Exclusive extracts from this 26-page-long report:
- Who is the player?
The company was established in 1946, when Estee Lauder began producing cosmetics, in New York. Today, Estee Lauder, which seeks to position itself as “the global house of prestige beauty”, owns luxury brands such as La Mer, Jo Malone London, Tom Ford, AERIN, RODIN olio lusso, Le Labo, Editions de Parfums Frédéric Malle and By Kilian. [...]
- What are the player's strategies?
Since 2016, when the company unveiled “Leading Beauty Forward”, a multi-year programme designed to streamline operations and eliminate inefficiency in order to free up resources to invest in “avenues of growth”, the company has continued to decrease the size of its workforce and shake-up top-management positions, supply chain activities, retail structures, and product portfolio. Specifically, this has translated into the disposal of a series of under-performing brands and the closure of brick-and-mortar stores, and conversely, into a higher focus on multi-channel and travel retail commerce platforms. […]
- What are the player's strengths and weaknesses?
International presence and brand visibility
Product positioned principally in the luxury price tier […]
High reliance on third-parties as selling platforms (42% of FY2016/17 net sales made through department stores)
Declining hair care revenue in 2017 […]
- What is the player's financial position?
The financial indicators included in the report include: Consolidated net revenues, Consolidated operating income and margin, Consolidated net profit and margin, Advertising expenses and ratios, Sales by segment, Sales performance by segment, Sales by region, Sales performance by region, Profitability ratios, Liquidity ratios, Solvency ratios and Free cash flow and capital expenditure.