EPISODE · Sep 10, 2026 · 5 MIN
Estée Lauder Puts Numbers On Its Turnaround
from Beauty in Five
Estée Lauder tells investors turnaround is gaining traction. Management used a Barclays consumer conference to frame recovery progress, the benchmark partners will now judge the quarter against. (Investing.com) Japan replaces point-of-sale tax exemption with refunds. From November 1, international visitors claim consumption tax back rather than skipping it at checkout, changing the mechanics of a major travel-retail market. (Global Cosmetics News) Yatsen revenue up 5.1 percent as skincare grows 40 percent. The Chinese beauty group's skincare portfolio expanded far faster than the company overall, a mix shift relevant to anyone selling into China. (Global Cosmetics News) e.l.f.'s Naturium enters Sephora Mexico and Canada. The skincare brand launches exclusively at Sephora Mexico and expands into Sephora Canada, extending e.l.f. Beauty's reach across North American retail. (The Montreal Gazette, Financial Post) Also moving today: How beauty giant Estee Lauder's top technologist is betting on "AI everywhere" to fuel its turnaround | Fortune (Fortune) Travel Retail Is Taking Off Again in Asia (WWD Beauty) Kiko Milano opens first New York City store in a decade (Cosmetics Business) Pinterest’s 2026 Men’s Trend Report: beard fade and fragrance wardrobe top beauty search terms (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com
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What this episode covers
Estée Lauder gave investors a fiscal 2026 scorecard and 2027 guidance at the Barclays Global Consumer Conference, with its CFO saying the full restructuring benefit will not land until 2028, per Investing.com. Japan replaces point-of-sale tax exemption with a refund model from November 1, and Yatsen's second-quarter revenue rose 5.1 percent on skincare growth of 40.4 percent, both per Global Cosmetics News. e.l.f. Beauty's Naturium is entering Sephora Mexico exclusively and expanding across Sephora Canada, per company announcements carried by the Montreal Gazette and Financial Post.
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Estée Lauder Puts Numbers On Its Turnaround
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