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Puig-Brands haben ihren schlechtesten Tag auf dem Aktienmarkt seit ihrer hochkarätigen Börseneinführung im Jahr 2024 erlebt. Die Aktien des spanischen Schönheitsriesen stürzten um 15% in Madrid ab, nachdem die Fusionstheorien mit dem US-Titan Estée Lauder ohne Einigung zusammengebrochen waren.

Der Milliarden-Dollar-Deal, der ein globales Kosmetik-Superpower schaffen sollte, das L'Oréal herausfordern könnte, ist komplett gescheitert, weil eine explosive Änderungsklausel von Charlotte Tilbury, deren gleichnamiges Make-up-Haus Puig gehört, den Deal zunichte gemacht hat.

Die beiden Kosmetik-Riesen hatten seit März tief in Integrationsgespräche verwickelt sein und wollten ein Imperium mit kombinierten jährlichen Umsätzen von etwa 20 Milliarden Dollar schaffen.

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Auf dieser Folge von Stock Movers mit Alexis Christoforous: - Die Aktien von Estee Lauder (EL) steigen, nachdem eine geplante Kombination mit Puig Brands zusammengebrochen ist, die zu einer der größten Parfüm- und Hautpflegeunternehmen der Welt führen würde. - Die Aktien von IMAX Corp. (IMAX) stiegen an, nachdem The Wall Street Journal berichtete, dass das Unternehmen für einen Verkauf bereit sei und bereits mit Unterhaltungsfirmen als potenziellen Käufern gesprochen habe. - Die Aktien von Ross Stores (ROST) steigen, nachdem der Discounter seine Prognose für den gesamten Jahr erhöht hat. Das Unternehmen veröffentlichte auch bessere Umsätze für das erste Quartal als erwartet.

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Estée Lauder-Aktien stiegen am Freitag an, da eine potenzielle Fusion mit Puig Brands nicht mehr geplant sei. Estée Lauder-aktien waren um 13% in der Vorhandelsphase gestiegen, der größte Aufsteiger. Puig Brands war um 14% im Madrid abgestürzt. Estée Lauder fiel zurück, als die Gespräche im März bestätigt wurden, da Investoren sich Sorgen über potenzielle Aktienverdünnung und Komplikationen bei der Übernahme von Puig machten, während das Unternehmen seine eigenen Umstellungspläne durchführt.

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Investing.com -- Shares of Estée Lauder Companies fell over 2% in premarket trading after Bloomberg reported that the company is advancing in talks over a potential business combination with Puig Brands SA.

Estée Lauder and Puig confirmed on March 23 that they were in discussions about a merger of their businesses but did not disclose terms.

The companies are negotiating a deal that would consist mostly of stock and could be formally announced within weeks, Bloomberg reported, citing people familiar with the matter.

As part of the discussions, Puig Executive Chairman Marc Puig would join the board and is expected to play a role in integrating the two companies. His presence is seen as providing continuity. He stepped down as chief executive officer last month.

The talks have not resulted in a final agreement and could still fall apart or be delayed, according to the report.

A combination would reshape competition in the luxury beauty sector, creating a larger challenger to L’Oréal. Estée Lauder is currently second globally in cosmetics, and a deal with Puig would strengthen its position in fragrances.

Puig, listed in Madrid, has a market value of 9.8 billion euros, while New York-listed Estée Lauder has a market value of about $27 billion.

Since the talks were confirmed last month, Estée Lauder shares have lost around 15% of their value, while Puig shares have gained 11%.

The potential transaction comes as consumer and retail companies explore mergers amid risks related to supply chains, geopolitics, inflationary pressures and shifting consumer habits.

Estée Lauder is undergoing a turnaround under Chief Executive Officer Stéphane de La Faverie, including a shift toward online retail channels such as Amazon.com.

Puig has also made organisational changes, with Marc Puig moving from the chief executive role to focus on mergers and acquisitions.

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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.

Estée Lauder and Puig have confirmed they are in talks over a potential business combination. The discussion centers on creating a combined global beauty group that would unite several leading brands. Both parties state that no agreement has been reached and discussions are ongoing.

For investors watching Puig Brands (BME:PUIG), the confirmation of merger talks comes with the stock at €17.35 and recent share price moves of 9.4% over the past week, 5.7% over the past month, 16.9% year to date, and 9.6% over the past year. These figures place the merger discussions in the context of recent trading performance.

Any potential deal with Estée Lauder would be a material event for Puig, given the scale and reach of both businesses in beauty and fashion. There is no certainty that a transaction will occur. Investors may want to monitor updates on the talks closely, as terms, structure, and timing remain open and could influence how the combined group might be structured if a deal progresses.

Stay updated on the most important news stories for Puig Brands by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Puig Brands.BME:PUIG Earnings & Revenue Growth as at Mar 2026

3 things going right for Puig Brands that this headline doesn't cover.

Quick Assessment

✅ Price vs Analyst Target: At €17.35, Puig trades about 15% below the €20.34 analyst consensus target. ✅ Simply Wall St Valuation: Shares are flagged as trading 43.4% below the platform's estimated fair value. ✅ Recent Momentum: The 30 day return of roughly 5.7% shows positive short term momentum into the merger headlines.

There is only one way to know the right time to buy, sell or hold Puig Brands. Head to Simply Wall St's company report for the latest analysis of Puig Brands's fair value.

Key Considerations

📊 Merger talks with Estée Lauder could reshape Puig's scale and brand mix, so assess how a combined group might change earnings quality and volatility. 📊 Watch the spread between the €17.35 share price, the €20.34 analyst target, and any updates to the 43.4% discount to estimated fair value as news develops. ⚠️ Current risk flags point to a volatile share price over the past 3 months, which could be amplified by deal speculation and news flow.

