EPISODE · Aug 21, 2026 · 5 MIN
Estée Lauder's fragrance quarter, Coty's transition year
from Beauty in Five
Estée Lauder forecasts annual profit above estimates. Estée Lauder's guidance tops many Wall Street estimates, setting the demand benchmark buyers and brand teams plan against this year. (The Manila times, Economic Times, esmmagazine.com) Coty reports wider losses, calls fiscal 2027 transitional. Coty posts wider fiscal 2025/26 losses after the early Gucci Beauty licence transfer, showing the cost side of fragrance-licence reshuffling. (Premium Beauty News, WWD Beauty, Cosmetics Business) PROYA partners with Ulta Beauty for US launch. Chinese brand PROYA enters US prestige skincare via a national retailer, a distribution route other inbound entrants will watch. (Global Cosmetics News) EU packaging waste regulation enters into force. The PPWR took effect across the EU on August 12, setting a harmonised packaging framework for anyone selling into the Single Market. (Premium Beauty News) Also moving today: Dsm-firmenich proposes Richard Ridinger as Chair as Thomas Leysen announces retirement (Cosmetics Business, Global Cosmetics News) Haut.AI and Grupo Boticário take AI skin analysis to nearly 4,000 O Boticário stores (Cosmetics Business) Target raises 2026 outlook as Q2 sales rise and beauty delivers high single-digit growth (Global Cosmetics News) Fragrance drives US prestige beauty as sales top $17 billion in first half of 2026 (Cosmetics Business) CVC Capital invests KRW300 billion in K-beauty distributor Silicon2 (Global Cosmetics News) 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 EPS above consensus after a fourth quarter carried by Le Labo and Tom Ford, per The Manila Times, while Coty beat on revenue but widened its net loss, withheld full-year guidance and called 2027 a transition year, according to Investing.com. Chinese brand PROYA enters the US through Ulta Beauty in November, per Global Cosmetics News, and the EU's Packaging and Packaging Waste Regulation entered into force on August 12, Premium Beauty News reports with AFP. Also: dsm-firmenich's proposed new chairman, Haut.AI's rollout across roughly 4,000 O Boticário stores, Target's raised outlook, Circana's 7 percent US prestige gain, and CVC's 300 billion won investment in Silicon2.
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Estée Lauder's fragrance quarter, Coty's transition year
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