How Estée Lauder's (EL) Beauty&You India Initiative Reflects Its Push Into Emerging Markets

• Earlier this week, The Estée Lauder Companies Inc. announced the winners of BEAUTY&YOU India 2025, a program in partnership with Startup India and Nykaa that supports innovative beauty entrepreneurs through funding, mentorship, and platforms to grow their brands.
• This initiative, which also launched the BEAUTY&YOU Visionary Women’s Award, underscores Estée Lauder’s commitment to empowering women and fostering innovation within high-potential emerging markets.
• We’ll now explore how these entrepreneurship and brand-building efforts influence Estée Lauder’s investment narrative, particularly given its focus on emerging markets expansion.

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Estée Lauder Companies Investment Narrative Recap

To own shares of Estée Lauder Companies, you need conviction in the company’s ability to regain momentum in beauty through innovation, emerging markets, and digital channels even as challenging retail dynamics persist. While the recent BEAUTY&YOU India 2025 initiative draws attention to Estée Lauder’s push into high-growth emerging markets, this news does not materially change that the immediate outlook hinges on travel retail recovery and managing margin pressures from elevated costs.

Of the recent announcements, strategies focused on product innovation stand out in context with the BEAUTY&YOU program, which directly supports entrepreneurial beauty brands and aligns with Estée Lauder’s efforts to accelerate clinically-backed and trend-driven product launches across key categories. These efforts are central to driving revenue growth, supporting margin expansion, and strengthening brand relevance as emerging markets and new consumer segments become increasingly important.

But in contrast, ongoing volatility in global travel retail remains a critical risk investors should not overlook if you’re...

Read the full narrative on Estée Lauder Companies (it's free!)

Estée Lauder Companies' outlook anticipates $16.0 billion in revenue and $1.4 billion in earnings by 2028. This scenario is based on a 3.9% annual revenue growth rate and a $2.5 billion increase in earnings from the current level of -$1.1 billion.

Uncover how Estée Lauder Companies' forecasts yield a $93.26 fair value, a 6% upside to its current price.

Exploring Other Perspectives

Eleven opinions from the Simply Wall St Community put Estée Lauder’s fair value between US$60.66 and US$152 per share. Wide gaps in valuation reflect how initiatives in emerging markets may affect growth, with each perspective providing fresh context to your investment outlook.

Explore 11 other fair value estimates on Estée Lauder Companies - why the stock might be worth as much as 73% more than the current price!

Build Your Own Estée Lauder Companies Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Estée Lauder Companies research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Estée Lauder Companies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Estée Lauder Companies' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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