Snapshot from Aug 24, 2026 at 07:00 UTC. For live data and tracking: View Live
Events / Business / Estee Lauder forecasts strong annual profit
Business earnings forecast

Estee Lauder forecasts strong annual profit

Analysis based on 7 articles · First reported Aug 19, 2026 · Last updated Aug 19, 2026

Sentiment
60
Attention
4
Articles
7
Market Impact
General
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Market Impact

The better-than-expected forecast and quarterly sales beat boosted investor confidence, lifting shares nearly 8% in premarket trading. The company's resilient premium fragrance demand and strong China performance signal continued growth, positively impacting the cosmetics and luxury goods sectors.

Cosmetics Luxury goods
Event Summary

Estée Lauder Companies forecast fiscal 2027 adjusted earnings per share in the range of $3.10 to $3.35, with the midpoint above analysts' average estimate of $3.18, according to London Stock Exchange Group data. The company also reported fourth-quarter fiscal 2026 sales of $3.63 billion, beating the estimate of $3.54 billion. The positive outlook is driven by sustained demand for premium fragrances and strong performance in China, as well as gains from CEO Stéphane de La Faverie's 'Beauty Reimagined' turnaround strategy. The company noted a $38 million benefit in cost of sales from refunds received during the fourth quarter, partially offsetting the full-year gross impact of incremental tariffs of $102 million. Shares rose nearly 8% in premarket trading following the announcement. The merger talks with Puig collapsed in May.

Key Actions
70 Estée Lauder Companies raised profit forecast
50 Estée Lauder Companies recorded tariff refund benefit
Entities Involved
stock
Estée Lauder Companies
The company is the central entity, reporting strong quarterly results and an upbeat annual forecast, driving a positive market reaction.
Importance 100.0 Sentiment 80.0
per
Stéphane de La Faverie
As CEO, his 'Beauty Reimagined' strategy is credited with driving growth and margin expansion, enhancing his reputation and the company's performance.
Importance 60.0 Sentiment 70.0
cnt
China
China is highlighted as a key market with strong demand, contributing to the company's positive outlook.
Importance 50.0 Sentiment 60.0
subs
Estée Lauder Companies — Le Labo
Estée Lauder Companies — Le Labo is a luxury fragrance brand driving 10% net sales growth, benefiting from increased distribution and targeted expansion.
Importance 40.0 Sentiment 70.0
subs
Estée Lauder Companies — Balmain Beauty
Estée Lauder Companies — Balmain Beauty is mentioned as a premium brand contributing to demand for luxury fragrances and skincare.
Importance 30.0 Sentiment 60.0
per
Tom Ford (fashion designer)
Tom Ford (fashion designer) is a luxury fragrance brand that contributed to the 10% net sales growth in the fourth quarter.
Importance 30.0 Sentiment 60.0
priv
Puig
Puig is mentioned as the former merger partner; the collapsed talks in May are context but have no direct impact on this event.
Importance 20.0 Sentiment 0.0
priv
Clinique Lémanic
Clinique Lémanic is one of the company's key brands, but its specific performance is not detailed in this event.
Importance 20.0 Sentiment 50.0
priv
VT Cosmetics
M.A.C is another major brand under the company, but its specific performance is not detailed in this event.
Importance 20.0 Sentiment 50.0
priv
Jean Paul Gaultier
Jean Paul Gaultier is mentioned as a brand owned by Puig, relevant only to the collapsed merger context.
Importance 10.0 Sentiment 0.0
stock
London Stock Exchange Group
London Stock Exchange Group is the data provider for analyst estimates, used to benchmark the company's forecast.
Importance 10.0 Sentiment 0.0
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