The company marks five quarters of consecutive growth, demonstrating the success of its consumer-first turnaround plan.
Estée Lauder Companies (ELC) reported organic net sales growth of 6% in Q1, generating $3.7 billion. The company’s full-year growth guidance lifted to 4-5.5%, from a previous estimate of 3-5%; shares rose over 5% in pre-market trading. The turnaround plan introduced in February 2025, Beauty Reimagined, is maintaining quarterly growth.
Fragrance was once again a standout, up 20%, driven by Le Labo, Tom Ford, Jo Malone London, and Kilian Paris. The Asia-Pacific region led growth (10%), followed by Mainland China (9%), EUKEM (Europe, the UK, Ireland, and emerging markets) (4%), and the Americas (4%). This story is developing — stay tuned for further coverage.
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