EL · 10-K · 2026A · Full report
Premium Beauty Distribution Expansion
ESTEE LAUDER COMPANIES INC · 2026-08-19 · Importance 56 · Surprise 82
In North America, retail softness for some brands, subdued consumer confidence and sentiment, retailer destocking, and shipment timing pressured fiscal 2025 net sales. The Company partially offset the decline by expanding its Amazon U.S. Premium Beauty store presence from three brands in June 2024 to eleven brands in June 2025. It also launched three brands in Amazon.ca’s Premium Beauty store during fiscal 2025.