negative
Recently
Rothschild & Co downgrades Estée Lauder after margin concerns
Estée Lauder was downgraded to Sell by Rothschild & Co amid margin pressure, with its price target slashed to $70 from prior levels.
Rothschild & Co Redburn downgraded Estée Lauder from Neutral to Sell, cutting its price target to $70 and citing weak operating margins, down to 8% in fiscal 2025, the lowest in years. Investors remain cautious as margin recovery is expected only gradually, despite stable brand strength and revenue growth forecasts.