종목/EL
The Estée Lauder Companies Inc.
Fiscal 2026 outlook: 회사는 fiscal 2026에 대해 유기적(organic) 매출 성장을 기존 범위 상단 근처로 높이고 조정 영업이익률(adjusted operating margin) 확대를 약 300 basis points 수준으로 상향(정확한 수치 범위: 회사는 보도자료에 'approach 300 basis points' 등으로 명시). Fiscal 2027(회사 예비 전망): Net Sales Growth of 3% to 5%; Adjusted Operating Margin of 12.5% to 13.0%.
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The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers skin care products, including moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as foundations, powders, concealers and setting sprays, lipsticks, lip liners and lip glosses, mascaras, and eyeshadows and eyeliners, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising parfum, eau de parfum, eau de toilette, eau de cologne, and body spray, as well as lotions, creams, powders, candles and soaps; and hair care products, including shampoos, conditioners, styling products, treatment, finishing sprays, and hair colour products, as well as sells ancillary products and services. The company offers its products under the La Mer, Jo Malone London, TOM FORD, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, KILIAN PARIS, BALMAIN Beauty, Estée Lauder, Clinique, M·A·C, The Ordinary, Aveda, Bobbi Brown Cosmetics, Too Faced, Dr.Jart+, Bumble and bumble, Editions de Parfums Frédéric Malle, Smashbox, Darphin Paris, Lab Series, NIOD, Aramis, and GLAMGLOW brands. It sells its products through department stores, duty-free retailers, specialty multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas, as well as direct-to-consumer businesses across freestanding stores, and brand websites and third-party online platforms. The Estée Lauder Companies Inc. was founded in 1946 and is headquartered in New York, New York.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 1일 (금) | 2026 Q3 | $0.67 | $0.88 | +31.7% | $3.71B | ▲ 3.4% |
| PG |
| P&G |
| 334B |
| −0.8% |
| 75% (3/4) |
| PM | 필립 모리스 인터내셔널 | 295B | +4.1% | 100% (4/4) |
결과는 전반적으로 컨센서스 대비 '비트' 기조(조정 EPS·조정 영업마진 개선, 강한 현금흐름, 향상된 프래그런스 실적)로 해석될 가능성이 크다. 다만 GAAP 기준 순이익·EPS는 소송 관련 충당금과 구조조정 비용으로 약화되어 투자자들은 일회성 비용 리스크와 글로벌 거시/지정학적 불확실성을 주의 깊게 볼 것임.