https://aeacapitalresearch.com/positions/EL.html Everything published on AEA Capital Research about EL: the standing position thesis, its earnings report and competitor comparison where those exist, plus any News, Letters, or Opinion piece that mentions it by name (a real text match, not hand-curated). en-us https://aeacapitalresearch.com/positions/EL.html https://aeacapitalresearch.com/positions/EL.html Position detail: Estée Lauder Companies (EL) — valuation, thesis, and bull/base/bear case. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/earnings/EL-2026-q3.html https://aeacapitalresearch.com/earnings/EL-2026-q3.html Earnings update on Estée Lauder Companies (EL): Fiscal Q3 2026 Earnings Update. Sat, 11 Jul 2026 00:00:00 GMT https://aeacapitalresearch.com/comparisons/beauty-el-coty.html https://aeacapitalresearch.com/comparisons/beauty-el-coty.html A prestige-beauty turnaround bet against a smaller, mass-and-prestige hybrid beauty company also mid-restructuring. Sat, 11 Jul 2026 00:00:00 GMT