EL · 10-K · 2026A · Full report

Revenue Performance and Mix

ESTEE LAUDER COMPANIES INC · 2026-08-19 · Importance 37 · Surprise 32

Fiscal 2026 net sales increased $723 million, or about 5%, to $15.049 billion from $14.326 billion in fiscal 2025. Skin Care sales rose to $7.338 billion from $6.962 billion, Makeup to $4.276 billion from $4.205 billion, and Fragrance to $2.779 billion from $2.491 billion; Fragrance growth was about 12%. By geographic region, fiscal 2026 sales were $4.463 billion in The Americas, $3.794 billion in EUKEM, $3.746 billion in Asia/Pacific, and $3.058 billion in Mainland China; Mainland China grew about 12% from $2.741 billion. Fiscal 2025 sales had declined $1.282 billion, or 8%, to $14.326 billion, primarily reflecting an approximately $1.15 billion combined decline in travel retail, Mainland China, North America, and Korea.

Key facts