#$LRLCY
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retailguru.bsky.social
If there's anything to give folks pause, it's that Estee beat Q by 21¢, yet lifted guide by 10¢. Cynics will say that's because stuffing China duty free drove upside. But strength across category & geography suggests this is past low balling #$EL was once famous for. #$LRLCY
November 2, 2026 at 1:09 PM
retailguru.bsky.social
Two things stand out on Estee margin - how geared portfolio is to skin & how sensitive that division is to sales growth. Second, after long being inferior to peers, fragrance gaining traction: 20% sales growth but also a very meaningful profit center. #$EL #$LRLCY #$ULTA #$LVMUY
November 2, 2026 at 1:05 PM
retailguru.bsky.social
On heels of L'Oreal, excellent Estee Q = premium beauty back in sweetspot. Growth across categories, led by high end. High-margin skincare growing both at top & lower end plus #$EL finally(!) catches some of fragrance fairy dust 🔥🔥🔥 #$LRLCY #$ULTA #$PG #$UL #$LVMUY #$HESAY
November 2, 2026 at 12:56 PM
retailguru.bsky.social
Evident at Estee as at L'Oreal: broad geographical strength in sales/margin for premium beauty. US up after 18 months of declines, China up, EMs strong. Duty free strong & this Q in Asia-Pac shows how powerful a margin driver that is. #$EL #$LRLCY #$PG #$UL #$LVMUY #$HESAY #$ULTA
November 2, 2026 at 1:00 PM
retailguru.bsky.social
Once again 🫡🫡 to Coke. Almost only staple to have transitioned from the pricing-led growth during Covid years to volume driven growth, but also very strong absolute growth. Leaving almost everyone else in shade. #$KO #$XLP #$PEP #$LRLCY #$PM #$GIS #$KHC
October 27, 2026 at 12:16 PM
peark.es
#$LRLCY CEO noted today on their quarterly call that they're seeing stronger cosmetics demand from customers who have been on GLP-1s. That makes perfect sense of course, wouldn't have occurred to me if he hadn't said it though. They had a comprehensive beat in Q3 # s today.
October 22, 2026 at 8:40 PM
retailguru.bsky.social
Terrific numbers from L'Oreal, with sales +7.7%, fastest in 2.5 years. Barring mass cosmetics, all divisions accelerated with luxury beauty +7%, best since Q2 2023, led by China up 10%+. #$LRLCY also says (discretionary) salon business picking up.🔥🔥 #$EL #$PG #$UL #$XLP #$XLY #$ULTA
October 22, 2026 at 4:31 PM
miimiispets.bsky.social
📉 #$LRLCY 🤣
October 21, 2026 at 10:02 PM
retailguru.bsky.social
High end skin care proving much more resilient than luxury fashion. Unlike fashion where luxury majors pointed to sharp slowdown in Q3, China actually leading market in premium beauty 🤯. Europe accelerating, US solid & duty free growing again. #$LRLCY #$EL #$LVMUY #$PG #$UL
retailguru.bsky.social Rahul Sharma @retailguru.bsky.social · 17d
Terrific numbers from L'Oreal, with sales +7.7%, fastest in 2.5 years. Barring mass cosmetics, all divisions accelerated with luxury beauty +7%, best since Q2 2023, led by China up 10%+. #$LRLCY also says (discretionary) salon business picking up.🔥🔥 #$EL #$PG #$UL #$XLP #$XLY #$ULTA
October 22, 2026 at 4:42 PM
retailguru.bsky.social
#$M Q stands out in showing huge gulf between upscale shoppers & mainstream, though bit exaggerated due to unattractive core Macy's concept. Bloomies +11% vs Macys chain only +1%! And Bluemercury shows healthy appetite for premium beauty. #$DDS #$EL #$LRLCY #$ULTA #$LVMUY #$XRT
September 10, 2026 at 12:04 PM
retailguru.bsky.social
L'Oreal says beauty category momentum continued through July & August after Q2 acceleration. Strength across the globe including in China, with Lat Am the only soft spot #$LRLCY #$EL #$XLP #$ULTA #$PG #$UL #$LVMUY
September 8, 2026 at 8:16 PM
retailguru.bsky.social
Not news to beauty market nerds, but still fascinating. Premium beauty is 50%+ of China market by value. Plus 2/3rds of beauty sales are online & that's on top of past dizzying channel shifts from Hainan to douyin to lots of other stuff! #$LRLCY #$LVMUY #$EL #$HESAY #$PG
September 8, 2026 at 8:22 PM
robot2trade.bsky.social
股票評級

