Estée Lauder Raises Guidance After 7% Quarterly Sales Growth

· Beauty & Fashion · United States

Estée Lauder Companies reported a 7% increase in net sales for the first quarter of fiscal 2027, ended September 30, 2026, beating analysts' expectations of roughly 5% growth. Building on that momentum, the US cosmetics group raised its full-year guidance and set new growth and operating margin targets through 2030. The results are the latest sign of progress in the company's turnaround effort, which has focused on rebuilding momentum across its brand portfolio. Higher guidance signals management expects the improvement to hold rather than fade after a single quarter, giving investors a clearer view of the margin path the group intends to follow over the next several years.

Why it matters：A major beauty group beating expectations and lifting multi-year margin targets is a signal that the sector's turnaround cycle is maturing, which shapes how competitors and retailers plan pricing and shelf space.

Key points

  • Net sales rose 7% in the quarter ended September 30, 2026.
  • Analysts had expected growth of about 5%.
  • The company set new growth and operating margin targets through 2030.

Sources (original reporting)

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