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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
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Company details
Market cap
~$33B
Revenue (FY25)
~$14.3B
Rev. growth
-8%
Net income (FY25)
~-$1.1B
Adj. EPS (FY25)
~$1.51
Gross margin
~74%
Operating margin
~8%
P/E ratio
n/m (loss)
In plain English
Estée Lauder is the prestige end of beauty — a house of high-margin brands (Estée Lauder, La Mer, Clinique, M·A·C, Jo Malone, Tom Ford Beauty, The Ordinary) it mostly bought rather than built, sold through department-store counters, Sephora, airport travel-retail and its own stores. After a brutal collapse in China and Asia travel retail pushed fiscal 2025 to a net loss, it is mid-turnaround under a new CEO, cutting costs and rebuilding while the founding Lauder family still controls the votes.
In simple terms
What The Estée Lauder Companies really sells
Estée Lauder is the prestige end of beauty — a house of high-margin brands (Estée Lauder, La Mer, Clinique, M·A·C, Jo Malone, Tom Ford Beauty, The Ordinary) it mostly bought rather than built, sold through department-store counters, Sephora, airport travel-retail and its own stores. After a brutal collapse in China and Asia travel retail pushed fiscal 2025 to a net loss, it is mid-turnaround under a new CEO, cutting costs and rebuilding while the founding Lauder family still controls the votes.
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