EL · 10-Q · 2026Q3 · Full report

Segment Revenue Performance

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 24 · Surprise 14

Skin Care sales increased $76 million, or 5%, to $1,651 million, with La Mer and The Ordinary contributing approximately $97 million of combined growth. Makeup sales rose $18 million, or 2%, to $1,048 million; M·A·C and TOM FORD contributed approximately $59 million of combined growth, partly offset by about $20 million of lower sales from Estée Lauder, Too Faced and Bobbi Brown Cosmetics. Fragrance sales rose $140 million, or 19%, led by approximately $117 million of combined growth from Le Labo, TOM FORD, Jo Malone London and Estée Lauder. Hair Care sales declined $1 million, or 1%, as Aveda shipments were affected by brand-specific supply-chain logistical challenges.

Key facts

• ESTEE LAUDER COMPANIES INC Estée Lauder makeup sales decreased due to lower face-category sales and timing of innovation, partly offset by sales from the next-generation Double Wear Stay-in-Place Longwear Matte Foundation launched in the second half of fiscal 2026. source
• ESTEE LAUDER COMPANIES INC Too Faced sales decreased due to closures of certain specialty-multi retailer-operated shop-in-shop doors. source
• ESTEE LAUDER COMPANIES INC makeup net sales increased 2% in the three months ended September 30, 2026, with volume up 5% and pricing down 3%. source
• ESTEE LAUDER COMPANIES INC hair care net sales decreased 1%, with pricing down 7% and foreign currency translation down 1%, largely offset by volume growth of 7%. source
• ESTEE LAUDER COMPANIES INC La Mer sales increased, reflecting new product innovation including The Concentrate reformulation and growth from The Treatment Lotion franchise. source
• ESTEE LAUDER COMPANIES INC makeup net sales increased $18 million, or 2%, in the three months ended September 30, 2026, reflecting approximately $59 million of combined higher sales from M·A·C and TOM FORD. source
• ESTEE LAUDER COMPANIES INC M·A·C sales increased in the lip subcategory, benefiting from Lustreglass Sheer-Shine Lipstick, Lustreglass Stainglass Lip Tint, and expanded consumer reach. source
• ESTEE LAUDER COMPANIES INC TOM FORD makeup sales increased, primarily due to higher sales in the lip and face subcategories from new product innovation. source