reuters.com

Estee Lauder sees luxury fragrance strength and tariff-fueled cost benefit

Estee Lauder logoEstee Lauder
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Luxury fragrances and skincare demand helped Estee Lauder grow, with Le Labo and Tom Ford driving 10% net sales growth in the fourth quarter. The company is expanding brand presence across distribution and markets, while acknowledging weaker makeup and hair care. It also booked a $38 million benefit from tariff refunds, offsetting Middle East conflict disruptions to fiscal 2026 earnings per share.

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