Is Estée Lauder (EL) a Buy After the Rothschild Downgrade? Valuation, China Strategy and 2025 Catalysts
Rothschild & Co downgraded Estée Lauder to “Sell” on November 29, 2025, cutting its price target to $70, about 25% below the current $94.07 close. The move contrasts with recent upgrades from other firms. Estée Lauder has resumed organic sales growth, raised its dividend, and is focusing on China and emerging markets. The company reported a trailing 12-month net loss of $930 million.