This report provides the US morning market briefing, featuring internet industry investment themes and specific stock ratings for Estee Lauder and L'Oreal.
Key Takeaways
- 1.Eric Sheridan highlights 10 internet industry themes for 2026, focusing on AI investment, the consumer, and AI disruption.
- 2.Bonnie Herzog reinstated Estee Lauder (EL) at Buy, citing underlying improvements driving growth momentum.
- 3.Olivier Nicolaï maintains a Buy rating on L'Oreal (OREP.PA), noting continued growth momentum expected for Q2 results.
Table of Contents
- Featured Analysts
- Notes on the Call
- Global Market Intelligence
- Resource Corner
- Disclosure Appendix
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Authors
Chris HusseySarah Herr
Securities
ELOREP.PA
Themes
AI DisruptionArtificial IntelligenceConsumer Trends
Regions
GlobalUnited States