Estée Lauder disappoints the stock market in the second quarter

Buoyed by a strong second quarter, the American beauty specialist has revised its annual profit forecasts for 2025-26 upwards. The stock market punished its shares, concerned about the stagnation of the US market and the expected impact of tariffs in the second half of the year.

Estée Lauder continues its comeback… but remains cautious in the face of a still complex environment.

The American beauty specialist has just raised its annual earnings forecast in a press release published on February 5.

Strong first half

Its gross profit for the second quarter of fiscal year 2025-26, which ended December 31, 2025, grew by 6% to $3.24 billion. Its net sales saw similar annual growth (+6% reported and +4% organic) to $4.23 billion, in line with analysts’ forecasts.

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Read also > Estée Lauder returns to growth

Featured photo: © Estée Lauder