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![wallstengine Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1508426880860704771.png) Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.8K followers
Created: 2025-07-10 13:58:42 UTC

BofA Resumes Coverage on $EL with Buy Rating, PT $110; 'A world reimagined'

Analyst comments: "We reinstate coverage on Estee Lauder Companies with a Buy rating and a $XXX price objective, implying XX% upside potential. The company generates $XX billion of revenue from XX brands including Estee Lauder, Clinique, M∙A∙C, and La Mer, making it the number two player in the $XXX billion global prestige beauty market. Asia has been a significant drag on profitability, leading to an XX% decline in EPS from peak to trough. We have confidence that its ‘Beauty Reimagined’ plan will drive an earnings recovery, and we forecast a X% revenue CAGR, which should come with high incremental margin drop-through. As such, we expect XXX basis points of margin expansion to XXXX% by FY27E, which puts us XX% above consensus."

Analyst: Ashley Wallace


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943308906819916028/c:line.svg)

**Related Topics**
[la mer](/topic/la-mer)
[clinique](/topic/clinique)
[$el](/topic/$el)
[elysia](/topic/elysia)
[el estee lauder companies](/topic/el-estee-lauder-companies)
[coins real world assets](/topic/coins-real-world-assets)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/wallstengine/status/1943308906819916028)

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wallstengine Avatar Wall St Engine @wallstengine on x 71.8K followers Created: 2025-07-10 13:58:42 UTC

BofA Resumes Coverage on $EL with Buy Rating, PT $110; 'A world reimagined'

Analyst comments: "We reinstate coverage on Estee Lauder Companies with a Buy rating and a $XXX price objective, implying XX% upside potential. The company generates $XX billion of revenue from XX brands including Estee Lauder, Clinique, M∙A∙C, and La Mer, making it the number two player in the $XXX billion global prestige beauty market. Asia has been a significant drag on profitability, leading to an XX% decline in EPS from peak to trough. We have confidence that its ‘Beauty Reimagined’ plan will drive an earnings recovery, and we forecast a X% revenue CAGR, which should come with high incremental margin drop-through. As such, we expect XXX basis points of margin expansion to XXXX% by FY27E, which puts us XX% above consensus."

Analyst: Ashley Wallace

XXXXX engagements

Engagements Line Chart

Related Topics la mer clinique $el elysia el estee lauder companies coins real world assets stocks consumer defensive

Post Link

post/tweet::1943308906819916028
/post/tweet::1943308906819916028