Estee Lauder's Online Sales Surge to 31%: A Transformation in Beauty Retail?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 23 2025
0mins
Should l Buy CELH?
Source: NASDAQ.COM
Estee Lauder's Digital Growth: Estee Lauder Companies Inc. reported that online sales reached 31% of total sales in fiscal 2025, marking a significant shift in consumer engagement with prestige beauty, driven by expansion on platforms like Amazon, Shopee, and TikTok Shop.
Sales Mix Transformation: The company's increasing online sales are helping to offset declines in travel retail, indicating a structural change in its sales mix as it aims to broaden consumer access through various digital channels.
Stock Performance and Valuation: Estee Lauder's shares have outperformed the broader Consumer Staples sector, gaining 13.3% over the past three months, although its forward P/E ratio of 39.38 indicates a premium valuation compared to industry peers.
Earnings Estimates: Despite recent downward revisions in earnings estimates for Estee Lauder, projections still indicate significant year-over-year growth rates of 36.4% for the current fiscal year and 35.7% for the next fiscal year.
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Analyst Views on CELH
Wall Street analysts forecast CELH stock price to rise
17 Analyst Rating
14 Buy
2 Hold
1 Sell
Strong Buy
Current: 44.390
Low
45.00
Averages
62.85
High
80.00
Current: 44.390
Low
45.00
Averages
62.85
High
80.00
About CELH
Celsius Holdings, Inc. is engaged in the development, processing, marketing, sale, and distribution of functional energy drinks to a range of consumers. The Company's flagship asset, CELSIUS, is marketed as a lifestyle and energy drink. This product line comes in two versions: a ready-to-drink form and an on-the-go powder form. It also offers a new CELSIUS Essentials line, available in 16-ounce cans and a Hydration line of zero-sugar powders that are infused with electrolytes and are available in a variety of fruit-forward flavors. Celsius products are offered in retail channels across the United States, including conventional grocery, natural, convenience, fitness, mass market, vitamin specialty and e-commerce platforms. Its product's formulation includes ingredients and supplements such as green tea (EGCG), ginger (from the root), calcium, chromium, B vitamins and vitamin C. The Company's product portfolio also includes the health and wellness brand Alani Nu.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong Cash Flow: Last year, PepsiCo generated nearly $12.1 billion in operating cash flow, comfortably covering $4.4 billion in capital expenditures and $7.6 billion in dividend payments, reflecting its financial stability and supporting its A+ credit rating.
- Future Return Plans: PepsiCo anticipates paying $7.9 billion in dividends by 2026 and plans to repurchase $1 billion of its stock as part of a newly announced $10 billion repurchase program, further enhancing shareholder returns.
- Optimistic Growth Outlook: The company expects net revenue growth of 4% to 6% in 2026, with core earnings-per-share growth of 4% to 6%, and will continue investing in high-growth areas to ensure long-term revenue and earnings growth.
See More
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- Strong Cash Flow: Last year, PepsiCo generated nearly $12.1 billion in operating cash flow, comfortably covering $4.4 billion in capital expenditures and $7.6 billion in dividend payments, demonstrating its strong financial health and commitment to shareholder returns.
- Future Commitments: By 2026, PepsiCo anticipates paying $7.9 billion in dividends and plans to repurchase $1 billion of its stock as part of a newly announced $10 billion buyback program, reflecting the company's confidence in future growth and commitment to shareholders.
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- Earnings Release Schedule: The company plans to release its fourth quarter and full-year 2025 financial results before market open on February 26, 2026, followed by a conference call to analyze the financial results and address investor inquiries, enhancing transparency and investor confidence.
- Webcast and Replay: Celsius will provide live webcasts and replays of the conference on its investor relations website, ensuring investors can access key information in a timely manner, in compliance with the SEC's Regulation Fair Disclosure, thereby enhancing the breadth of information dissemination.
- Functional Beverage Market Positioning: Celsius Holdings focuses on the functional beverage market, with brands like CELSIUS® and Alani Nu®, meeting the demand for healthy drinks through innovative products, further solidifying its market position in the rapidly growing functional beverage sector.
See More
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- New Board Members: Celsius Holdings has appointed Christy Jacoby and John Short to its Board of Directors, replacing Israel Kontorovsky and Michael Del Pozzo, aiming to enhance the board's expertise to support the company's long-term value creation strategy.
- Jacoby's Background: Christy Jacoby currently serves as Senior Vice President and CFO of PepsiCo North America Operations, overseeing approximately $40 billion in food and beverage business, bringing over 20 years of finance and operational leadership experience, which is expected to provide Celsius with deep financial strategy and performance insights.
- Short's Background: John Short is PepsiCo's Senior Vice President of Strategic Partnerships & Franchise, with over 30 years of leadership experience in the beverage and consumer packaged goods industries, focusing on commercial strategy and revenue growth management, which is anticipated to drive Celsius's expansion and partnerships in the beverage market.
- PepsiCo's Influence: PepsiCo is entitled to nominate two directors under its equity investment agreement with Celsius, indicating its ongoing support and influence over Celsius's future development, which may further strengthen the strategic partnership between the two companies.
See More
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- Main Street Capital's Unique Policy: As a business development company, Main Street Capital provides capital to lower middle-market firms, achieving a 4% dividend increase over the past year and a total growth of 136% since its 2007 IPO, with a monthly dividend policy that ensures sustainable cash flow, currently yielding 6.7%.
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See More
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- Main Street Capital's Unique Policy: Main Street Capital maintains a sustainable monthly dividend policy, increasing its payout by 4% over the past year and achieving a total increase of 136% since its 2007 IPO, resulting in a 6.7% yield that provides investors with a reliable passive income stream.
- Verizon's Financial Flexibility: Verizon generates approximately $20 billion in free cash flow annually, supporting its 6.9% dividend payments, and has consistently raised its dividend for 19 years, showcasing its strong profitability and market position.
- Acquisition Enhances Growth Potential: Verizon's recent $20 billion acquisition of Frontier Communications aims to bolster its fiber network, which will enhance cross-selling capabilities, driving revenue and margin growth, thereby reinforcing its ability to sustain dividend payments.
See More
