The Estée Lauder Companies

ELleader

Estée Lauder is the world's leading prestige beauty company with a portfolio of 20+ luxury brands spanning skincare, makeup, fragrance, and hair care sold in over 150 countries.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($15.6B)

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Skin Care (45%)

Makeup (26%)

Fragrance (20%)

Hair Care & Other (9%)

Segment Breakdown & Key Customers

Product Details

Estée Lauder & Clinique35%

Prestige skincare and cosmetics brands sold in department stores and online

MAC & Too Faced20%

Professional and trendy cosmetics brands

La Mer & Tom Ford Beauty20%

Ultra-luxury skincare and fragrance

Fragrances & Other25%

Jo Malone, Le Labo, Aveda, and Origins brands

Supply Chain Relationships

Competitors

Procter & Gamble Company

Prestige beauty and personal care

Impact: Medium — different price tiers

Colgate-Palmolive Company

Personal care and beauty market

Impact: Low — minimal overlap

Key Customers

Walmart Inc.

Select mass-market beauty distribution

Impact: Low — prestige channel focus

Macro & Market Context

필수소비재Sector News

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

Upcoming Catalysts

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

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AI Analysis

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Company Info

Headquarters

New York City, New York, USA

Founded

1946

Employees

62,000+

Website

elcompanies.com

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