EL · News · 20261102N
Gross Margin Drivers
ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 77 · Surprise 82 · No source text
Gross margin reached 75.7% in fiscal Q1 2027, up 240 basis points from 73.3% a year earlier. Operating margin rose to 12.1%, up 480 basis points from 7.3%. The company’s operating income more than doubled to $408 million, with favorable business mix and cost efficiencies from its Profit Recovery and Growth Plan cited as drivers.
Key facts
- Estée Lauder reported a fiscal Q1 2027 gross margin of 75.7%, up 240 basis points from 73.3% a year earlier. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| margin | positive | realized | +2.4% | Estée Lauder reported a fiscal Q1 2027 gross margin of 75.7%, up 240 basis points from 73.3% a year earlier. |