Rothschild & Co has downgraded Estee Lauder Companies Inc (EL) to Sell from Neutral, reflecting heightened caution regarding the company's outlook. This decision, effective November 24, 2025, suggests concerns about competitive pressures and market conditions that could impact Estee Lauder's performance.
Currently, Estee Lauder's shares trade at $93.70, with a market capitalization of $33.7 billion. The company, which manufactures a wide range of beauty products including skincare, makeup, fragrance, and hair care, operates globally under numerous brand names, including Estee Lauder, Clinique, and M.A.C. It employs approximately 57,000 individuals across its operations.
The downgrade comes amid an evolving landscape for the consumer products industry, where analyst ratings can shift based on new information. Estee Lauder's upcoming earnings reports are scheduled for May 1, 2026, and February 5, 2026, with estimated earnings per share of $0.76 and $0.84, respectively.
While analyst ratings serve as professional opinions derived from research and financial models, they should be considered alongside company fundamentals, competitive positioning, and industry trends. As such, they represent just one of many factors investors may weigh in their decision-making processes.
In the recent analyst consensus, Estee Lauder holds a Buy rating based on a total of 36 analysts, with 4 Strong Buy, 11 Buy, and 21 Hold ratings. The latest downgrade from Rothschild & Co adds a layer of complexity to the company's current standing in the market.