Estee Lauder


SKU: EL-1 Category:


Estee Lauder continues to face challenges associated with Covid-19 which are reflected in its bleak Q3 2021 results. The company witnessed a particularly slow demand for its luxury foundations and lipsticks. Also, resurgence of the pandemic in some regions appears to be a mega hurdle in the path of recovery. Nevertheless, the company has remained resilient with its skincare and fragrance categories witnessing impressive growth fuelled by a pandemic-led shift from makeup to self-care. Moreover, the management believes that the make-up segment is expected to recover sharply and can already be seen in markets of China, Australia, and Israel where Covid has been brought under control. Apart from that the company continues to reallocate its resources from brick-and-mortar and plans on using these savings to increase its e-commerce and omnichannel capabilities. We believe that Estee Lauder has a strong portfolio of brands and is poised for long-term strong structural growth.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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