Estée Lauder CEO Says Company Has 'Great Momentum'

Estée Lauder CEO Stéphane de La Faverie discussed the company's fiscal fourth-quarter beat, four consecutive quarters of organic growth, margin expansion, and fiscal 2027 guidance of 3-5% organic growth. He highlighted Beauty Reimagined distribution changes, skincare and fragrance innovation, China and emerging-market growth, and a normalized travel retail channel. The overall tone was bullish on Estée Lauder's momentum and ability to accelerate into fiscal 2027. - Estée Lauder reported Q4 revenue and earnings above estimates with organic net sales growth above 6%. - The company has posted four consecutive quarters of organic growth and is significantly expanding margins. - Fiscal 2027 guidance is 3-5% organic growth; management aims for at least the midpoint. - Beauty Reimagined is rebalancing distribution toward TikTok Shop, Amazon, specialty multi, DTC and department stores. - Skincare rebounded to +4% in Q4 and is expected to lead a 200-250 bp innovation-led improvement. - Fragrance, China/Asia, India and travel retail are cited as growth drivers. - Middle East/Israel/travel retail conflict exposure is less than 2% of business and seen as manageable.