Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
Current Price: ~$79.30 (May 1, 2026 close) | 52-week range: $56.66 – $121.64 Authors: Warren Buffett & Charlie Munger Charlie and I have spent a lot of time looking at Estée Lauder. Twenty years ago we would have been first in line — a portfolio of premium beauty brands, family-controlled, conservatively financed, with the kind of pricing power that lets you raise the price of an ounce of cream year after year. That company no longer exists in the form we admired.
Recent filings analysed: 8-K (2026-07-24), 8-K/A (2026-07-07), 8-K/A (2026-06-03), 8-K/A (2026-05-22).
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