For the fiscal period ending September 30, 2026, analysts expect Estée Lauder to report consensus revenue of $3.65 billion and EPS of $0.52, while the current stock price of $109.34 sits slightly above the average analyst price target of $108.00.
The single most critical factor for investors is the recovery of prestige beauty demand in Mainland China and the associated bounce-back in travel retail volumes.
Recent momentum is supported by a significant increase in product launches, particularly within the skincare segment, and improving airport traffic in Asia. Nevertheless, concerns persist regarding the broader luxury slowdown in the United States and the company’s ability to achieve its margin expansion targets under the 'Beauty Reimagined' program.