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Sycamore Mid Cap Value Equity's investment thesis on Estée Lauder ($EL) — Q1 2026 | Buyside Digest

$ELNYSEEstée Lauder

BULL

Sycamore Mid Cap Value Equity—EL

Fund Letter

Q1 2026

Published March 31, 2026

$104.85USD

+1.0% vs last month

$69.12Pitched

+51.7% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The stock declined due to below-consensus earnings-per-share projections, despite reporting solid current quarterly results. Sales were impacted...

— Gary H. Miller

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