Estée Lauder – Portfolio Update & Tom Ford Acquisition Outlook

  • Public Equity
  • Consumer
  • Europe


Former VP The Estée Lauder Companies Inc


  • Beauty industry trends and developments
  • Strategic update, discussing implications of Estée Lauder’s (NYSE: EL) agreed acquisition of Tom Ford and Balmain licence deal opportunities
  • Estée Lauder's portfolio update, noting performance across key categories and channel dynamics
  • 12–18-month outlook, focusing on macroeconomic headwinds and demand dynamics


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