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Stock impact report

Is Estee Lauder's Skin Care Still a Structural Headwind? [Yahoo! Finance]

Estee Lauder Companies, Inc. (The) (EL) 
Last estee lauder companies, inc. (the) earnings: 5/1 06:45 am Check Earnings Report
US:NYSE Investor Relations: elcompanies.com/investors
Company Research Source: Yahoo! Finance
First-quarter fiscal 2026 results provide updated insight, with skin care sales increasing 3% to $1,575 million. This marked an improvement from prior declines and supported the company's overall sales growth during the quarter. Growth was fueled by core brands La Mer and Estee Lauder, which benefited from a low prior-year base and recovery in Asia travel retail. Performance improved largely due to share gains in the United States and Mainland China. In the U.S. prestige beauty market, Estee Lauder reported 8% retail growth in skin care compared with 6% growth for the broader category. Momentum was driven by The Ordinary, which continues to attract consumers and the Estee Lauder brand, which posted its third consecutive quarter of overall share gains. Initiatives under the company's “Beauty Reimagined” strategy also supported results. New launches in faster-growing areas such as longevity-focused products and acne treatments, along with expanded distribution through Amazon in Mexi Show less Read more
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