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
1.
Could you share your 12-18-month outlook for Estée Lauder and the beauty industry?
2.
Could you share your thoughts on the potential deal for Estée Lauder to acquire Tom Ford?
3.
You mentioned Estée Lauder’s long-standing licensing deal with Tom Ford. How else could the company leverage the Tom Ford beauty business?
4.
What could Estée Lauder do with Tom Ford’s clothing lines?
5.
You mentioned Estée Lauder potentially making a play to become the next LVMH. What would it take for the company to get there?
6.
What macro trends are you seeing in prestige beauty?
7.
How resilient do you think prestige beauty might be in the face of inflation and a potential recession?
8.
Could you comment on supply chain and potential challenges Estée Lauder might still be facing?
9.
Given the tensions we’ve seen from China and Taiwan, what would you say are the implications for consumers in Asia and Estée Lauder’s ability to seize opportunities in the region?
10.
How might Estée Lauder be positioning itself to be relevant and take advantage of growth opportunities in Asia?
11.
What are your thoughts on Estée Lauder’s recently launched partnership with Indian e-commerce beauty retailer Nykaa? How would you frame the opportunity in the Indian beauty market?
12.
Could you share your views on Estée Lauder’s portfolio? What do you see as the company’s hero products or hero brands, and why?
13.
How do you see Estée Lauder’s category mix evolving over the next 3-5 years? What categories might become more relevant from a revenue contribution standpoint?
14.
There seems to be a renaissance in makeup after the decline we witnessed mid-pandemic. What is your outlook for Estée Lauder’s makeup business? What opportunities do you see there?
15.
How might Estée Lauder be thinking about Mac? I believe that business was under pressure pre-pandemic, but might be doing better.
16.
Could you expand on travel retail and how that recovery is trending?
17.
Might travel retail support growth or help Estée Lauder take advantage of momentum in categories such as fragrances and haircare?
18.
What are your expectations for Estée Lauder’s fragrance business?
19.
Is there anything to be said about Estée Lauder’s ability to address trends that might resonate with younger consumer cohorts?
20.
What scenarios do you see playing out for Estée Lauder in the next 3-5 years?
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