EL · 8-K · 20261102PR000057

Fragrance Market Demand

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 47 · Surprise 48

Fragrance organic net sales increased 20% year over year, with double-digit growth from Luxury Brands led by Le Labo, TOM FORD, Jo Malone London and KILIAN PARIS, as well as from Estée Lauder. Le Labo growth reflected its Classic Collection, City Exclusives and expanded consumer reach; TOM FORD benefited from Private Blend and Signature innovations, while Jo Malone London and KILIAN PARIS also grew on innovation and hero products. Estée Lauder’s new Glimmer gourmand scent and KILIAN PARIS’s The Cocktails Collection supported consumer acquisition and growth.

Key facts

• Fragrance net sales increased 20%, driven by double-digit growth from Luxury Brands led by Le Labo, TOM FORD, Jo Malone London, and KILIAN PARIS, and by Estée Lauder. source