Estée Lauder returns to revenue growth in fiscal year 2026

Estée Lauder earnings report luxury cosmetics fragrance demand China market

The Estée Lauder Companies has reported a return to revenue growth for fiscal year 2026, ending June 30, with total sales rising 5% to $15.05 billion. This performance marks the end of a three-year decline in annual revenue. The company reported a net profit of $182 million, a significant recovery from losses exceeding $1 billion in the previous year.

Growth was primarily driven by strong demand in the premium fragrance segment, which saw a 12% increase in revenue, and robust performance in the Chinese market, where sales surged by 12%. The company also noted a rebound in travel retail, particularly in Hainan, South Korea, and Hong Kong, marking the first positive territory for global travel retail in three years.

Following these results, the company raised its outlook for fiscal year 2027, projecting adjusted earnings per share between $3.10 and $3.35 and an adjusted operating margin of 12.7% to 13.5%. CEO Stéphane de La Faverie attributed the turnaround to the “Beauty Reimagined” strategy, which focuses on supply chain optimization and increased investment in innovation and marketing.

Entities

China · Estée Lauder Companies · Hainan · Le Labo · Puig · South Korea · Stéphane de La Faverie · The Estée Lauder Companies · The Estée Lauder Companies Inc.

Claims

What the coverage asserts, and how many sources carry each claim.

[● 2 SOURCES] The company issued FY 2027 guidance for adjusted EPS between $3.10 and $3.35. www.sbctv.gr
[○ 1 SOURCE] Skincare segment sales grew 9% to $1.85 billion. www.akcie.cz
[● 2 SOURCES] Organic sales increased by 5%. www.akcie.cz · www.sbctv.gr
[○ 1 SOURCE] The company targets an adjusted operating margin of 12.7% to 13.5% for FY 2027. www.sbctv.gr
[● 3 SOURCES] Adjusted earnings per share (EPS) was $0.39, exceeding the $0.32 consensus estimate. www.akcie.cz · www.sbctv.gr
[● 2 SOURCES] Net sales for the quarter grew 6% year-over-year to $3.63 billion. www.akcie.cz · www.sbctv.gr
[○ 1 SOURCE] The company reported a net loss of $116 million for the quarter. www.akcie.cz
[○ 1 SOURCE] Estée Lauder reported fiscal 4Q 2026 results ending June 30, 2026. www.akcie.cz