Estée Lauder Bet Everything On China, And Lost
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In this video we analyze the rise of the cosmetics giant Estée Lauder and their recent revenue declines. We specifically focus on their operations in China.
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#wallstreetmillennial #esteelauder
0:00 – 1:17 Intro
1:18 – 3:13 Rise of Estee Lauder
3:14 – 7:17 China Expansion
7:18 – 9:01 Daigou Crackdown
9:02 What’s Next For Estee Lauder?
@johnb7585
January 12, 2026 at 11:55 pm
Cosmetics in general SUCK. Feed vanity, pollute the planet and the person plastering them on, and involve disgusting amounts of animal testing.
@gund89123
January 12, 2026 at 11:55 pm
Businesses shouldn’t expect to make money in China for long term
China will find a way to kill foreign companies, support Chinese companies.
They let foreign companies into China so that they can steal technology, create supply chains within China.
Only Chinese companies can start a factory in China, this benefits Chinese companies a lot.
@relastone
January 12, 2026 at 11:55 pm
People are awake from the “luxury” lies
@dakine420a
January 12, 2026 at 11:55 pm
I truly enjoy the information and stories here but it’s so hard listening to AI mispronounce so many common words.
@warningsigns4526
January 12, 2026 at 11:55 pm
FILTH
@warningsigns4526
January 12, 2026 at 11:55 pm
Lauter – name changer Is ra hell
@a.leehilliard4716
January 12, 2026 at 11:55 pm
And they ignored the customers who got them here. Betting on a market that is extremely fickle. Do nothing family members who got rid of Prescriptives while buying up their rivals to only them shut them down. Changing the formulations of the ones they keep. Putting the ridiculous TF line in their old prescriptives spaces. The Aerin line is also a waste. 55 dollar TF lipstick! Estee Lauder is definitely rolling over in her grave.
@stuck-in-the-80s-e5h
January 12, 2026 at 11:55 pm
Never liked estee lauder
@Amel-sc4jw
January 12, 2026 at 11:55 pm
I Love Genius China ✌️
@3thmnify
January 12, 2026 at 11:55 pm
Americans are broke. People are shopping at Temu. There you go
@miramavensub
January 12, 2026 at 11:55 pm
The margins kn luxury cosmetics are so high (like thousands of percent) that if they really wanted to compete they could lower their prices in mainland China to make up for the tariffs; they just don't want to take the perception hit that it would cause for their wealthier European and American consumers.
@v.r.2834
January 12, 2026 at 11:55 pm
Chinese people are simply more intelligent 😊
@sunnindawg
January 12, 2026 at 11:55 pm
Excellent report
@dazedhavoc
January 12, 2026 at 11:55 pm
Stop doing business with shitty china
@dazedhavoc
January 12, 2026 at 11:55 pm
Go communist and go broke!
@dazedhavoc
January 12, 2026 at 11:55 pm
China is a lost cause
@dazedhavoc
January 12, 2026 at 11:55 pm
China is a lost cause
@TheSmokey1523
January 12, 2026 at 11:55 pm
Umm why would you expect China to buy your stuff when your government set out to bring down the Chinese economy? You can’t have it both ways.
@Gouliguo
January 12, 2026 at 11:55 pm
Wet dream is over babe
@jdlang2
January 12, 2026 at 11:55 pm
I think Estee Lauder's strategy was to gobble up new and upcoming brands like the ordinary but it became too big to control and manage properly. I think they bit off more than they could chew.
@azalia423
January 12, 2026 at 11:55 pm
This company is on the BDS list.
@AmyB369
January 12, 2026 at 11:55 pm
Estée Lauder is a brand killer
@usavetsmith7269
January 12, 2026 at 11:55 pm
Estee Lauder deserves it for supporting china
@Viv8ldi
January 12, 2026 at 11:55 pm
There was a scandal recently that they but cancerogenic ingredients in teenage face cleansers, am I the only one who read that?
Comments are closed.