Stocks / Household & Personal Products
ELHousehold & Personal Products
The Estee Lauder Companies Inc.
$93.861d -1.8%5d -2.7%settled close · 2026-09-17
Mkt cap $26B (3/25)β 1.4052w $67–120Shares 247.2M (A)Ind. Perfumes, Cosmetics & Other Toilet PreparationsNYSE since 1995Emp. 57,000HQ New York, NYelcompanies.com
The tape, with the calls on it
Who said what, and what EL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about EL
2 longlatest 2026-08-18
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-08-18 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bullish | CNBC Halftime Final Trades | The 'Beauty Reimagined' restructuring is expected to deliver 3–5% organic growth and 12.5–13% operating… |
| 2025-12-16 | Bank Of America | Bullish | Mohamed El-Erian | Estee Lauder's Beauty Reimagined plan focused on innovation and faster-growing distribution channels… |
Idea Scout tracks who’s
talking across television, podcasts, and interviews — every stance
dated to the appearance it came from.
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Earnings
Next report: 2 Nov 2026
Confirmed date · consensus EPS 0.53. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 19 Aug 2026 | before the open | 0.39 vs 0.33 | +15.7% |
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where EL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-14 | ||||||
| 2026-08-19 | ||||||
| 2026-08-18 | ||||||
| 2026-08-17 | ||||||
| 2026-07-01 | ||||||
| 2026-06-30 | ||||||
| 2026-06-17 | ||||||
| 2026-04-01 | ||||||
| 2026-03-31 | ||||||
| 2026-03-26 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
EL is in this morning’s Brief.
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