The Estée Lauder Companies

ELleader

Estée Lauder is the world's leading prestige beauty company with a portfolio of 20+ luxury brands spanning skincare, makeup, fragrance, and hair care sold in over 150 countries.

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产品与营收

产品营收占比

营收构成 ($15.6B)

静态数据（加载实时财务…）

Skin Care (45%)

Makeup (26%)

Fragrance (20%)

Hair Care & Other (9%)

业务板块构成与主要客户

产品详情

Estée Lauder & Clinique35%

Prestige skincare and cosmetics brands sold in department stores and online

MAC & Too Faced20%

Professional and trendy cosmetics brands

La Mer & Tom Ford Beauty20%

Ultra-luxury skincare and fragrance

Fragrances & Other25%

Jo Malone, Le Labo, Aveda, and Origins brands

供应链关系

竞争对手

Procter & Gamble Company

Prestige beauty and personal care

影响: Medium — different price tiers

Colgate-Palmolive Company

Personal care and beauty market

影响: Low — minimal overlap

主要客户

Walmart Inc.

Select mass-market beauty distribution

影响: Low — prestige channel focus

宏观与市场背景

필수소비재行业新闻

인플레 완화 + 사재기 소멸 — 정상 수요로 복귀, 마진 회복 국면

미국 식료품 물가 YoY

+2.1%

P&G 유기적 매출 성장

+3% YoY

코스트코 회원 갱신율

93%

사모라벨 침투율

21%

近期催化剂

◆P&G·KO·PEP·WMT Q1 실적 (2026.04)◆미국 3월 PCE 물가 발표◆Nielsen 소비 트렌드 Q1 리포트

AI 分析

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企业信息

总部

New York City, New York, USA

成立时间

1946

员工人数

62,000+

官网

elcompanies.com

行业概况 — 필수소비재

行业新闻