“The deal has limited impact in the short term, but we think it gives Estée Lauder full control of one of the fastest growing brands in its portfolio and reduces the risk of losing an important franchise if Tom Ford were to go to another suitor,” wrote Andrea Teixeira, lead analyst at J.P. Morgan in her note on the subject. She added that Tom Ford is “well suited” for Estée Lauder because of the strategic value of the brand and the growth opportunities.
— Read more in The Tom Ford acquisition is all about fragrance at Glossy.
