Estée Lauder Companies (The) (EL) — What Changed

Material changes in the AI committee's view · 4 events tracked · Detected nightly

← OverviewHistoryWhat ChangedEarningsSimilar
2026-07-10 MATERIAL
▲ Agreement Shift

EL's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 3 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-10 MAJOR
▲ Score Change

EL's Committee score moved from 47.16 to 60.22 (+13.06, 3 day(s) apart).

47.16 → 60.22 (+13.1)

2026-07-10 MATERIAL
— Conviction Change

EL's Committee conviction moved from contested to moderate (3 day(s) apart).

contested → moderate

2026-07-10 MAJOR
— Rating Change

EL moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →