Daniel and Shawn take a closer look at Estée Lauder’s turbulent turnaround, from pandemic favorite to contrarian play.
What you’ll learn here:
00:00:00 – Intro
00:05:29 – How Estée Lauder built the beauty giant
00:13:42 – Why Estée Lauder’s business and stock fell so dramatically
00:27:22 – How Social Media and personal brands changed the beauty industry
00:14:03 – Why China played a major part in the company’s rise and fall
00:42:23 – How the family drama caused a management crisis
00:46:26 – How Estée Lauder plans to rise to the industry’s top again
00:55:08 – Whether Estée Lauder is attractively valued at its current levels
01:00:08 – Whether Shawn & Daniel add EL to The Intrinsic Value Portfolio
Transcript & Host Info:
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
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