Beauty Industry: Maintaining Fair Value Estimates;…
From Morningstar: 2025-04-04 05:45:00
Beauty companies like Estee Lauder and Coty saw stock prices drop after Trump’s tariff announcements, impacting products from Europe. While tariffs may raise costs and lower demand, companies have flexibility to mitigate impact. Morningstar maintains fair value estimates for Estee, L’Oreal, Coty, and Puig, with Estee offering the best risk/reward profile at a 50% discount.
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