Analysis: The Estée Lauder Companies Inc.

US:EL

Why is The Estée Lauder Companies Inc. stock rising?

  • Fiscal 2027 organic sales growth guidance of 3%-5%, with a stronger first half expected.
  • Fiscal 2027 operating margin outlook raised to 12.7%-13.5%.
  • Fiscal 2027 innovation pipeline is expected to increase 200-250 basis points of sales, led by Skin Care.
  • Fiscal 2027 fragrance launches are expected to lead Prestige Beauty growth, with newness from Balmain Beauty, KILIAN PARIS, Estée Lauder, Jo Malone London and TOM FORD.
  • Forest Essentials acquisition is expected to close in the second half of calendar 2026, adding India's #1 prestige skin care brand.

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