12:09 PM EDT, 10/29/2025 (MT Newswires) -- Estee Lauder ( EL ) is well-positioned to deliver market consensus for fiscal Q1 EPS of $0.17, Oppenheimer said in a preview note Wednesday. The results are due Oct. 30.

Oppenheimer analysts also said they expect the company to post slightly positive organic sales growth.

"We still expect management to maintain conservative FY26

targets, even with potential Q1 upside, amid continued uncertainty on the Chinese consumer/tariffs," they said.

Looking ahead, the analysts said they are focused on its ability to re-accelerate organic sales growth to the mid-single digit levels, which could be needed to sustain "peakish" valuation.

Oppenheimer kept its perform rating on the stock.

Price: 98.59, Change: -0.17, Percent Change: -0.17