The Estee Lauder Companies Inc (BSP:ELCI34)
R$ 15.32 -0.63 (-3.95%) Market Cap: 131.99 Bil Enterprise Value: 175.94 Bil PE Ratio: 114.11 PB Ratio: 4.51 GF Score: 66/100

Estee Lauder Companies Inc at UBS Global Consumer and Retail Conference Transcript

Mar 16, 2023 / 01:00PM GMT
Release Date Price: R$51.84 (-0.42%)
Peter K. Grom
UBS Investment Bank, Research Division - Director of Equity Research & Analyst

Well, good morning, everyone, and welcome to the UBS Global Consumer & Retail Conference here in New York City. My name is Peter Grom. I'm the U.S. Beverages and Household Analyst here at UBS and we are very excited to have joining us this morning as our keynote, Fabrizio Freda, President and Chief Executive Officer of Estée Lauder. So Fabrizio has been the CEO for more than 13.5 years. And during that time, Estée Lauder has transformed into a company with industry-leading organic revenue growth, best-in-class margins and are really 1 of the best, if not the best, are most attractive growth stories in all global beauty.

Despite a strong track record and the likelihood that we're going to return to growth here, there's been a significant amount of volatility in the industry that has impacted both Estée Lauder and just beauty growth more broadly.

Before we start in Q&A, I am required to read a legal disclaimer. As a research analyst, I'm required to provide certain disclosures

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot