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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“how we are partnering with the Estée Lauder Companies, a global prestige beauty company, to advance its new one operating ecosystem”
Estée Lauder is an Accenture client, engaging Accenture to build a new operating ecosystem and apply AI/automation across its end-to-end value chain.
“We welcome huge names like Estee Lauder Companies, Starbucks, Coach, Michael Kors, Burton snowboards, e.l.f. Cosmetics”
Estee Lauder Companies is named among major North America brands that joined Shopify in 2025, a customer win read-through.
“Just last week, the Estee Lauder companies announced they're coming to Shopify.”
The Estee Lauder Companies (20+ brands) is migrating to Shopify's platform, a major enterprise customer win.
“Prestige makeup growth in the quarter was supported by a highly successful 21 days of beauty event with notable brand standouts being Estee Lauder and MAC within the event.”
Estee Lauder (and its MAC brand) was a standout driver of Ulta's prestige makeup growth during the 21 Days of Beauty event, a positive sell-through read-through for EL.
“there have been a couple of articles this week about how whether it's Estee Lauder, who is going to be building their models built on ours and leveraging it or a company like Publicis that's going to be taking these models.”
Estee Lauder is cited as building custom AI models on Adobe's Firefly technology, an example of growing enterprise adoption of Adobe's custom-model offerings.
“We welcome well-known brands such as Oura Rings, Michael Kors, and The Ordinary, as well as a new shopping experience with Saks that offers a refined luxury assortment of fashion and beauty items from brands like Dolce&Gabbana, Balmain, Erdem, Giambattista Valli, and Jason Wu Collection.”
Estée Lauder's The Ordinary brand joined Amazon's marketplace this quarter, part of a broader push by Amazon to add well-known beauty and fashion brands.
“We welcomed notable brands to our store throughout 2024, including Clinique, Estee Lauder, Aura Rings, and Armani Beauty.”
Estée Lauder is named among new notable brands added to Amazon's store in 2024, expanding its marketplace distribution.
“We are weeks away to enter Sephora US with Mac, which is going to be a big game changer for the brand.”
Estée Lauder is about to launch MAC in Sephora US, described as a big milestone for the brand's specialty-multi distribution.
“We're seeing a lot of strong performance with Estee Lauder and Mac at Ulta.”
Estée Lauder and MAC brands are seeing strong performance at retail partner Ulta.
“We expanded our presence on Amazon premium beauty stores now with 12 brands across 10 markets.”
Estée Lauder is rapidly expanding its retail presence on Amazon premium beauty stores, a key high-growth channel.
“This exciting partnership adds to the ecosystem we are building with leading technology providers. Including Microsoft, Google, and Shopify fuel our ambition to be the best consumer-centric prestige beauty company.”
Estée Lauder names Shopify among the leading technology providers building out its operating ecosystem.
“This exciting partnership adds to the ecosystem we are building with leading technology providers. Including Microsoft, Google, and Shopify fuel our ambition to be the best consumer-centric prestige beauty company.”
Estée Lauder names Google among the leading technology providers building out its operating ecosystem.
“This exciting partnership adds to the ecosystem we are building with leading technology providers. Including Microsoft, Google, and Shopify fuel our ambition to be the best consumer-centric prestige beauty company.”
Estée Lauder names Microsoft among the leading technology providers building out its operating ecosystem.
“Selecting Accenture transform how we deliver select shared services globally as we accelerate the deployment of AI throughout the organization.”
Estée Lauder selected Accenture for a strategic enterprise business services agreement to run shared services and accelerate AI deployment.
“entering U.S. Sephora spanning select stores as well as online and Sephora at Kohl's, which allows us to better connect with younger consumer and accelerate”
Estee Lauder is bringing M·A·C into U.S. Sephora (including Sephora at Kohl's) to reach younger consumers, expanding a key retail channel relationship.
“We announced our presence on TikTok Shop, launching Clinique”
Estee Lauder launched brands on TikTok Shop across multiple markets, using it as a consumer-acquisition ecosystem.