Dig Deeper

For the full picture including more risks and rewards, check out the complete Puig Brands analysis. Alternatively, you can visit the community page for Puig Brands to see how other investors believe this latest news will impact the company's narrative.

Story Continues

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include PUIG.MC.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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What Happened?

Shares of beauty products company Estée Lauder (NYSE:EL) jumped 2.3% in the afternoon session after the company confirmed it was in discussions regarding a potential business combination with Spanish luxury beauty and fashion company Puig Brands, with the stock rebounding amid a broader market rally.

This move reversed a 7.72% drop from the previous trading session as investors appeared to reassess the potential deal. While negotiations were ongoing with no final decision made, Bank of America reiterated a Buy rating on Estée Lauder. The bank noted a merger could create the second-largest player in the beauty market, offering benefits from increased scale, diversification, and potential cost savings. The stock's rise was also supported by general market optimism, as hopes grew for a potential pause in the war with Iran.

The shares closed the day at $72.94, up 2% from previous close.

Is now the time to buy Estée Lauder? Access our full analysis report here, it’s free.

What Is The Market Telling Us

Estée Lauder’s shares are quite volatile and have had 19 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.

The previous big move we wrote about was 1 day ago when the stock dropped 10.1% on the news that the company confirmed it was in discussions with Spanish fashion and fragrance house Puig regarding a potential business combination.

The market reacted negatively to the uncertainty surrounding the potential deal. Investors showed concern over the strategic fit, potential dilution for current shareholders, and the price that might be paid. The talks reportedly involved a mix of cash and stock, but the companies stated that no agreement had been reached on the potential combination or its terms. This lack of clarity fueled investor caution, especially as analysts noted the potential merger came when Estée Lauder was in the early stages of a business turnaround, creating additional complexity and execution risk.

Estée Lauder is down 31.7% since the beginning of the year, and at $72.94 per share, it is trading 39% below its 52-week high of $119.61 from February 2026. Investors who bought $1,000 worth of Estée Lauder’s shares 5 years ago would now be looking at only $254.90.

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Estée Lauder (EL) plunged 9.9% after the company said it is in talks for a potential merger with Puig Brands, as the development created uncertainty over deal terms and potential integration risks.

Jefferies Financial Group Inc. (JEF) rose 2.5% after the Financial Times reported that Japan’s Sumitomo Mitsui Financial Group is considering a potential takeover of the investment bank.

Core & Main, Inc. (CNM) rose 4.5% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $0.52 per share, surpassing the Zacks Consensus Estimate of $0.48 per share.

Smithfield Foods, Inc. (SFD) rose 4.3% after the company reported fourth-quarter fiscal 2025 adjusted earnings of $0.83 per share, surpassing the Zacks Consensus Estimate of $0.66 per share.

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The Estee Lauder Companies Inc. (EL) : Free Stock Analysis Report

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This article originally published on Zacks Investment Research (zacks.com).

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Yahoo Finance Head of News Myles Udland takes a closer look at some of Tuesday morning's trending tickers and stories.

Jefferies (JEF) stock is moving higher after the Financial Times reported that Sumitomo Mitsui Financial Group (SMFG) is weighing a buyout of the firm. Bloomberg later reported that SMFG has no immediate takeover plans.

Estée Lauder (EL) is in talks to merge with Spanish beauty brand Puig (PUIG.MC).

Tesla's (TSLA) European sales are rebounding. The company reported a monthly sales increase in the region for the first time in over a year.

Video Transcript

00:02 Speaker A

All right, time now for some of today's trending tickers.

00:05 Speaker A

We are watching Jeffries, Estee Lauder, and Tesla.

00:08 Speaker A

First up, Jeffries stock trading higher after a report from the Financial Times said that Japan's SMFG was weighing a buyout of the investment bank.

00:15 Speaker A

Now, a later report from Bloomberg said SMFG, Japan's second largest lender, has no immediate plans to take over Jeffries,

00:23 Speaker A

and CNBC citing sources later reported that Jeffries has no interest in selling the firm.

00:27 Speaker A

The company is set to report its quarterly results on Wednesday, March 25th.

00:32 Speaker A

Next up, Estee Lauder in talks to merge with Spanish beauty company Puig.

00:37 Speaker A

Puig is a family-controlled and as a family controlled company and owns popular brands like Byredo and Charlotte Tilbury.

00:43 Speaker A

The merger would create a cosmetics giant with a combined market cap of about $40 billion.

00:48 Speaker A

The talks are continuing and there is no guarantee that the companies will reach a deal.

00:53 Speaker A

And finally, Tesla seeing a sales rebound in Europe.

00:56 Speaker A

The EV maker's European sales rising nearly 12% year-over-year in February.

01:01 Speaker A

It marks the first time the company's European sales have risen on an annual basis since late 2024.

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Estée Lauder is in merger talks—and that’s made things even uglier for the beauty and cosmetics giant’s beaten-down shares. Estée Lauder stock has slumped 9.4% to $71.87 on Tuesday after the company confirmed it was “in discussions” regarding the acquisition of Spanish fashion company Puig Brands which owns labels including Jean-Paul Gaultier and Dries Van Noten. The stock closed 7.7% lower on Monday, on a day the broader market rallied after President Donald Trump said the U.S. and Iran had started cease-fire talks.

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The stock surged after the company and Estee Lauder confirmed they were in talks over a possible merger, which would combine two of the world’s biggest beauty companies.

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