{"id":6199,"date":"2023-05-09T08:40:46","date_gmt":"2023-05-09T12:40:46","guid":{"rendered":"https:\/\/ifintechworld.com\/uncategorized\/analysts-see-a-win-win-scenario-for-estee-lauder-shareholders-if-peltz-rumors-are-true\/"},"modified":"2023-05-09T08:40:47","modified_gmt":"2023-05-09T12:40:47","slug":"analysts-see-a-win-win-scenario-for-estee-lauder-shareholders-if-peltz-rumors-are-true","status":"publish","type":"post","link":"https:\/\/ifintechworld.com\/?p=6199","title":{"rendered":"Analysts see a win-win scenario for Estee Lauder shareholders if Peltz rumors are true"},"content":{"rendered":"
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\u00a9 Reuters. Analyst sees a win-win scenario for Estee Lauder (EL) shareholders if Peltz rumors are true<\/span>
\n<\/i>\n<\/div>\n

Estee Lauder <\/span><\/span> (NYSE:) shares erased most of the pre-market gains after CNBC\u2019s Jim Cramer said the reports about activist investor Nelson Peltz \u201cexploring a possible shakeup\u201d at the beauty company are \u201cnot true.\u201d<\/p>\n

The stock traded over 5% higher in pre-market Monday after the New York Post reported yesterday that activist investor Nelson Peltz is exploring a possible shakeup, including the removal of the long-standing CEO Fabrizio Freda.<\/p>\n

Peltz is reportedly looking at helping the company to cut costs and \u201crejigger Est\u00e9e Lauder\u2019s brands,\u201d while the sale of the company is also not out of the question.<\/p>\n

The Estee Lauder business is controlled by the Lauder family with Chairman Emeritus Leonard Lauder, 90 years old, still seen as an important figure at the company. Overall, the Lauder family has 84% of voting control.<\/p>\n

Stifel analysts believe getting the Lauder family on board is \u201cimportant for managing change and necessary for a sale.\u201d The analysts added that \u201cPeltz\u2019s potential involvement creates a win-win for EL shareholders.\u201d<\/p>\n

\u201cLauder\u2019s sales growth has modestly underperformed large prestige beauty peers since 2018, with more significant underperformance since early 2022, with recent weakness partly a result of product\/geographic mix, particularly Travel Retail and skincare. We also think there is significant opportunity to increase operating margin partly reflecting underperformance in key expense lines in recent years, including gross margin and G&A despite ongoing productivity initiatives and reduced advertising spend,\u201d they said in a note.<\/p>\n

The management team is defended at Oppenheimer with analysts reminding investors that CEO Fabrizio Freda has a track record of executing \u201cat a very high level outside of recent challenges.\u201d<\/p>\n

\u201cWe remain optimistic that the current management team can drive a material positive earnings inflection over time and a return closer to historical margins. However, the timing and shape of the recovery are more difficult to pin down at this juncture,\u201d they wrote in a note.<\/p>\n

The analysts also believe that Peltz\u2019s potential involvement \u201ccould potentially fuel more aggressive steps to drive a return to historical profitability and could represent a positive for shares, in our view.\u201d<\/p>\n

\u201cEL continues to represent a top pick for us following the painful earnings reset last week, but clearly represents a show me story for now.\u201d<\/p>\n

They also believe that the full sale of the company is less likely given Lauder\u2019s family control of the business.<\/p>\n

EL shares trade 1.3% higher at the New York open.<\/p>\n<\/div>\n

Read the full article here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\u00a9 Reuters. Analyst sees a win-win scenario for Estee Lauder (EL) shareholders if Peltz rumors are true Estee Lauder (NYSE:) shares erased most of the pre-market gains after CNBC\u2019s Jim Cramer said the reports about activist investor Nelson Peltz \u201cexploring a possible shakeup\u201d at the beauty company are \u201cnot true.\u201d The stock traded over 5% […]<\/p>\n","protected":false},"author":1,"featured_media":6200,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"footnotes":""},"categories":[1],"tags":[83],"class_list":["post-6199","post","type-post","status-publish","format-video","has-post-thumbnail","hentry","category-uncategorized","tag-featured","post_format-post-format-video"],"yoast_head":"\nAnalysts see a win-win scenario for Estee Lauder shareholders if Peltz rumors are true | iFintechWorld<\/title>\n<meta name=\"description\" content=\"\u00a9 Reuters. 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