Estee Lauder Companies (EL) Change in Inventory (2009 - 2026)
Estee Lauder Companies (EL) posted Change in Inventory of $84.0 million for Q2 2026, up 90.91% on a QoQ basis from $44.0 million in Q1 2026, and up 170.97% year-over-year from $31.0 million in Q2 2025.
Analysis
Estee Lauder Companies (EL) Change in Inventory (2009 - 2026) Analysis & Trends
Estee Lauder Companies has reported Change in Inventory for 18 years, with the latest figure at $84.0 million in Q2 2026.
- On a quarterly basis, Change in Inventory rose 170.97% year-over-year to $84.0 million in Q2 2026; TTM through Jun 2026 was -$51.0 million, a 72.28% increase from a year earlier, with the FY2026 full-year figure at -$51.0 million, up 72.28% from the prior year.
- Change in Inventory was $84.0 million for Q2 2026 at Estee Lauder Companies, up from $44.0 million in the prior quarter.
- The five-year high for Change in Inventory was $234.0 million in Q1 2022, with the low at -$343.0 million in Q4 2023.
- Average Change in Inventory over 5 years is -$27.7 million, with a median of -$34.0 million recorded in 2023.
- The sharpest annual moves came in 2022 and 2024: Change in Inventory surged 333.33% in 2022, then slumped 12300.0% in 2024.
- Over 5 years, Change in Inventory stood at -$73.0 million in 2022, then slumped by 369.86% to -$343.0 million in 2023, then surged by 58.6% to -$142.0 million in 2024, then slipped by 21.83% to -$173.0 million in 2025, then soared by 148.55% to $84.0 million in 2026.
- The last three Change in Inventory figures came in at $84.0 million (Q2 2026), $44.0 million (Q1 2026), and -$173.0 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Estee Lauder Companies | 35.65 Bn | 32.15 Bn | 2.74 Bn | 84.00 Mn |
| 2 | e.l.f. Beauty | 6.05 Bn | 5.70 Bn | 398.84 Mn | 26.52 Mn |
| 3 | Interparfums | 3.58 Bn | 3.37 Bn | 223.53 Mn | 8.57 Mn |
| 4 | Coty | 2.34 Bn | 2.17 Bn | 772.70 Mn | 53.80 Mn |
| 5 | Olaplex Holdings | 1.39 Bn | 1.06 Bn | 71.66 Mn | 6.49 Mn |
| 6 | Oddity Tech | 873.70 Mn | 577.99 Mn | 137.97 Mn | -12.80 Mn |
| 7 | Betterware De Mexico, S.A.P.I. De C.V | 571.74 Mn | 541.53 Mn | 156.58 Mn | -2.83 Mn |
| 8 | Yatsen Holding | 267.28 Mn | 112.95 Mn | 124.36 Mn | - |
| 9 | Nu Skin Enterprises | 230.10 Mn | 38.72 Mn | 218.33 Mn | 15.38 Mn |
| 10 | Pitanium | 207.93 Mn | -2.70 Bn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 84.00 Mn |
| Mar 31, 2026 | 44.00 Mn |
| Dec 31, 2025 | -173.00 Mn |
| Sep 30, 2025 | -6.00 Mn |
| Jun 30, 2025 | 31.00 Mn |
| Mar 31, 2025 | -83.00 Mn |
| Dec 31, 2024 | -142.00 Mn |
| Sep 30, 2024 | 10.00 Mn |
| Jun 30, 2024 | -113.00 Mn |
| Mar 31, 2024 | -248.00 Mn |
| Dec 31, 2023 | -343.00 Mn |
| Sep 30, 2023 | -62.00 Mn |
| Jun 30, 2023 | -90.00 Mn |
| Mar 31, 2023 | -2.00 Mn |
| Dec 31, 2022 | -73.00 Mn |
| Sep 30, 2022 | 229.00 Mn |
| Jun 30, 2022 | 204.00 Mn |
| Mar 31, 2022 | 234.00 Mn |
| Dec 31, 2021 | -14.00 Mn |
| Sep 30, 2021 | 178.00 Mn |