[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  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 $XXX billion global prestige beauty market. Asia has been a significant drag on profitability, leading to an XX% decline in EPS from peak to trough. We have confidence that its ‘Beauty Reimagined’ plan will drive an earnings recovery, and we forecast a X% revenue CAGR, which should come with high incremental margin drop-through. As such, we expect XXX basis points of margin expansion to XXXX% by FY27E, which puts us XX% above consensus." Analyst: Ashley Wallace XXXXX engagements  **Related Topics** [la mer](/topic/la-mer) [clinique](/topic/clinique) [$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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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
Related Topics la mer clinique $el elysia el estee lauder companies coins real world assets stocks consumer defensive
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