雅诗兰黛2026财年一季度净销售额增长4%

Core Insights - Estée Lauder Companies reported a 4% increase in net sales for Q1 of fiscal year 2026, reaching $3.5 billion [1] - Organic net sales grew by 3% [1] - Gross margin improved by 100 basis points, rising from 72.4% to 73.4% [1] - Adjusted gross margin increased by 60 basis points, from 72.7% to 73.3% [1] - Operating profit margin was 4.9%, a significant improvement from -3.6% in the same period last year [1] - Adjusted operating profit margin rose from 4.3% to 7.3%, expanding by 300 basis points [1] Regional Performance - The Asia-Pacific region achieved a 9% organic net sales growth, driven by strong performance in the fragrance category and inventory optimization [1] - The mainland China market saw continuous growth in market share across all categories, with standout performances from La Mer, Le Labo, and Tom Ford [1]