This quarter is more than a set of results - it’s a reflection of the shift underway across our company. Behind the numbers sits a very deliberate transformation: simplifying how we operate, sharpening our focus, and building a model that allows us to move faster and stay closer to the consumer. Across the business, we see every day what it takes to translate this into reality - navigating complexity, making choices, and continuously rebalancing where we invest to drive sustainable growth. The direction is clear, the momentum is real, and what matters most is that we are building the foundations to win for the long term. Proud to be part of this journey - and grateful to the teams making it happen every day. #EsteeLauderCompanies #ELC

Proud to stand alongside The Estée Lauder Companies Leadership as we continue to build a more focused, agile, and consumer-centric organization. We remain committed to driving sustainable growth, expanding margins, strengthening cash generation, and creating long-term value, powered by the passion and resilience of our people. #BeautyReimagined #Transformation #LeadershipChange #ELC

This quarter marks meaningful progress as our strategy comes to life across the business. We’re building a stronger, more focused ELC for the future. 

Breaking news: In it's third quarter earnings, The Estée Lauder Companies Inc. said it will focus on high growth channels. On Friday, The Estée Lauder Companies posted its third-quarter earnings for fiscal year 2026. CEO and president Stéphane de La Faverie said 2026 was shaping up to be a “pivotal” year in the company’s turnaround plan, as ELC posted 5% net sales growth to $3.7 billion for the quarter. In this earnings story from senior beauty reporter Emily Jensen, we bring in comments from President and CEO Stephane de La Faverie. https://lnkd.in/eUBsbKqX

Estée Lauder’s turnaround plan is starting to show through in the numbers. 💄 The beauty group reported third-quarter net sales of $3.7 billion, up 5%, with organic net sales rising 2% as fragrance and key international markets helped support growth. The bigger story was margin recovery, with gross margin expanding 140 basis points to 76.4% and adjusted operating margin rising 360 basis points to 15%. Reported earnings were held back by restructuring charges, a securities class action loss contingency and a higher effective tax rate, which pushed reported diluted EPS down 45% to $0.24. On an adjusted basis, diluted EPS rose 40% to $0.91, showing the underlying improvement from the Profit Recovery and Growth Plan. CEO Stephane de La Faverie said the quarter extended Estée Lauder’s strong year-to-date performance, with Beauty Reimagined progressing across its priorities and fiscal 2026 guidance being raised. Read the full story on Grafa – link in the comments.🔗 #EsteeLauder #BeautyIndustry #Earnings #Retail #NYSE #Grafa

Another day, another acquisition complete. Happi International Top 30 Company Henkel has completed the acquisition of Not Your Mother’s (NYM), a leading hair care and styling consumer brand in North America, the announcement for which was made in March. Officials say the combined organization unlocks opportunity to cultivate a collection of on-trend consumer brands and drive purposeful growth as part of Henkel’s iconic portfolio. “I am truly excited to welcome “Not Your Mother’s” colleagues to our Henkel Consumer Brands team in North America!” said Phil Schaffer, corporate senior vice president, Henkel Consumer Brands, North America. “Bringing together Henkel’s pioneering spirit, global expertise, and sustainability leadership with NYM’s unique innovation approach, creativity and agility creates a powerful partnership that delivers meaningful value for Henkel, NYM and – most importantly – our consumers. Together, we will continue reimagining haircare to meet consumers’ evolving needs.” Here for the scoop: https://lnkd.in/e-9xvXb9

Ever notice how companies show their real strength when the pressure's on? Coty’s latest Q3 results are a prime example. Sales dipped—down 1% reported, 7% like-for-like—and geopolitical issues (especially in the Middle East) didn’t help. But what really stands out: profitability still beat expectations, and they managed to pull off an adjusted operating income of $72.4M. 📈 There *was* a hefty impairment charge in their Consumer Beauty division, which made the operating loss number look tough. But underneath it all, cost discipline and a sharp focus on the new “Coty.Curated” strategy seem to be working. Fewer product launches, more attention on AI-driven efficiencies, and a push for genuine consumer engagement—it’s a bet on quality over quantity. Their cash flow improvements say a lot about operational rigor, too. I’m genuinely intrigued by how Coty is pivoting from just chasing growth to tightening up and targeting value. In a market where demand can turn on a dime, is “less but better” the way forward for big beauty brands? 🧐 #BeautyIndustry #BusinessResults #Cosmetics #BrandStrategy #Coty

Wall Street Journal: The Headline; ➡️ Puig Shares Gain as Suitor, Estée Lauder Said to Be Shaping Funding Package. ➡️ Spanish financial daily Expansion Reported Estée Lauder is seeking financing for a planned business Combination, adding fresh impetus to a deal that would create a rival to, France’s L’Oreal.

Beauty M&A in 2026 is shaping up to be one of the more interesting stories in consumer finance. And it's not playing out the way most people expected. A lot of the big strategics are in cleanup mode right now. Estée Lauder has been exploring sales of brands like Too Faced, Smashbox, and Dr. Jart+ as it rethinks its portfolio, and Coty is also reviewing parts of its mass beauty business. After years of aggressive expansion, a lot of these companies are just trying to simplify and refocus. That is opening up space for private equity, but it is not the same playbook as before. Some firms, like Eurazeo and The Carlyle Group, have pulled back from beauty altogether. The ones still active are being much more disciplined. The focus now is on brands with real margins and staying power, like science backed skincare, fragrance, K beauty (where Blackstone and KKR were active last year), and even contract manufacturers. The macro is finally helping too. With tariffs easing and financing conditions improving, deals that stalled in 2025 are starting to move again. What has not changed is the underlying appeal of the category. Beauty is one of the few consumer sectors that can grow both price and volume at the same time, which is rare. And with McKinsey & Company projecting the market to reach around $600B by 2030, the long term opportunity is still very much there. The difference now is that it is not about who can buy the most brands, it is about who picks the right ones. Are we entering a more disciplined era of beauty investing, or just a temporary reset? #Beauty #PrivateEquity #MergersAndAcquisitions #ConsumerInvesting #Finance