Estée Lauder Companies vs Constellation Brands
Estée Lauder Companies vs Constellation Brands compares two consumer-focused groups to illuminate differing business models, financial performance, and market context. This page presents objective insights into strategy, earnings patterns, and industry positioning, helping readers understand contrasts and similarities without speculation. Educational content, not financial advice.
Estée Lauder Companies vs Constellation Brands compares two consumer-focused groups to illuminate differing business models, financial performance, and market context. This page presents objective ins...
Why It's Moving
Estée Lauder Hits 52-Week High on Strong Q1 Turnaround Momentum
- Organic net sales rose 3% in Q1 fiscal 2026, while adjusted operating margin jumped 300 basis points to 7.3%, reflecting sharper execution and profitability gains.
- Profit Recovery plan boosted gross margin by 60 basis points to 73.3% through procurement efficiencies and better inventory control, offsetting inflation pressures.
- Early January upgrades from research firms and moves like appointing Daisy Edgar-Jones as ambassador highlight multigenerational appeal and product innovation.
Constellation Brands Trims FY26 Outlook Amid Beer Segment Resilience, Sparking Mixed Investor Signals.
- Beer revenue dipped just 1% in the latest period, a sharp improvement from the prior 5% contraction, signaling demand stabilization for premium Mexican imports.
- FY26 comparable EPS guidance cut to $11.30-$11.60 from $12.60-$12.90, reflecting cautious macro pressures but paired with steady capex at $1.2 billion.
- Distanced from Canopy investment via major write-offs, positioning STZ for potential upside in emerging THC drinks if legalization advances.
Estée Lauder Hits 52-Week High on Strong Q1 Turnaround Momentum
- Organic net sales rose 3% in Q1 fiscal 2026, while adjusted operating margin jumped 300 basis points to 7.3%, reflecting sharper execution and profitability gains.
- Profit Recovery plan boosted gross margin by 60 basis points to 73.3% through procurement efficiencies and better inventory control, offsetting inflation pressures.
- Early January upgrades from research firms and moves like appointing Daisy Edgar-Jones as ambassador highlight multigenerational appeal and product innovation.
Constellation Brands Trims FY26 Outlook Amid Beer Segment Resilience, Sparking Mixed Investor Signals.
- Beer revenue dipped just 1% in the latest period, a sharp improvement from the prior 5% contraction, signaling demand stabilization for premium Mexican imports.
- FY26 comparable EPS guidance cut to $11.30-$11.60 from $12.60-$12.90, reflecting cautious macro pressures but paired with steady capex at $1.2 billion.
- Distanced from Canopy investment via major write-offs, positioning STZ for potential upside in emerging THC drinks if legalization advances.
Investment Analysis
Pros
- Estée Lauder reported Q4 EPS above expectations, showing resilience in a challenging prestige beauty market.
- The company expanded gross margins by 230 basis points, reflecting improved cost management and operational efficiency.
- China sales are stabilising with signs of market share gains, offering potential for future revenue recovery.
Considerations
- Organic sales declined by 8% for the full fiscal year, indicating persistent demand headwinds in key markets.
- Operating margin contracted by 220 basis points, highlighting ongoing profitability pressures despite margin improvements.
- Stock price remains volatile, with recent declines despite earnings beats, reflecting investor concerns over growth prospects.
Pros
- Constellation Brands benefits from exclusive US rights to high-growth Mexican beer brands like Corona and Modelo.
- The company operates with best-of-breed margins and is well-positioned to capitalise on strong secular beverage trends.
- Shares trade at a notable discount to fair value estimates, suggesting potential upside for value-oriented investors.
Considerations
- Recent quarterly EPS declined by 16%, reflecting short-term profitability challenges in the beverage segment.
- The business faces evolving industry dynamics, including shifting consumer preferences and competitive pressures.
- Exposure to regulatory and macroeconomic risks in the alcohol sector could impact future growth and margins.
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Estée Lauder Companies (EL) Next Earnings Date
Estée Lauder (EL) is scheduled to report its next earnings on February 5, 2026 before market open. This earnings release will cover the company's Q2 2026 fiscal quarter. The company has provided FY 2026 guidance of $14.6 billion to $15.0 billion in revenue and $1.90 to $2.10 in earnings per share, above current analyst consensus estimates.
Constellation Brands (STZ) Next Earnings Date
Constellation Brands (STZ) reported its Q3 2026 earnings on January 7, 2026, after market close, with the conference call held on January 8, 2026. This covered the quarter ended November 30, 2025. The next earnings release for Q4 2026 is estimated for early April 2026, based on historical patterns.
Estée Lauder Companies (EL) Next Earnings Date
Estée Lauder (EL) is scheduled to report its next earnings on February 5, 2026 before market open. This earnings release will cover the company's Q2 2026 fiscal quarter. The company has provided FY 2026 guidance of $14.6 billion to $15.0 billion in revenue and $1.90 to $2.10 in earnings per share, above current analyst consensus estimates.
Constellation Brands (STZ) Next Earnings Date
Constellation Brands (STZ) reported its Q3 2026 earnings on January 7, 2026, after market close, with the conference call held on January 8, 2026. This covered the quarter ended November 30, 2025. The next earnings release for Q4 2026 is estimated for early April 2026, based on historical patterns.
Which Baskets Do They Appear In?
Reputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Reputation Shields
Invest in companies with brands so powerful they're practically bulletproof. These carefully selected stocks represent iconic names with decades of consumer trust, giving them unique protection against scandals and market turbulence that would devastate lesser companies.
Published: June 17, 2025
Explore BasketBuy EL or STZ in Nemo
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