The Estee Lauder Companies: Significant Pain Has Changed The Picture

  • The Estée Lauder Companies Inc.'s stock has seen an 82.8% share price drop due to declining revenue, profits, and cash flows, especially in Asian markets. Poor consumer sentiment in China and South Korea, intense competition, and bad strategic decisions like the TOM FORD acquisition have hurt the company. Despite an attractive EL share price, significant structural and economic challenges persist, prompting a "hold" rating until stability is observed.