$EL Quick Pitch
10 months ago
Chop Wood, Carry Water
"EL: Luxury beauty leader facing challenges, but "Beauty Reimagined" strategy aims for sales growth & double-digit margins. Asia (30% sales) rebound could boost. PRGP targets $800M-$1B annual savings by 2027. Risks: Asia weakness, PRGP execution, debt. Trading at 25x forward earnings vs 35x 5-year avg. 100%+ return potential if turnaround succeeds."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
$EL Quick Pitch
Source:
Chop Wood, Carry Water
Published:
February 25, 2025
Idea Type:
Stock Idea