Estée Lauder Companies Inc.

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Infographic | April 10, 2025 Free Report

4Q24 US Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

Insight Report | March 19, 2025 Premium

Earnings Insights 4Q24, Week 7: Costco, Inditex and Puma Lead with Solid Fourth-Quarter Growth

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers within our Coresight 100 coverage list as they report fourth-quarter 2024 earnings. This week, discover highlights from major companies that reported in the week ended March 16, 2025, including Costco, Gap Inc., Inditex, Kohl’s, Puma, Ulta Beauty and more.

Insight Report | February 11, 2025 Premium

Earnings Insights 4Q24, Week 2: Columbia Sportswear, Mondelēz and Tapestry See Sales Growth; Clorox, Estée Lauder and PepsiCo Report Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major retailers. This week, there are highlights from companies that reported in the week ended February 7, 2025, including Clorox Company, PepsiCo and Tapestry, among others.

Deep Dive | December 24, 2024 Premium

3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Market Outlook | December 17, 2024 Premium

US Beauty—Retail 2025 Sector Outlook: Product Innovation and Unified Commerce To Drive Growth

Discover directional market insights and themes to watch in US beauty retailing in 2025. We touch on inclusive beauty, experiential retail and the growing confluence of beauty and wellness, among other topics.

Insight Report | November 6, 2024 Premium

Earnings Insights 3Q24, Week 2: Sales Decline at Carter’s, Estée Lauder and Herbalife

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 3, 2024, including Carter’s, Crocs, Deckers Outdoor, Estée Lauder, Floor & Decor and Sprouts Farmers Market, among others.

Insight Report | September 3, 2024 Premium

Earnings Insights 2Q24, Week 6: Mixed Results from Bath & Body Works, Best Buy and Burlington

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended September 1, 2024, including Bath & Body Works, Best Buy and Burlington.

Insight Report | August 27, 2024 Premium

Earnings Insights 2Q24, Week 5: Ross Stores, Target and TJX Among the Companies Reporting Sales Growth This Week

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 25, 2024, including BJ’s Warehouse Club, Coty, Macy’s, Target and The TJX Companies.

Deep Dive | August 21, 2024 Premium

What’s Happening in US Beauty Retail?: Inclusivity and Wellness Lead the Way

We explore the current state of the US beauty market, providing its size and trajectory for 2024 and beyond, as well as key themes we believe will shape the industry in the years to come. We frame these themes around our RESET framework for change.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | May 7, 2024 Premium

Earnings Insights 1Q24, Week 2: Amazon, CVS and Estée Lauder Report Positive Sales Growth; Clorox and Wayfair Post Sales Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 5, 2024, including Amazon, Clorox, CVS Health, Estée Lauder and Sprouts Farmers Market, among others.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | April 2, 2024 Premium

Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail Insights

Why does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market.

Insight Report | February 13, 2024 Premium

Earnings Insights 4Q23, Week 2: Alibaba, Amazon and CVS See Strong Sales Growth; Under Armour Witnesses Weak Demand

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended February 11, 2024, including Amazon, Coty, CVS, Ralph Lauren and Tapestry.

Deep Dive | January 15, 2024 Premium

Retail 2024: 10 Trends in China Retail

We discuss 10 key trends for the Chinese retail market in 2024. This report is part of our Retail 2024 series, offering directional outlooks, headwinds, tailwinds and themes to watch in 2024 and beyond in global retail.