Beauty products company Estée Lauder (NYSE:EL) will be reporting earnings tomorrow before market hours. Here’s what to look for.

Estée Lauder beat analysts’ revenue expectations by 0.7% last quarter, reporting revenues of $4.00 billion, down 6.4% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EPS estimates and a solid beat of analysts’ EBITDA estimates.

Is Estée Lauder a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Estée Lauder’s revenue to decline 11% year on year to $3.51 billion, a reversal from the 4.9% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.31 per share.Estée Lauder Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Estée Lauder has missed Wall Street’s revenue estimates twice over the last two years.

Looking at Estée Lauder’s peers in the consumer staples segment, some have already reported their Q1 results, giving us a hint as to what we can expect. USANA delivered year-on-year revenue growth of 9.5%, beating analysts’ expectations by 2.7%, and Medifast reported a revenue decline of 33.8%, falling short of estimates by 0.6%. USANA traded up 5.2% following the results while Medifast’s stock price was unchanged.

Read our full analysis of USANA’s results here and Medifast’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the consumer staples stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.8% on average over the last month. Estée Lauder is down 12.2% during the same time and is heading into earnings with an average analyst price target of $70.94 (compared to the current share price of $59.59).

Today’s young investors likely haven’t read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next.

View Comments