Scoreboard / EL
The Estee Lauder Companies Inc. EL
Issue No. 09 pick · August 21, 2026 · Updated September 4, 2026
Setup Snapshot
The Setup in One Card
How EL moved and the catalyst behind the move, from its Issue No. 09 write-up. It is not on the current Scoreboard, so it carries no Friday Five Score this week.
Issue No. 09
Original Pick
Sector Trend
Neutralup 0.2 percent
Covered In
Issue No. 09 · August 21, 2026
Catalyst
Beat and RaiseFiscal 2027 guide of $3.10 to $3.35 adjusted EPS and a 12.7 to 13.5 percent margin
Return measured from the Thursday, August 13 close to the Thursday, August 20 close, the week it appeared in Issue No. 09.
Why It Moved
The Story Behind the Move
Catalyst
Fiscal 2027 guide of $3.10 to $3.35 adjusted EPS and a 12.7 to 13.5 percent margin
Why It Mattered
Consumer Staples fell 0.79 percent as a sector, so this was not a defensive bid, and the stock is up only 6.99 percent over 52 weeks, so the re-rating starts from a low base.
Risk Note
At the $96.15 close the stock is about 30 times the middle of the $3.10 to $3.35 fiscal 2027 guide the company just gave, so the margin recovery is paid for before it happens. The guide is the whole thesis and a miss has nowhere to hide.
Reader Takeaway
A raise that comes from margin the company controls is a different thing from a raise that comes from an item that will not repeat.
Continue the Research
Put EL Back in Context
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