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Puig Posts Solid Q1 as Estée Lauder Merger Talks Remain Unresolved

Investors face an open question about industry consolidation as Puig leans into Asia for growth.

Overview

  • Puig, which reported Tuesday, logged €1.22 billion in Q1 sales and said merger talks with Estée Lauder have no final decision.
  • Net sales rose 4.7% on a like-for-like basis and 0.8% on a reported basis, which the company said outpaced the premium beauty market.
  • Fragrance and fashion generated 74% of revenue with 3.9% like-for-like growth, while makeup rose 9.2% on strong Charlotte Tilbury sales and skincare increased 4.7%.
  • Asia-Pacific jumped 26.1% to €131 million as the Middle East slipped 1.2% due to regional conflict, with the CEO noting travel retail as the most affected part of that market.
  • New CEO Jose Manuel Albesa highlighted a busy launch pipeline, including updates to Rabanne’s 1 Million and Invictus and a new Jean Paul Gaultier fragrance, and reaffirmed confidence in 2026 outperformance.