Estee Lauder lifts annual sales forecast as China demand improves
The cosmetics maker raised its annual sales forecast today on expectations of a recovery in China and benefits from its new turnaround strategy under the CEO.
Insights:
The Estée Lauder Companies Inc. announced on February 5, 2026, that it has raised its full-year net sales growth forecast to a range of 3% to 5%. This update represents an upward revision from the company's prior guidance of 2% to 5%, effectively increasing the lower bound of its annual sales outlook by one percentage point.
The Estée Lauder Companies Inc. attributed the improved outlook to strengthening sales performance in the China 
CN market and the positive impact of turnaround plans initiated by CEO Stephane de La Faveries stephane de la faveries. These strategic management actions and the evolving conditions within the cosmetics sector in China CN were cited as the primary drivers for the change in the company's stated expectations.
CN market and the positive impact of turnaround plans initiated by CEO Stephane de La Faveries stephane de la faveries. These strategic management actions and the evolving conditions within the cosmetics sector in China CN were cited as the primary drivers for the change in the company's stated expectations.
