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Company research8 Apr 2024
Companies That Had Their IPO in 1995: The Internet Hype Ramps Up
An overview of the general market sentiment and IPO landscape during 1995 as internet and tech companies were gaining traction.
The Estée Lauder Companies
The Estée Lauder Companies (EL) investor relations material
The Estée Lauder Companies Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status update summary4 Nov, 2026
First-quarter performance and fiscal 2027 outlook
Q1 reported sales rose 7% and organic sales rose 6%; growth spanned three of four categories and every region.
Gross margin expanded 240 bps, operating margin 480 bps and diluted EPS 125%; consumer-facing investment increased 8%.
Fiscal 2027 outlook was raised to reported sales growth of 5%-6.5%, organic growth of 4%-5.5%, operating margin of 12.9%-13.7% and diluted EPS growth of 28%-38%.
Five consecutive quarters of organic sales growth, gross margin expansion and operating margin expansion marked continued progress.
Beauty Reimagined and fiscal 2030 ambitions
Fiscal 2030 goals: annual mid-single-digit organic sales growth, industry outperformance and share gains; operating margin of 16.5%-18.5%.
Gross margin is targeted at 76%-78% by fiscal 2030, versus 75.5% in fiscal 2026; fiscal 2024 gross margin was 71.7%.
Effective tax rate is expected to reach 30% or below by fiscal 2030; double-digit EPS growth is expected through fiscal 2030.
PRGP savings are expected to reach full run rate by end-2027, with benefits flowing through in 2028 and beyond; another profitability step-up is expected in fiscal 2028.
Fiscal 2026 organic sales grew 3%, accelerating to 5% in Q4; adjusted operating margin expanded 320 bps and adjusted diluted EPS rose 66% vs. fiscal 2025.
Growth priorities and brand performance
Q1 organic sales grew 20% in fragrance and 4% in skincare; makeup posted a second consecutive quarter of organic growth, while hair care improved sequentially.
Mainland China organic sales growth accelerated to 9%; skincare and makeup each grew high single digits, fragrance grew double digits, and prestige share gains extended to seven consecutive quarters.
MAC returned to growth in fiscal 2026 and delivered double-digit growth in Q1 fiscal 2027; The Ordinary recorded four consecutive quarters of double-digit organic growth.
KILIAN PARIS accelerated organic sales growth by 19 percentage points from fiscal 2025 to fiscal 2026 and remained the fastest-growing brand in Q1 fiscal 2027.
Emerging markets delivered 15% organic growth; they are expected to represent 15% of sales in the next several years. Online sales grew high single digits and physical retail, including travel retail, grew mid-single digits organically.
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Latest events from The Estée Lauder Companies
- Sales and adjusted profitability rose, prompting higher FY27 guidance.EL
Q1 2027 - Key votes include director elections, auditor ratification, and a plastic packaging report proposal.ELProxy filing
- Proxy covers director elections, auditor ratification, executive pay, and a plastic packaging proposal.ELProxy filing
- Strong brand growth, innovation, and operational efficiency drive robust outlook for fiscal 2027.ELBarclays 19th Annual Global Consumer Conference
- FY26 delivered strong sales and margin growth, with FY27 guidance raised for further gains.ELQ4 2026
- Operational transformation, innovation, and supply chain agility drive growth and market share gains.EL23rd annual dbAccess Global Consumer Conference
- Beauty Reimagined accelerates growth via innovation, channel expansion, and agile execution.ELMorgan Stanley Luxury Conference 2026
- Sales and earnings fell in FY24, but growth and margin recovery are expected in FY25.ELQ4 2024
- Net loss and 6% sales drop driven by impairments and restructuring amid ongoing Asia headwinds.ELQ2 2025
Next The Estée Lauder Companies earnings date
Q2 20273 Feb, 2027
The Estée Lauder Companies
Next The Estée Lauder Companies earnings date
Q2 20273 Feb, 2027
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Company research4 Jan 2024
Estée Lauder: The Beauty of Strategic Acquisitions
In the competitive and ever-evolving world of beauty and cosmetics, The Estée Lauder Companies has emerged as a global powerhouse, known for its diverse portfolio of prestige brands.
Frequently asked questions
A diverse portfolio cosmetics company
Estée Lauder employs over 60,000 people and is one of the global leaders in prestige beauty, next to its French rival L’Oréal. They have a diverse portfolio of brands within four main product categories; prestige makeup, skincare, fragrance, and hair care products.
Estée Lauder’s products are sold in roughly 150 countries and territories worldwide.
Female entrepreneurship in mid-century times
Estée Lauder founded the company that bears her name in 1946. With four skin care products and a simple premise that every woman can be beautiful. She pushed the boundaries, changed the cosmetics industry's face, and was the perfect saleswoman and marketer ahead of her time in understanding the needs and wants of the target group—simply because she was a part of it.
Throughout the 1960s, things really started to gain traction. Estée Lauder expanded by constructing three new manufacturing facilities, expanded overseas, and launched two major brands: Aramis—the men's fragrance brand, and Clinique—one of the most successful cosmetic brands in history.
Estée Lauder continued its innovations, and Mrs. Lauder was in 1989 added to the Wall Street Journal’s list of the most important business influencers of the century—among pioneers like Rockefeller, Ford, and Disney.
The Lauder family is still in the business
The Lauder family is, without a doubt, a business-experienced family. Today, seventy years since Estée planted the seeds of this remarkable business, the second and third-generation members of the Lauder family are still an integral part of leading the company.
The Estée Lauder Finances
Estée Lauder has increased its revenue and EBIT in the last two decades by more than 270 percent and 830 percent, respectively. And the average ROIC for the past ten years has been just above 20 percent.
Further reading: Estée Lauder: The Beauty of Strategic Acquisitions