Estée Lauder Companies reported 6% organic net sales growth in the first quarter, generating $3.7 billion and extending its run of quarterly growth to five consecutive quarters. The results reflect continued progress under the company’s consumer-first turnaround plan, Beauty Reimagined, introduced in February 2025.
The company raised its full-year growth guidance to between 4% and 5.5%, up from its previous estimate of 3% to 5%. Estée Lauder shares rose more than 5% in pre-market trading following the announcement.
Fragrance remained a leading category, with sales increasing 20%. Le Labo, Tom Ford, Jo Malone London and Kilian Paris were identified as key contributors to the category’s performance.
The Asia-Pacific region recorded the strongest regional growth at 10%, followed by Mainland China at 9%. EUKEM—covering Europe, the UK, Ireland and emerging markets—grew 4%, matching the 4% increase reported in the Americas.
Sources: Vogue.