What top creators are saying about The Estée Lauder Companies Inc.(EL)

Described as a 'bloated' and 'asleep' legacy competitor constrained by the 'innovator's dilemma' due to its reliance on physical distributors, making it vulnerable to disruption by Oddity's DTC model.

Cited as a new enterprise client for Shopify, which signifies Shopify's move into serving larger corporations.

Mentioned as an iconic brand moving to Shopify's platform, which is a positive signal for Shopify's upmarket move. The sentiment is slightly bullish as it reflects a successful strategic choice by the company.

The stock is getting 'absolutely eviscerated,' having lost two-thirds of its value and falling to an 8-year low due to its heavy reliance on the Chinese market and the 'Guo Chao' trend.

Mentioned as a large enterprise client now using Shopify's platform, demonstrating Shopify's successful expansion into the enterprise market.

Used as an example of the rapid changes and volatility in the beauty industry, with the company facing 'recent struggles'.

Identified as a 'fallen angel' company that fits the profile of a high-quality brand that is currently out of favor and could be researched for turnaround potential.

Identified as the biggest winner within the 'fallen angel' investment thesis, with its stock performance up 25% year-to-date, which is noted to be roughly matching the return of Nvidia.