Tyson, Inter Parfums and Estée Lauder fall as failed Iran talks lift input-cost concerns

Shares of Tyson Foods, Inter Parfums and Estée Lauder fell in afternoon trading on May 14, 2026, after the collapse of Iran peace talks raised concerns that higher oil and natural gas prices could pressure consumer staples and beauty companies’ costs. Energy is a key input across food, beverage, household goods and cosmetics supply chains, affecting fertilizer, packaging resins, shipping fuel and vegetable oils. Kraft Heinz has projected 4% input-cost inflation this year as resin hedges expire in mid-third quarter, while General Mills reported a 310-basis-point decline in fiscal third-quarter 2026 gross margin tied to higher input costs. Estée Lauder recently reported fiscal first-quarter 2026 adjusted earnings of 88 cents a share, above analyst estimates of 65 cents, on revenue of $3.71 billion, up 4.6% from a year earlier. The company raised its full-year adjusted EPS outlook to a midpoint of $2.40. Its shares are down 22.5% in 2026 and trade at $82.72, 30.8% below their 52-week high.