“thrilled to announce our new partnership with Shopify to modernize and scale our direct-to-consumer business in a phased approach, creating a best-in-class omnichannel consumer experience globally”
Estee Lauder announced a new partnership with Shopify to power its global direct-to-consumer/omnichannel business, a positive read-through on Shopify's enterprise traction.
“Capitalizing on the learnings that we have had with Amazon in the U.S., Canada and Japan, we opened Amazon storefront in Mexico with Clinique”
Estee Lauder expanded its Amazon storefront presence to Mexico and the U.K., building on U.S./Canada/Japan, a read-through on Amazon as a growing beauty channel.
“And in Southeast Asia, we built scales on Shopee and TikTok Shop across the third and fourth quarters.”
EL scaled its Southeast Asia online presence on TikTok Shop, a read-through for beauty GMV growth on that platform.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Lauren Lieberman | Barclays | 7 (29%) |
| Dara Mohsenian | Morgan Stanley | 7 (0%) |
| Steve Powers | Deutsche Bank | 5 (0%) |
| Bonnie Herzog | Goldman Sachs | 5 (20%) |
| Rupesh Parikh | Oppenheimer | 4 (0%) |
| Filippo Falorni | Citigroup | 4 (0%) |
| Chris Carey | Wells Fargo | 4 (0%) |
| Peter Grom | UBS | 4 (0%) |
| Bryan Spillane | Bank of America | 3 (0%) |
| Olivia Tong | Raymond James | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Morgan Stanley | 1 | 7 (0%) |
| Barclays | 1 | 7 (29%) |
| Goldman Sachs | 1 | 5 (20%) |
| Deutsche Bank | 1 |
Estee Lauder accelerated to 4% organic sales growth in fiscal Q2 with EPS growing 43% to $0.89, as China recorded its fourth consecutive quarter of all-category share gains. Fragrance was the best-performing category at 10% growth, with La Mer and Le Labo leading the portfolio. Management raised FY2026 guidance significantly, lifting EPS to $2.05-$2.25 (a 7.5% midpoint increase) and narrowing organic growth to 1-3%.
Demand | Competitive Dynamics | Margin | Geographic Expansion | Guidance Reliability | Cost Pressure | Supply Chain | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 2 | 2 | 2 | 1 | 2 | 2 | 1 | |
| 2025Q2 | 2 | 3 | 2 | 1 | 2 | |||
| 2025Q3 | 2 | 1 | 2 | 1 | 2 | 1 | 2 | |
| 2025Q4 | 3 | 2 | 2 | 2 | 2 | 3 | 1 | |
| 2026Q1 | 2 | 3 | 3 | 1 | 2 | 2 | 1 | |
| 2026Q2 | 6 | 3 | 1 | 4 | 1 | 1 | ||
| 2026Q3 | 3 | 2 | 2 | 3 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 2 | 2 | 2 | 3 | 2 | 6 | 3 |
| Competitive Dynamics | 2 | 3 | 1 | 2 | 3 | 3 | 2 |
| Margin | 2 | 2 | 2 | 2 | 3 | 1 | 2 |
| Geographic Expansion | 1 | 2 | 1 | 4 | 3 | ||
| Guidance Reliability | 1 | 1 | 2 | 2 | 2 | 1 | |
| Cost Pressure | 2 | 1 | 3 | 2 | 1 | ||
| Supply Chain | 2 | 2 | 1 | 1 | 1 | 1 | |
| Capital Allocation | 1 | 2 |
| 5 (0%) |
| Wells Fargo | 1 | 4 (0%) |
| Citigroup | 1 | 4 (0%) |
| Oppenheimer | 1 | 4 (0%) |
| UBS | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
EL Estée Lauder Companies (The) | 9 | +4.6% | |
| CHD Church & Dwight | 6 | +0.1% | |
| CL Colgate-Palmolive | 7 | +8.4% | |
| CLX Clorox | 4 | +0.1% | |
| KMB Kimberly-Clark | 5 | -14.0% | |
| KVUE Kenvue | 7 | +4.5% | |
| PG The Procter & Gamble Company | 5 | +7.4% |