海蓝之谜(La Mer)

Search documents
雅诗兰黛集团中国大陆市场2025财年实现市场份额提升
Zheng Quan Ri Bao· 2025-08-21 08:35
Group 1 - The core viewpoint of the articles highlights Estée Lauder's strong performance in fiscal year 2025, with an adjusted gross margin increase of 230 basis points to 74.0%, driven by the Profit Recovery and Growth Plan (PRGP) [2] - In the China mainland market, retail sales saw single-digit growth in the third and fourth fiscal quarters, contributing to an overall market share increase for the fiscal year [2] - The company remains focused on its "Reimagining Beauty" strategic vision, expressing confidence in achieving organic sales growth and rebuilding operational profitability in fiscal year 2026, with a target of a stable double-digit operating profit margin in the coming years [2][3] Group 2 - In the second half of fiscal year 2025, brands like La Mer, Tom Ford, and Estée Lauder contributed to market share growth in China, with La Mer launching a new product tailored for oily skin that continued its successful sales trend [3] - The company anticipates organic net sales growth of 0% to 3% in fiscal year 2026, along with an expected increase of 150 basis points in operating margin, projecting an adjusted operating profit margin of approximately 11.0% to 11.5% [3]