EL · 10-Q · 2026Q3 · Full report

Fragrance Market Demand

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 48 · Surprise 40

Fragrance net sales increased $140 million, or 19%, for the three months ended September 30, 2026, with volume up 20%. Le Labo, TOM FORD, Jo Malone London and Estée Lauder together contributed approximately $117 million of higher sales. Growth reflected launches and other innovation across Le Labo’s Classic and City Exclusives collections, TOM FORD’s Private Blend and Signature franchises, Jo Malone London’s hero franchises, and Estée Lauder’s Glimmer Eau de Parfum Spray.

Key facts

• ESTEE LAUDER COMPANIES INC Estée Lauder fragrance sales increased due to the launch of Glimmer Eau de Parfum Spray. source
• ESTEE LAUDER COMPANIES INC fragrance net sales increased $140 million, or 19%, in the three months ended September 30, 2026, primarily driven by approximately $117 million of combined higher sales from Le Labo, TOM FORD, Jo Malone London, and Estée Lauder. source
• ESTEE LAUDER COMPANIES INC TOM FORD fragrance sales increased in both the Private Blend and Signature franchises, with innovation creating halo benefits on existing products. source
• ESTEE LAUDER COMPANIES INC fragrance net sales increased 19% in the three months ended September 30, 2026, with volume up 20% and pricing down 1%. source
• ESTEE LAUDER COMPANIES INC Le Labo sales increased, led by the Classic Collection and City Exclusives Collection, benefiting from innovation, expanded consumer reach, and hero products. source
• ESTEE LAUDER COMPANIES INC Jo Malone London sales increased due to new product innovation, growth in hero franchises, and expanded consumer reach. source