Estee Lauder Companies (EL) Change in Inventory (2009 - 2026)
Estee Lauder Companies (EL) posted quarterly Change in Inventory of $44.0 million for Q1 2026, up 153.01% year-over-year from $17.4 million in Q1 2025, and up 125.43% quarter-over-quarter from -$173.0 million in Q4 2025.
Estee Lauder Companies (EL) Change in Inventory (2009 - 2026) Analysis & Trends
Estee Lauder Companies' Change in Inventory history runs 18 years deep, the most recent figure standing at $44.0 million for Q1 2026.
- In Q1 2026, Change in Inventory rose 153.01% year-over-year to $44.0 million; the TTM figure through Mar 2026 stood at -$104.0 million (up 68.29% YoY), while the FY2025 annual figure was -$184.0 million, up 75.98% from the prior year.
- Change in Inventory for Q1 2026 stood at $44.0 million, up from -$173.0 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.
- The 5-year median for Change in Inventory is -$62.0 million (2023), against an average of -$34.3 million.
- The sharpest annual moves came in 2022 and 2024: Change in Inventory soared 333.33% in 2022, then slumped 12300.0% in 2024.
- Estee Lauder Companies' Change in Inventory stood at -$73.0 million in 2022, then slumped by 369.86% to -$343.0 million in 2023, then soared by 58.6% to -$142.0 million in 2024, then retreated by 21.83% to -$173.0 million in 2025, then soared by 125.43% to $44.0 million in 2026.
- Business Quant data shows EL's Change in Inventory at $44.0 million in Q1 2026, -$173.0 million in Q4 2025, and -$6.0 million in Q3 2025.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Procter & Gamble | 334.68 Bn | 324.73 Bn | 10.28 Bn | 295.00 Mn |
| 2 | Unilever | 135.06 Bn | 122.54 Bn | - | - |
| 3 | Colgate Palmolive | 73.11 Bn | 71.74 Bn | 3.30 Bn | 69.00 Mn |
| 4 | Kenvue | 36.14 Bn | 35.03 Bn | 2.30 Bn | 50.00 Mn |
| 5 | Kimberly Clark | 35.84 Bn | 34.89 Bn | 1.60 Bn | - |
| 6 | Estee Lauder Companies | 30.63 Bn | 27.51 Bn | 2.84 Bn | 44.00 Mn |
| 7 | Church & Dwight | 23.49 Bn | 23.23 Bn | 693.90 Mn | 20.30 Mn |
| 8 | Clorox | 12.90 Bn | 12.75 Bn | 804.00 Mn | 7.00 Mn |
| 9 | Yatsen Holding | 5.79 Bn | 5.65 Bn | 153.20 Mn | - |
| 10 | e.l.f. Beauty | 5.48 Bn | 5.13 Bn | 398.84 Mn | 26.52 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 44.00 Mn |
| Mar 31, 2026 | 44.00 Mn |
| Dec 31, 2025 | -173.00 Mn |
| Dec 31, 2025 | -173.00 Mn |
| Sep 30, 2025 | -6.00 Mn |
| Sep 30, 2025 | -6.00 Mn |
| Jun 30, 2025 | 31.00 Mn |
| Jun 30, 2025 | 31.00 Mn |
| Mar 31, 2025 | -83.00 Mn |
| Mar 31, 2025 | -83.00 Mn |
| Dec 31, 2024 | -142.00 Mn |
| Dec 31, 2024 | -142.00 Mn |
| Sep 30, 2024 | 10.00 Mn |
| Sep 30, 2024 | 10.00 Mn |
| Jun 30, 2024 | -113.00 Mn |
| Jun 30, 2024 | -113.00 Mn |
| Mar 31, 2024 | -248.00 Mn |
| Mar 31, 2024 | -248.00 Mn |
| Dec 31, 2023 | -343.00 Mn |
| Dec 31, 2023 | -343.00 Mn |