If I had to choose between Target and Estée Lauder after earnings, I’d lean toward
$Estee Lauder(EL)$ . The 16% jump is significant, but the results suggest its turnaround may finally be gaining traction. Improving China demand and strong fragrance growth from Tom Ford and Le Labo give me more confidence in its recovery.
I also like $Target(TGT)$ setup, with stronger traffic, digital sales growth and a raised full-year outlook. However, part of the EPS strength came from tariff refunds, so I’d like to see more evidence that earnings can continue improving without one-off benefits.
For me, EL has more upside potential, while TGT is the steadier recovery play. I’d choose EL, but wouldn’t chase the 16% move—I’d rather wait for a pullback and see if the fundamentals continue improving.
@TigerStars @TigerClub @Tiger_comments @Tiger_Earnings
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