Zacks Highlights Estee Lauder, e.l.f. Beauty, Helen of Troy and Nu Skin Amid Favorable Cosmetics Trends

Industry
โดย Zacks Investment Research·Read original
Summary · why it matters

Zacks Equity Research has identified The Estee Lauder Companies, e.l.f. Beauty, Helen of Troy, and Nu Skin Enterprises as cosmetics stocks worth watching, citing favorable industry trends. The Zacks Cosmetics industry is benefiting from sustained demand for skincare, makeup, fragrance, and personal care products, driven by consumers' focus on self-care and wellness. Innovation in science-backed formulations and clean beauty, along with digital engagement tools, is fueling growth, though companies face cautious spending, elevated input costs, and supply-chain uncertainties. The industry carries a Zacks Industry Rank of 107, placing it in the top 43% of over 247 industries, and its consensus earnings estimate for the current fiscal year has risen 17% since early April 2026. Estee Lauder, rated Zacks Rank #2, has a consensus EPS estimate of $2.41 and its stock gained 17.1% over the past year; Helen of Troy, also Rank #2, has an EPS estimate of $3.44 and an 8.4% gain; Nu Skin, Rank #3, has an EPS estimate of $1.00 and a 35% decline; and e.l.f. Beauty, Rank #3, saw its EPS estimate drop 8.6% to $3.30 and its stock fall 46.7%.

Impact on stocks 4

Consumer Staples± Mixed · 3 stocks
Estee Lauder Companies Inc
EL
▲ PositiveDemandrelevance

Favorable industry trends with sustained demand for skincare and cosmetics, benefiting Estee Lauder as a key player.

ELF Beauty Inc
ELF
▼ NegativeCapitalrelevance

EPS estimate dropped 8.6% and stock fell 46.7%, indicating negative earnings revision.

Climate Adaptation & Water · 1 stocks
Helen of Troy Ltd
HELE
▲ PositiveDemandrelevance

Favorable industry trends and positive earnings estimate revision (EPS $3.44) support Helen of Troy.