Estée Lauder has released its Q1 fiscal 2026 financial results, with net sales in 2025 at $3,481 million, marking a 4% increase since 2024 (where net profit totaled $3,361 million). In organic net sales, it saw $3,455 million, marking a 3% growth since 2024 (where organic net sales totaled $3,361).
“We had a strong start to fiscal 2026 as we execute on our Beauty Reimagined strategy—returning to organic sales growth, gaining prestige beauty share in a few key strategic areas of focus and improving profitability. Encouragingly, we are building momentum across the organization from the significant operational changes we have executed to-date to be faster and more agile,” said Stéphane de La Faverie, president and CEO. “These results reinforce the confidence we have in our fiscal 2026 outlook—a pivotal year—as we restore organic sales growth and expand our operating margin for the first time in four years.”
Skin Care and Fragrance Increase, While Makeup and Hair Care Decrease (3-Months Ended September 30)
- Skin Care net sales increased 3%, primarily driven by growth from La Mer and Estée Lauder
- Makeup net sales decreased 2%, primarily driven by Bobbi Brown
- Fragrance net sales increased 13% across all geographic regions, led by Le Labo, Tom Ford and Jo Malone London
- Hair Care net sales decreased 7%, primarily driven by Aveda
Estée Lauder Q1 Highlights
- In mainland China, achieved share gains in every category, led by La Mer, Le Labo and Tom Ford
- In the United States, achieved share gains in skin care, makeup and fragrance, led by The Ordinary and Estée Lauder
- Expanded online distribution on TikTok Shop globally
- Continued expansion in Amazon
- Estée Lauder's launched Advanced Night Repair Eye Lift + Sculpt Eye Cream in September 2025
- La Mer unveiled “La Mer Gives Skin Life” in August 2025
- The Ordinary debuted its Sulfur 10% Powder-to-Cream Concentrate in August 2025
- MAC bolstered its lip products with Lipglazer Glossy Liner in July 2025
- Tom Ford launched Architecture Radiance Hydrating Foundation in August 2025
- Jo Malone London released Raspberry Ripple in July 2025 and “Uniquely You” campaign in September 2025
