The Estée Lauder Companies Inc. - Company Overview and Analysis, 2023 Update

Summary

The Estee Lauder Companies Inc. (Estée Lauder) operates across the cosmetics & toiletries industry and sells make-up, haircare, fragrance, and skincare products. The company operates its business across all regions worldwide. Its major business is concentrated in North America, which accounted for 40.5% of value sales in 2022. The author’s thematic scorecard shows that Estée Lauder ranks 16th in the top 20 health & beauty companies and is investing in themes such as social media, ecommerce, environmental, social, and corporate governance (ESG), artificial intelligence (AI), metaverse, and individualism & expression. Most of the brands operating under Estée Lauder registered an increase in average prices from June 2022 to May 2023 owing to increased raw material costs.

Scope

• Estée Lauder has a diversified geographical presence worldwide
• All regions globally to present favorable market conditions for skincare sector during the forecast period
• Estée Lauder’s skincare business will see a positive outlook through 2027
• Estée Lauder saw a decline in sentiment score in Q1 2023

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