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

Material changes in the AI committee's view · 19 events tracked · Detected nightly

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2026-08-01 MATERIAL
▼ Agreement Shift

EL's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

EL's Committee score moved from 48.62 to 50.41 (+1.79, 1 day(s) apart).

48.62 → 50.41 (+1.8)

2026-07-31 MATERIAL
▲ Agreement Shift

EL's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-31 MINOR
▼ Score Change

EL's Committee score moved from 49.69 to 48.62 (-1.07, 1 day(s) apart).

49.69 → 48.62 (-1.1)

2026-07-30 MINOR
▲ Score Change

EL's Committee score moved from 48.73 to 49.69 (+0.96, 1 day(s) apart).

48.73 → 49.69 (+1.0)

2026-07-28 MINOR
▼ Score Change

EL's Committee score moved from 50.16 to 48.73 (-1.43, 1 day(s) apart).

50.16 → 48.73 (-1.4)

2026-07-24 MINOR
▼ Score Change

EL's Committee score moved from 49.80 to 48.73 (-1.07, 1 day(s) apart).

49.80 → 48.73 (-1.1)

2026-07-18 MINOR
▼ Score Change

EL's Committee score moved from 47.98 to 46.55 (-1.43, 1 day(s) apart).

47.98 → 46.55 (-1.4)

2026-07-17 MINOR
▼ Score Change

EL's Committee score moved from 48.14 to 47.98 (-0.16, 1 day(s) apart).

48.14 → 47.98 (-0.2)

2026-07-16 MAJOR
▼ Agreement Shift

EL's Committee agreement moved from 80.00% to 57.10% (-22.90pp, 1 day(s) apart).

80.00 → 57.10 (-22.9)

2026-07-16 MAJOR
▼ Score Change

EL's Committee score moved from 56.22 to 48.14 (-8.08, 1 day(s) apart).

56.22 → 48.14 (-8.1)

2026-07-16 MAJOR
— Conviction Change

EL's Committee conviction moved from high to contested (1 day(s) apart).

high → contested

2026-07-14 MAJOR
▲ Agreement Shift

EL's Committee agreement moved from 42.90% to 80.00% (+37.10pp, 1 day(s) apart).

42.90 → 80.00 (+37.1)

2026-07-14 MATERIAL
▲ Score Change

EL's Committee score moved from 50.99 to 56.22 (+5.23, 1 day(s) apart).

50.99 → 56.22 (+5.2)

2026-07-14 MAJOR
— Conviction Change

EL's Committee conviction moved from contested to high (1 day(s) apart).

contested → high

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 →