Estée Lauder Companies vs Kraft Heinz
This page compares Estée Lauder Companies Inc. vs Kraft Heinz Company, The, and outlines business models, financial performance, and market context in a neutral, accessible way for readers. It presents information without judgement, focusing on how each company operates and performs within its sector. Educational content, not financial advice.
This page compares Estée Lauder Companies Inc. vs Kraft Heinz Company, The, and outlines business models, financial performance, and market context in a neutral, accessible way for readers. It present...
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.
Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.
- Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
- Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
- Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.
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.
Kraft Heinz appoints proven CEO Steve Cahillane amid Berkshire Hathaway's potential stake reduction and planned company split.
- Cahillane, with a strong track record at Kellanova, will steer the faster-growing unit with $15B in annual sales post-split, sparking optimism for revitalized performance.
- Berkshire Hathaway's SEC filing for resale of 325 million shares fuels speculation of a major exit, driving KHC to a 5-year low near $22.
- Q4 and full-year 2025 results set for February 11, with analysts mixed amid competitive pressures and new dietary guidelines hitting food stocks.
Investment Analysis
Pros
- Recent fiscal Q4 2025 earnings beat expectations with EPS of $0.09, surpassing analyst estimates by 8.7%.
- Gross margin expanded by 230 basis points to 74% in fiscal 2025, reflecting improved cost management.
- Strong market share gains in China and positive early sales signals indicate gradual improvement in net sales.
Considerations
- Fiscal 2025 reported an 8% decline in organic sales, pointing to ongoing challenges in the global prestige beauty market.
- Operating margin contracted by 220 basis points to 8%, highlighting operational difficulties.
- Stock declined by about 5.75% in pre-market trading post-earnings despite beating EPS forecasts, showing investor caution.
Kraft Heinz
KHC
Pros
- Kraft Heinz holds a strong position in traditional retail channels, with 85% of sales from brick-and-mortar and online grocery stores.
- Execution of a strategic roadmap since mid-2019 focused on marketing, product innovation, and e-commerce has driven improved market share and shelf-space gains.
- The stock trades significantly below fair value estimates, indicating potential value upside.
Considerations
- The company has a modest return on equity averaging around 5.4% over three years, lower than many peers in the packaged foods sector.
- The brand and product portfolio exposure to consumer spending trends subjects Kraft Heinz to macroeconomic headwinds amid weakening consumer sentiment.
- Despite strategic improvements, Kraft Heinz faces execution risks related to sustaining efficiencies and competitive responses in a challenging consumer staples market.
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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.
Kraft Heinz (KHC) Next Earnings Date
Kraft Heinz Company's next earnings date is February 11, 2026, when it will report fourth quarter and full year 2025 results before the market opens. Management will host a live Q&A session with analysts at 9:00 a.m. Eastern Standard Time following the release. This schedule aligns with the company's official announcement as of late January 2026.
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.
Kraft Heinz (KHC) Next Earnings Date
Kraft Heinz Company's next earnings date is February 11, 2026, when it will report fourth quarter and full year 2025 results before the market opens. Management will host a live Q&A session with analysts at 9:00 a.m. Eastern Standard Time following the release. This schedule aligns with the company's official announcement as of late January 2026.
Which Baskets Do They Appear In?
Reputation Shields
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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
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