$EL (The Estée Lauder Companies Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 90.7%)

Graded daily on value D, growth B+, profitability A-, momentum A, revisions A. Sector-relative, identical for every user.

Most active credible voices on $EL

@schaeffers (Schaeffer's Investment Research) — 25 mentions · 14.7K followers
@hedgefundtips (Thomas J. Hayes) — 18 mentions · 77.4K followers
@marketrebels (Market Rebellion) — 12 mentions · 367.8K followers

Recent headlines featuring $EL

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$ELThe Estée Lauder Companies Inc. · Household & Personal Products · $40.7B

$112.45

+6.7%

Event thread

Key events, in time order

12 items

2026-10-19 → 11-02EarningsBull🔥Developing
Estee Lauder Q1 Beats, Raises FY Outlook
Revenue $3.72B beat, fragrance up 20%, raises FY EPS and sales guidance
D1 +1.2% · +5d +2.9%
4 waves of this story
- 2026-10-19 Company will release Q1 results and host a live webcast conference call on Nov 2, offering investors latest performance update.
- 2026-10-31 Multiple sources confirm earnings timing, raising market attention
- 2026-11-01 Multiple sources flag today's pre-market release as key event
- 2026-11-02 Revenue $3.72B beat, fragrance up 20%, raises FY EPS and sales guidance
2026-11-028-K filing
8-K: Item 2.02, Item 9.01
D1 -4.1% · since +0.6%

10 earlier events

2026-11-02Earnings
Earnings report
D1 -4.1% · since +0.6%
2026-10-19Company
Estée Lauder Appoints Krista Lee Berger as SVP Global Marketing, Clinique
New executive joins Clinique to strengthen global marketing team, potentially driving brand growth strategy.
D1 +1.2% · +5d +2.9%
2026-10-05AnalystBull
Barclays Upgrades Estee Lauder to Overweight
Multiple sources confirm Barclays upgrade; NYSE event adds visibility
D1 +1.4% · +5d +7.2%
2026-10-05Analyst
Barclays upgrades to Overweight
D1 +1.4% · +5d +7.2%
2026-09-08Company
Estée Lauder Announces Expanded Executive Roles
Leadership changes in tech and transformation roles, routine governance update
D1 -2.1% · +5d -5.3%
2026-08-18 → 08-21EarningsBull
Estee Lauder Q4 Beats, FY27 Outlook Optimistic, Stock Surges
Q4 revenue +6.5%, EPS +333%, turnaround gains $1.2B traction; option IV declining
D1 -0.1% · +5d +24.4%
5 waves of this story
- 2026-08-18 Multiple sources confirm EL on this week's earnings calendar, market awaits results
- 2026-08-19 Earnings imminent; options market pricing notable move, raising attention
- 2026-08-19 Q4 beat with strong China demand, raised full-year guidance, likely positive for shares
- 2026-08-21 Multiple sources confirm Q4 revenue/EPS beat, FY27 sales and margin guidance above consensus, stock up 17.78%
- 2026-08-21 Q4 revenue +6.5%, EPS +333%, turnaround gains $1.2B traction; option IV declining
2026-08-19Earnings
Earnings report
Fiscal 2026 organic sales grew 3%, with reported sales up 5% and operating margin expanding 320 basis points.
D1 +16.3% · +5d +7.2%
2026-08-198-K filing
8-K: Item 2.02, Item 9.01
D1 +16.3% · +5d +7.2%
2026-08-14Company
EL Partners with University of Leeds on Complexion Shade Matching Research
Company announces research collaboration with University of Leeds School of Design, focusing on advancing complexion shade matching technology.
D1 -1.4% · +5d +18.4%
2026-07-248-K filing
8-K: Item 5.02, Item 9.01
D1 +0.5% · +5d +4.5%

①

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by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

