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Estee Lauder

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Estée Lauder Considers Offloading ‘Too Faced’—And Investors Are Watching!

 

Estée Lauder Companies is reportedly exploring a divestiture of its cosmetics brand Too Faced, according to a recent Axios Pro report. Acquired in 2016 for $1.45 billion, Too Faced was once seen as a critical pillar of Estée’s efforts to appeal to younger, trend-conscious consumers through multibrand retailers like Sephora and Ulta. However, performance in the color cosmetics category has lagged, especially following pandemic-related disruptions and intensifying competition from newer indie entrants. The potential sale of Too Faced comes as Estée Lauder continues to recover from multi-year challenges in its travel retail and China operations, while pushing to enhance profitability and streamline its brand portfolio. With first-quarter earnings set for release on October 30, investor attention is sharply focused on the company’s capital deployment strategy and the role portfolio pruning may play in sharpening Estée’s focus on higher-performing segments like skincare. Here are the four key drivers investors should consider amid the reported divestiture plans.

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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