Estée Lauder CEO Says Company Has 'Great Momentum'

Watch on YouTube ↗  |  August 19, 2026 at 20:07  |  14:00  |  Bloomberg Markets
Speakers
Stéphane de La Faverie — Chief Executive Officer, Estée Lauder Cos.

Summary

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.
Ideas
Stéphane de La Faverie Chief Executive Officer, Estée Lauder Cos. 0:24
Estée Lauder has accelerating profitable momentum.
Estée Lauder delivered a strong fiscal fourth quarter with organic net sales growth above 6% and four consecutive quarters of growth; margins are expanding significantly, fiscal 2026 guidance was hit at the top end, and the company guided fiscal 2027 to 3-5% organic growth with management aiming for at least the midpoint as the prestige beauty market accelerates and new innovation launches.
EL HIGH
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This Bloomberg Markets video, published August 19, 2026, features Stéphane de La Faverie discussing EL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Stéphane de La Faverie  · Tickers: EL