Estee Lauder's Skin Care Sales Rise 3% to $1.575 Billion Amid Recovery
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Source: NASDAQ.COM
- Skin Care Recovery: Estee Lauder's first-quarter skin care sales increased by 3% to $1.575 billion, indicating a recovery after prolonged softness, with core brands like La Mer and Estee Lauder driving overall sales growth.
- Market Share Gains: In the U.S. prestige beauty market, Estee Lauder reported an 8% retail growth in skin care, surpassing the broader category's 6% growth, reflecting the brand's sustained appeal among consumers, particularly driven by The Ordinary.
- Enhanced Profitability: The skin care segment's operating income rose by 60% year over year, supported by higher sales and operational efficiencies from the Profit Recovery and Growth Plan, showcasing significant progress in improving profitability.
- Ongoing Market Challenges: Despite encouraging first-quarter results, global travel retail remains volatile, particularly in Eastern markets, with management noting that while consumer sentiment in Mainland China is improving, it remains subdued compared to historical peaks, necessitating cautious navigation of the macroeconomic environment ahead.
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Analyst Views on COTY
Wall Street analysts forecast COTY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COTY is 4.61 USD with a low forecast of 3.00 USD and a high forecast of 10.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
1 Buy
10 Hold
2 Sell
Hold
Current: 3.130
Low
3.00
Averages
4.61
High
10.00
Current: 3.130
Low
3.00
Averages
4.61
High
10.00
About COTY
Coty Inc. is a beauty company with a portfolio of brands across fragrance, color cosmetics, and skin and body care. The Company has a diverse portfolio of brands, which includes both owned and licensed. Its brand portfolio is classified into two segments: Consumer beauty and Prestige. The consumer beauty brands include Adidas, Beckham, Bozzano, Bourjois, Bruno Banani, CoverGirl, Jovan, Mexx, LeGer by Lena Gercke, Monange, Nautica, Paixao, Rimmel, Risque, Sally Hansen, and Vera Wang. Its prestige brands include Burberry, Calvin Klein, Chloe, Davidoff, Escada, Gucci, Hugo Boss, Jil Sander, Kylie Cosmetics by Kylie Jenner, Lancaster, Marc Jacobs, Miu Miu, Orveda, and Tiffany & Co. Its mass beauty brands are primarily sold through hypermarkets, supermarkets, drug stores and pharmacies, mid-tier department stores, traditional food and drug retailers, and dedicated e-commerce retailers. It markets, sells and distributes its products in over 120 countries and territories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Estee Lauder's Skin Care Sales Rise 3% to $1.575 Billion Amid Recovery
- Skin Care Recovery: Estee Lauder's first-quarter skin care sales increased by 3% to $1.575 billion, indicating a recovery after prolonged softness, with core brands like La Mer and Estee Lauder driving overall sales growth.
- Market Share Gains: In the U.S. prestige beauty market, Estee Lauder reported an 8% retail growth in skin care, surpassing the broader category's 6% growth, reflecting the brand's sustained appeal among consumers, particularly driven by The Ordinary.
- Enhanced Profitability: The skin care segment's operating income rose by 60% year over year, supported by higher sales and operational efficiencies from the Profit Recovery and Growth Plan, showcasing significant progress in improving profitability.
- Ongoing Market Challenges: Despite encouraging first-quarter results, global travel retail remains volatile, particularly in Eastern markets, with management noting that while consumer sentiment in Mainland China is improving, it remains subdued compared to historical peaks, necessitating cautious navigation of the macroeconomic environment ahead.
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- High-Altitude Performance: Rimmel London collaborates with Red Bull to feature five-time All-American gymnast Lily Smith performing a 90-second balance beam routine 52 stories high, showcasing the brand's innovative spirit and commitment to extreme challenges.
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