Estée Lauder Faces Tariff Costs, Profit Drop, But Projects Rebound In 2026

Estée Lauder Companies, Inc. (NYSE:EL) shares plummeted in the premarket session on Wednesday after the company reported fourth-quarter results.

The company reported adjusted earnings per share of 9 cents, which is in line with the street view.

Quarterly sales of $3.41 billion (down 12% year over year) outpaced the analyst consensus estimate of $3.397 billion.

Also Read: Why Estée Lauder Could Be Your Next 30% Gain

Skin care sales slumped 16% year over year, makeup fell 11%, fragrance grew 4%, and hair care decreased 15% on a reported basis in the quarter.

In mainland China, the company gained prestige beauty share across all categories and channels in the fourth quarter, led by La Mer and TOM FORD, with full-year gains also driven by La Mer and Le Labo.

In Japan, it captured share in every quarter of fiscal year 2025 and reinforced its #1 fragrance ranking in the fourth quarter through Le Labo, Jo Malone London, and KILIAN PARIS.

In the U.S., share trends improved notably in the second half of fiscal year 2025, led by The Ordinary, Clinique, and Estée Lauder, though the fourth quarter saw ...