The Estee Lauder Companies Inc Class A
EL: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| $833.00 | Bdnm | Thmfzfv |
Temporary Travel Retail Woes Should Not Derail Estee Lauder’s Long-Term Beauty Prospects
Business Strategy and Outlook
As a leading provider of premium beauty products, Estee Lauder has reinforced its competitive standing with category-leading brands in skin care, cosmetics, and fragrances, in addition to retaining a preferred vendor status across brick-and-mortar and digital channels. These attributes, coupled with scale-based cost advantages, should augur a long-term competitive edge that enables the firm to deliver excess returns for more than 20 years. As such, we award Estee a wide moat rating.