Estée Lauder Shares Slide to $89.27 as Organic Sales, Margins, EPS Shrink – Analysts Recommend Another Stock

Estée Lauder stock (NYSE: EL) has fallen 5.7% over the past six months to $89.27, trailing the S&P 500’s 10.9% advance, according to a June 1, 2026 research note from StockStory. Analysts flagged three risks: declining organic revenue, near-breakeven operating margins, and shrinking earnings per share. Organic sales, which exclude currency swings and acquisitions, dropped an average 2% year-on-year across the last eight quarters. Operating profit was roughly breakeven over the past two years, a weak performance for a consumer staples company that typically generates high gross margins. EPS declined 16.5% annually over three years, outpacing revenue losses as fixed costs eroded profitability amid falling demand. At 30.1 times forward earnings, the stock prices in a growth rebound that has not occurred. Analysts recommended avoiding EL in favor of another, unnamed stock.