Estee Lauder Companies is sharpening its focus on product innovation under its Beauty Reimagined strategy, with innovation accounting for 23% of fiscal 2026 sales. The company expects innovation's contribution to sales to increase 200-250 basis points in fiscal 2027, led by skin care. In fiscal 2026, innovation supported growth across key categories, with La Mer benefiting from The NEW Rejuvenating Eye Cream, Estee Lauder gaining from Advanced Night Repair and Revitalizing Supreme+, and makeup and fragrance getting boosts from M·A·C, TOM FORD, Le Labo and KILIAN PARIS. Looking ahead, Clinique and The Ordinary have introduced PDRN-based innovations, the Estee Lauder brand has unveiled longevity and nighttime skin care offerings, and new fragrance launches are coming from Balmain Beauty, KILIAN PARIS, Jo Malone London and TOM FORD. Shares of the Zacks Rank #3 (Hold) company have gained 14.1% in the past three months, outperforming the broader Consumer Staples sector and the S&P 500.
Estee Lauder Companies IncEstee Lauder expects product innovation under Beauty Reimagined to lift fiscal 2027 sales by 200-250 basis points, led by skin care.
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