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Apple's Vision Pro, Meta's new dividend, and Microsoft and Amazon's success in the cloud discussed. China's Evergrande liquidation could cause more pain. FICO CEO talks about AI and buy-now-pay-later. Estee Lauder and Etsy stocks analyzed.
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Quick takeaways
- Estee Lauder's decline in market share and gross margin presents an opportunity for investors to view the stock as undervalued and potentially regain its former success.
- Etsy's slowdown in growth and questions about its House of Brands strategy raise investor concerns, but activist investor Elliot Management's involvement could positively impact the stock.
Deep dives
Estee Lauder faces challenges but shows potential for recovery
Estee Lauder has experienced a decline in market share and gross margin. With earnings coming up, investors are wondering if the company can regain its former success. Forecasted earnings of $2.60 may seem expensive compared to the $7 earnings from two years ago, but it presents an opportunity if the stock is viewed as a $7 stock. Additionally, Estee Lauder's family-run business model and high gross margins make it an appealing option for investors.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode