style Score of B, and shares are up 13.5% over the past four weeks.
For fiscal 2026, 10 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.17 to $2.41 per share. EL boasts an average earnings surprise of +39.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, EL should be on investors' short list.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why Estee Lauder (EL) is a Strong Momentum Stock

Estee Lauder (EL) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, EL broke through the 20-day moving average, which suggests a short-term bullish trend.
The 20-day simple moving average is a popular investing tool. Traders like this SMA because it offers a look back at a stock's price over a shorter period and helps smooth out price fluctuations. The 20-day can also show more trend reversal signals than longer-term moving averages.
The 20-day moving average can show signals that are similar to other SMAs as well. If a stock's price is moving above the 20-day, the trend is considered positive. When the price falls below the moving average, it can signal a downward trend.
EL has rallied 13.5% over the past four weeks, and the company is a Zacks Rank #2 (Buy) at the moment. This combination suggests EL could be on the verge of another move higher.
Looking at EL's earnings estimate revisions, investors will be even more convinced of the bullish uptrend. There have been 10 revisions higher for the current fiscal year compared to none lower, and the consensus estimate has moved up as well.
With a winning combination of earnings estimate revisions and hitting a key technical level, investors should keep their eye on EL for more gains in the near future.
Zacks' Research Chief Names "Stock Most Likely to Double"
Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.
This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.
Free: See Our Top Stock And 4 Runners Up
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	0.00 21.50
Price/Sales	2.58 0.83
P/B	7.11 1.91
P/FCF	26.23 20.34

Indicator	TTM Median
ROE	0.00 14.61
ROA	0.00 6.60
ROI	0.00 9.71
Net Worth	39.94 1.43
Quick Ratio	1.00 0.79
Current Ratio	1.36 1.34

Indicator	TTM Median
Net Profit Margin	0.00 6.57
Operating Margin	3.31 8.82
Gross Margin	74.34 33.57
Return on tangible equity	0.00 26.52

Indicator	TTM Median
EPS	0.91 0.57
EPS Forecast	0.66 0.44
Revenue	4.23B 141.50M
Gross Profit	3.24B —
EBITDA	598.00M —

Estee Lauder Companies, Inc. (The)

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue