Description
Estée Lauder Q3 Results: A Global Growth Surge With Seven Brands Booming Double-Digits!
The Estée Lauder Companies Inc.’s recent fiscal results reflect a mixed performance with various strengths and challenges. The company reported a 3% growth in organic net sales for the first quarter of fiscal 2026, recovering from a significant decline in the previous quarter. This performance was driven by robust double-digit growth in fragrance and low single-digit growth in skin care. Notably, the Asia Pacific region and Mainland China showed high single-digit growth, with the company notably outperforming the market in China. The company’s gross margin expanded by 60 basis points to 73.3%, attributed to sales growth, operational efficiencies, reduced promotional activity, and lower excess and obsolescence costs. These factors helped offset inflationary pressures and foreign exchange headwinds. The operating margin also improved by 300 basis points to 7.3%, supported by reduced non-consumer-facing expenses and increased consumer-facing investments.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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