Research
FORUM TRANSCRIPT

Estée Lauder – Portfolio Positioning & Potential Tom Ford Acquisition

  • Public Equity
  • Consumer
  • North America
PREMIUM

Specialist

Former senior executive at The Estée Lauder Companies Inc

Agenda

  • Estée Lauder's (NYSE: EL) growth strategy, including implications of potential Tom Ford acquisition
  • Beauty industry trends, focusing on macro dynamics, the prestige segment, demand and consumer sentiment
  • Estée Lauder's channel dynamics, portfolio positioning and performance across key categories including skincare, haircare and fragrances
  • Medium-to-long-term outlook, highlighting international exposure and potential opportunities

Questions

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