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Podcast: The Intrinsic Value Podcast - The Investorâs Podcast Network
Episode: TIVP028: EstĂ©e Lauder (EL): Michael Burryâs Big Bet w/ Daniel Mahncke & Shawn OâMalley
Description: Daniel Mahncke and Shawn OâMalley take a closer look at EstĂ©e Lauderâs turbulent turnaround, tracing the beauty giantâs fall from pandemic favorite to contrarian play. After years of strong growth, the company was hit by an inventory pileup, the collapse of Chinaâs daigou shopping channel, and a broader slowdown in its most important market. In this episode, they explore whether the âBeauty Reimaginedâ strategy and the arrival of new CEO StĂ©phane de La Faverie can reignite growth through cost savings, better channel mix, and stronger appeal to younger consumers.
Daniel and Shawn debate h...