Estée Lauder(US:EL) Yahoo Finance·2025-09-28 22:55Company Overview - The Estée Lauder Companies Inc. is a global leader in prestige beauty, offering a diverse portfolio that includes skin care, makeup, and fragrance [2]. Digital Transformation - The company has accelerated its digital transformation, with online sales reaching a record 31% of total sales in fiscal 2025, an increase of three percentage points from the previous year [2]. - Growth in digital sales is driven by an expanded presence in Amazon's Premium Beauty sections, increased engagement in Southeast Asia through platforms like TikTok and Tmall, and AI-driven retail experiments in China [2]. Product Innovation - In September 2025, the company launched ARAMIS Intuition, a new men's fragrance, at New York Fashion Week, featuring global ambassador Dwyane Wade [3]. - The appointment of René Lammers, Ph.D., as Chief Research & Innovation Officer in October aims to enhance innovation capacity and accelerate science-driven product development [3]. Financial Performance - The company reported a moderate revenue decline of 11.9% year-over-year in the latest quarter but exceeded earnings expectations with an EPS of $0.09 compared to $0.07 [4]. - For fiscal 2026, the company projects EPS guidance between $1.90 and $2.10 per share [4]. - The company continues to deliver shareholder value through dividends, with a recent quarterly payout yielding 1.6% [4]. Market Challenges and Outlook - While global travel retail and broader economic uncertainties pose challenges, the digital sales momentum and innovation initiatives provide a strong growth outlook for the company [4].