Overview
- Estée Lauder reported fiscal Q4 results on Wednesday showing roughly $3.6 billion in sales, adjusted EPS of $0.39, and a narrowed net loss of $116 million.
- The company raised fiscal 2027 guidance to organic sales growth of 3%–5%, an adjusted operating margin of 12.7%–13.5%, and adjusted EPS of $3.10–$3.35 after recording a $38 million tariff refund and completing major restructuring approvals.
- Management said its Profit Recovery and Growth Plan delivered about $1.2 billion in gross benefits and a net reduction of approximately 10,000 roles as part of efforts to lift productivity and margins.
- Fragrance and skincare powered the upside with about 10% and high-single-digit growth respectively, while makeup stabilized and hair care lagged, and travel-retail plus digital channels supported the recovery.
- Coty posted modest Q4 revenue improvement of about $1.26 billion, widened full-year losses, agreed an early Gucci Beauty handback worth roughly $400 million, named Soraya Benchikh as CFO and launched a consumer-business strategic review expected by the end of 2026.