EPISODE · Aug 31, 2026 · 5 MIN
Estée Lauder Guides High, Kohl's Sephora Slips
from Beauty in Five
Estée Lauder guides fiscal 2027 above analyst estimates. The company forecast FY2027 adjusted EPS of $3.10, $3.35 on fragrance and skincare demand, leaving makeup as the category to watch for whether the recovery broadens. (Yahoo! Finance) Kohl's reports Sephora shop-in-shop sales down 4%. Kohl's attributes the decline to Sephora brands widening distribution to other retailers, a data point for anyone weighing partnership retail against exclusivity. (Journal Sentinel) K-beauty brands push from online into Sephora and Target. Brands that scaled on Amazon and TikTok are moving to U.S. physical shelves, which 조선일보 reports account for about 70% of cosmetics sales. (조선일보) Regent acquires Avon North America, unifying brand ownership. Regent has bought Avon North America from LG H&H, placing the North American and international businesses under one owner for the first time. (Premium Beauty News) Also moving today: Kayali’s Next Big Bet? Body Care (WWD Beauty, Cosmetics Business) Ulta Beauty appoints PacSun CEO Brieane Olson to Board (Global Cosmetics News, Cosmetics Business) Rihanna's Fenty Beauty reveals reimagined Pro Filt’r foundation (Cosmetics Business) Men's grooming is booming as more men invest in skin care and cosmetic treatments (KPRC) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com
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What this episode covers
Estée Lauder guided fiscal 2027 adjusted earnings above analyst estimates on luxury fragrance strength, per Yahoo Finance, while makeup stayed flat and hair care slipped. Kohl's reported Sephora shop-in-shop sales down about 4 percent, with its chief executive citing brands winning wider distribution, and The Chosun Ilbo reports Target and CJ Olive Young are pushing K-beauty onto hundreds of mainstream doors. Premium Beauty News reports Regent has acquired Avon North America from LG Household and Health Care, putting both halves of Avon under one owner for the first time since 2016.
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Estée Lauder Guides High, Kohl's Sephora Slips
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