Estee Lauder Companies, Inc. (T
EL
Jodie situation report
EL dominates a concentrated Discount Retailers move.
EL accounts for 62.7% of the group's measured movement across 1.9 effective names. all 2 measured members are rising in raw terms, but 2 of 2 session-normalized paths align to the upside. Capital-flow agreement is 25%, so confirmation is not yet clean. No verified headline preceded the measured group move.
Is this move genuinely shared?
ELF moved materially before EL. EL crossed its material path threshold at 09:40 ET, 10 minutes after the first measured mover.
2 of 2 members in Discount Retailers are active. 0 of 1 disclosed connections are confirming.
- At least 2 of 2 durable members become active together.
- Capital-flow agreement rises above 55%.
- AMGN remains aligned with the group in the next market snapshot.
Invalidation: The live read weakens if participation falls to 1 of 2 members or fewer.
Who this business touches
The relationships behind EL
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
OLPXOlaplex Holdings, Inc.competitorMar 5, 2026 ▾
“Our competitors include Estee Lauder, Henkel AG & Co.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 1 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
EL is currently a Leader in the organic co-movement group Discount Retailers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.