雅诗兰黛全球业绩修复 中国市场成为增长极

Group 1 - The core point of the article is that Estée Lauder Companies reported a strong performance in Q2 of fiscal year 2026, with net sales increasing by 6% year-over-year and net profit turning from a loss of $590 million in the same period last year to a profit of $162 million [1] - The company highlighted that the sales in the mainland China market showed robust performance with double-digit organic growth for two consecutive quarters, becoming a key driver of the company's performance recovery [1] - Estée Lauder's Q2 net sales reached $4.2 billion, with an adjusted operating margin improving from 11.5% to 14.4%. The company raised its full-year organic sales growth forecast to 1% to 3% and anticipates the first expansion in operating margin in four years [1] Group 2 - The CEO of Estée Lauder, Fabrizio Freda, stated that the second-quarter performance was exceptional, further solidifying the strong momentum for the first half of fiscal year 2026. The "Reinventing Beauty" strategy has injected new vitality into the business, driving the largest operational, leadership, and cultural transformation in the company's history [2] - Estée Lauder, founded in 1946, owns several well-known brands including Estée Lauder, La Mer, Clinique, and M.A.C, and its business is categorized into five segments: skincare, makeup, fragrance, hair care, and others [2]