12 items

2026-10-19 → 11-02EarningsBull🔥Developing
Estee Lauder Q1 Beats, Raises FY Outlook
Revenue $3.72B beat, fragrance up 20%, raises FY EPS and sales guidance
D1 +1.2% · +5d +2.9%
4 waves of this story
- 2026-10-19 Company will release Q1 results and host a live webcast conference call on Nov 2, offering investors latest performance update.
- 2026-10-31 Multiple sources confirm earnings timing, raising market attention
- 2026-11-01 Multiple sources flag today's pre-market release as key event
- 2026-11-02 Revenue $3.72B beat, fragrance up 20%, raises FY EPS and sales guidance
2026-11-028-K filing
8-K: Item 2.02, Item 9.01
D1 -4.1% · since +0.6%
2026-11-02Earnings
Earnings report
D1 -4.1% · since +0.6%
2026-10-19Company
Estée Lauder Appoints Krista Lee Berger as SVP Global Marketing, Clinique
New executive joins Clinique to strengthen global marketing team, potentially driving brand growth strategy.
D1 +1.2% · +5d +2.9%
2026-10-05AnalystBull
Barclays Upgrades Estee Lauder to Overweight
Multiple sources confirm Barclays upgrade; NYSE event adds visibility
D1 +1.4% · +5d +7.2%

7 earlier events

2026-10-05Analyst
Barclays upgrades to Overweight
D1 +1.4% · +5d +7.2%
2026-09-08Company
Estée Lauder Announces Expanded Executive Roles
Leadership changes in tech and transformation roles, routine governance update
D1 -2.1% · +5d -5.3%
2026-08-18 → 08-21EarningsBull
Estee Lauder Q4 Beats, FY27 Outlook Optimistic, Stock Surges
Q4 revenue +6.5%, EPS +333%, turnaround gains $1.2B traction; option IV declining
D1 -0.1% · +5d +24.4%
5 waves of this story
- 2026-08-18 Multiple sources confirm EL on this week's earnings calendar, market awaits results
- 2026-08-19 Earnings imminent; options market pricing notable move, raising attention
- 2026-08-19 Q4 beat with strong China demand, raised full-year guidance, likely positive for shares
- 2026-08-21 Multiple sources confirm Q4 revenue/EPS beat, FY27 sales and margin guidance above consensus, stock up 17.78%
- 2026-08-21 Q4 revenue +6.5%, EPS +333%, turnaround gains $1.2B traction; option IV declining
2026-08-19Earnings
Earnings report
Fiscal 2026 organic sales grew 3%, with reported sales up 5% and operating margin expanding 320 basis points.
D1 +16.3% · +5d +7.2%
2026-08-198-K filing
8-K: Item 2.02, Item 9.01
D1 +16.3% · +5d +7.2%
2026-08-14Company
EL Partners with University of Leeds on Complexion Shade Matching Research
Company announces research collaboration with University of Leeds School of Design, focusing on advancing complexion shade matching technology.
D1 -1.4% · +5d +18.4%
2026-07-248-K filing
8-K: Item 5.02, Item 9.01
D1 +0.5% · +5d +4.5%

$EL — what investors on X are saying · SpikePanel

$EL (The Estée Lauder Companies Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 90.7%)

Most active credible voices on $EL

Recent headlines featuring $EL

$EL (The Estée Lauder Companies Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 90.7%)

Most active credible voices on $EL

Recent headlines featuring $EL

Estee Lauder Q1 Beats, Raises FY Outlook

8-K: Item 2.02, Item 9.01

Earnings report

Estée Lauder Appoints Krista Lee Berger as SVP Global Marketing, Clinique

Barclays Upgrades Estee Lauder to Overweight

Barclays upgrades to Overweight

Estée Lauder Announces Expanded Executive Roles

Estee Lauder Q4 Beats, FY27 Outlook Optimistic, Stock Surges

Earnings report

8-K: Item 2.02, Item 9.01

EL Partners with University of Leeds on Complexion Shade Matching Research

8-K: Item 5.02, Item 9.01

Bull vs bear

Discussion

Estee Lauder Q1 Beats, Raises FY Outlook

8-K: Item 2.02, Item 9.01

Earnings report

Estée Lauder Appoints Krista Lee Berger as SVP Global Marketing, Clinique

Barclays Upgrades Estee Lauder to Overweight

Barclays upgrades to Overweight

Estée Lauder Announces Expanded Executive Roles

Estee Lauder Q4 Beats, FY27 Outlook Optimistic, Stock Surges

Earnings report

8-K: Item 2.02, Item 9.01

EL Partners with University of Leeds on Complexion Shade Matching Research

8-K: Item 5.02, Item 9.01