EL · 8-K · 20261102PR000057

Prestige Beauty Share Gains

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 17 · Surprise 24

The company reported prestige beauty share gains in Mainland China, Japan, Korea, the U.S. and Western Europe. In Mainland China, value share gains were driven by Makeup, Skin Care and Fragrance, led by TOM FORD, The Ordinary, Le Labo and La Mer; Japan gains were led by Makeup and Fragrance, including double-digit retail sales growth from Le Labo, M·A·C and TOM FORD. Korea recorded double-digit retail sales growth and Makeup share gains led by M·A·C and TOM FORD, while the U.S. saw volume share gains from The Ordinary and M·A·C and value share gains in Fragrance and Hair Care; Western Europe gained value share in Skin Care and Fragrance.

Key facts

• The company gained value share in Japan, led by Makeup and Fragrance; Le Labo, M·A·C, and TOM FORD achieved double-digit retail sales growth. source
• The company achieved double-digit retail sales growth and Makeup share gains in Korea, led by M·A·C and TOM FORD. source
• The company gained U.S. volume share, driven by The Ordinary and M·A·C, and gained value share in Fragrance and Hair Care. source
• Prestige beauty value share gains in Mainland China were driven by Makeup, Skin Care, and Fragrance, led by TOM FORD, The Ordinary, Le Labo, and La Mer. source
• The company gained value share in Skin Care and Fragrance in Western Europe. source