The Estée Lauder Companies Inc. is executing a comprehensive turnaround strategy after a challenging multi-year period. Operating in over 150 countries, the beauty giant generates approximately $14 billion in annual revenue.
The Profit Recovery & Growth Plan targets $800 million to $1 billion in cost savings. The stock has returned 41% over the past year, trading at $88.32.
Weakness in China and Asia travel retail drove earnings contraction, but U.S. market share gains provide stability. Analysts project EPS of $2.16-$2.23 for fiscal 2026.