福斯顧問公司將戴爾科技（DELL）的評級從「持股觀望」上調至「跑贏大盤」。

法國巴黎銀行Exane將歐萊雅（LRLCY）的評級從「中性」上調至「跑贏大盤」。

蒙特利爾銀行資本市場將禮來公司（LLY）的評級從「跑贏大盤」上調至「買入」。
September 3, 2026 at 5:06 PM
retailguru.bsky.social
My concern with #$ULTA is high margin & proliferation of #$AMZN & other competition in beauty. That said, 70% of sales in premium beauty are better protected given still large (& falling) department store share. And premium is outperforming mass in US. #$EL #$LRLCY #$TGT #$M #$DDS
August 28, 2026 at 1:05 PM
retailguru.bsky.social
#$ULTA comp solid 3.8% y/y and even better on 2-year stack, accelerating for seventh straight quarter. Beauty remains in a good place, led by premium with fragrance still outpacing total although #$ULTA skincare share looks a touch soft. #$LRLCY #$EL #$LVMUY #$UL #$PG
August 27, 2026 at 8:34 PM
retailguru.bsky.social
No coincidence that L'Oreal language on share gains more muted than before. This Estee Lauder Q looks like business getting its mojo back as skin care starts to outperform. Meanwhile another upbeat report on premium beauty. #$EL #$LRLCY #$XLP #$PG #$UL #$ULTA #$LVMUY
August 19, 2026 at 12:56 PM
notreload.bsky.social
$BABA $BAC $CAT $COIN $CURB $DK $DUK $ETR $FCX $JNJ $KNX $OXY $SNDR $WWD $ZG $TD $AAPL $BMO $BB $BSX $BMBL $CLS $CTVA $DTE $HL $CART $LRLCY $PBF $PYPL $RLJ $SO $TROX $VLO -- THE WSJ
October 3, 2025 at 1:43 PM
notreload.bsky.social
$BIDU $CRWV $DANOY $HSY $JMIA $NIO $NVO $PLD $UNP $URI $ATYR $BRY $BDN $BDRFF $CAMP $ECVT $ESYJY $HLN $LRLCY $LYV $VFC $NMRA $WBD -- THE WSJ
September 16, 2025 at 1:41 PM
notreload.bsky.social
$APPF $CRWV $EBAY $ERJ $IONS $LRLCY $MSFT $NUE $SF $TER $TYGO $HDSN $CHRW $ODFL $DSP -- THE WSJ
July 31, 2025 at 1:32 PM
robot2trade.bsky.social
股票評級

傑富瑞金融集團（Jefferies Financial Group Inc.）將歐萊雅（L'Oreal，股票代號：LRLCY）的評等從「弱於大盤」上調至「持有」。

韋斯評級（Weiss Ratings）將多倫多道明銀行（Toronto Dominion Bank，NYSE：TD，多倫多證券交易所代碼：TD）的評級從“買入（b-）”上調至“買入（b）”。

韋斯評級將諾和諾德（Novo Nordisk A/S，股票代碼：NVO）的評級從“賣出（d+）”上調至“持有（c-）”。

韋斯評級將摩根士丹利（Morgan Stanley，股票代碼：MS）的評級從“買入（b-）”上調至“買入
August 7, 2026 at 3:32 PM
retailguru.bsky.social
Of course, this says nada about upscale consumer who remains incredibly resilient/strong across globe, not just in US, even in these Coach numbers. #$TPR #$RL #$LVMUY #$CFRUY #$HESAY #$EL #$LRLCY #$AXP
retailguru.bsky.social Rahul Sharma @retailguru.bsky.social · Aug 13
Another good Q at #$TPR with Coach 10%+ in US yet again. Trouble is high-fliers always struggle with inevitable normalisation. Ongoing +20% in US never in prospect, nor good for brand. But sharp slowdown vs similar compare will bring out doubters/comping the comp talk. #$RL #$CPRI
August 13, 2026 at 12:42 PM
retailguru.bsky.social
L'Oreal points to beauty acceleration citing advantage as affordable treat. US, India strong. While China mass is sluggish, luxury accelerated to +7%. #$LRLCY less strident about proclaiming share gains in China #$EL may be holding ground as both gain ground on LVMH, Hermes #$LVMUY
July 30, 2026 at 12:25 PM
retailguru.bsky.social
L'Oreal Luxe continues to outperform largely on dominant position in fragrance; still up 10%+ after years of standout performance. But compare #$LRLCY to fragrance-heavy LVMH -2% & Hermes -10% & clear that #$LVMUY & #$HESAY are massive underperforming. #$EL #$ULTA
July 29, 2026 at 4:59 PM
retailguru.bsky.social
Steady as she goes at L'Oreal, as beauty continues to do better than most other staples. Sales healthy in all regions, led by beautyceuticals & salon products. Premium beauty in China a call out although #$LRLCY sounds less robust on share gains in segment #$EL #$PG #$UL #$XLP #$ULTA
July 29, 2026 at 4:33 PM