Reported 1 day ago
A recent bullish thesis on The Estée Lauder Companies Inc. highlights its potential for recovery after a steep decline from its peak. With signs of renewed investor confidence, a strong portfolio of brands still showing growth, and strategic shifts away from travel retail, the company is positioned for a turnaround. Despite current challenges, projections suggest a recovery in operating income beyond $3.5B by FY2026, supported by a favorable valuation relative to peers. Investors may find attractive opportunities through options strategies as the stock trades at a significant discount.
Source: YAHOO