2025 Q4 earnings season is in full swing, with prominent companies like e.l.f. Beauty (NYSE:ELF) and Estee Lauder (NYSE:EL) set to report.
The performance gap between e.l.f. Beauty and Estee Lauder has been significant over the past quarter, with ELF shares down 4.4% while EL has surged nearly 70%.
Quarterly Estimates
Estee Lauder is expected to see 33% year-over-year EPS growth, with a Zacks Consensus EPS estimate of $0.83, while e.l.f. Beauty is forecasted to have a 1.2% decline in EPS compared to the previous year.
Sales forecasts show a 30% YoY growth for ELF and a 5% expansion for EL.
Factors Driving Recent Performance
e.l.f. Beauty’s sales growth has cooled down, impacting its stock performance relative to Estee Lauder.
Estee Lauder’s margins have remained stronger, supporting its profitability compared to ELF.
Which is Better?
Estee Lauder (NYSE:EL) holds a Zacks Rank #2 (Buy) and boasts a more diverse product portfolio across beauty categories, providing a balanced business. ELF, on the other hand, is a high-growth player primarily in the makeup segment.
Both earnings releases will provide insights into consumer sentiment, with EL offering a more defensive play and a dividend yield of 1.2% annually.
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For a detailed stock analysis, check out The Estee Lauder Companies Inc. (EL) : Free Stock Analysis Report and e.l.f. Beauty (ELF) : Free Stock Analysis Report.
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