Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Estee Lauder Companies Inc V.EL


Primary Symbol: EL

The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its product categories include skin care, makeup, fragrance, hair care and others. Its products are sold in approximately 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include lipsticks, lip glosses, mascaras, foundations and others.


NYSE:EL - Post by User

Comment by ThePharoahon Oct 19, 2018 8:50am
121 Views
Post# 28833252

RE:RE:Today's US Sports contract renewal....

RE:RE:Today's US Sports contract renewal....The pricing is the pricing. Sure $3 million per month is better than $27k but that's just not the kind of product/service they offer.

I'm more interested in the following:

(1) they signed with that US sports league in January 2017 according to an earlier press release for C$255,000.

(2) they renewed in October 2018 (prior to expiration) the contract for two additional years. Not only is this a nice show of confidence, but the price per year of C$326,000 was ~28% higher. I don't know the FX rates at which they convert the contract values, but even if there's a tailwind from FX, it wouldn't be too large and the growth would still be impressive.

The important thing here is that contracts are being renewed, and at a higher value. Clients are seeing a use case for EL's work and are paying up for it. The key is for them to get more and more clients. Hopefully that's where a deal like Kantar factors in. Forrester in the US could also be useful to bring awareness and drive client growth.
<< Previous
Bullboard Posts
Next >>