Librarian Capital (@librariancapital): "Estée Lauder $EL's perpetual US destocking Last Q: "Our inventory, everywhere in the world, are lower or in line with where we need it to be, including in N America" This Q: "In the US, our retail sales grew mid-single digits"; "in N America, sales declined low single digits""

Estée Lauder $EL's perpetual US destocking

Last Q: "Our inventory, everywhere in the world, are lower or in line with where we need it to be, including in N America"

This Q: "In the US, our retail sales grew mid-single digits"; "in N America, sales declined low single digits"

May 4

6:59 PM