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“Estée Lauder Surges on Earnings Beat and Bold Turnaround Plan” 🚨🚨🚨

Shares of Estée Lauder jumped sharply after the beauty giant delivered stronger-than-expected Q3 results and raised its full-year outlook, signaling renewed confidence in its turnaround strategy.

The company reported revenue of $3.71 billion, topping estimates of $3.69 billion, while adjusted earnings per share came in at $0.91, well above the $0.65 forecast. Building on that momentum, Estée Lauder lifted its full-year EPS guidance to between $2.35 and $2.45, up from its prior range of $2.05 to $2.25.

A key driver behind the improved outlook is an expanded restructuring plan. Management now aims to cut up to 10,000 jobs—significantly higher than its earlier target of 5,800 to 7,000—as it works to streamline operations and pivot toward faster-growing channels.

The rally follows a challenging year for the stock, which had fallen more than 20% year-to-date. Investors are now betting the company’s aggressive cost-cutting and strategic shift could mark a turning point.

CEO Stéphane de La Faverie emphasized that fiscal 2026 is expected to be a “pivotal year,” with plans to restore organic sales growth and expand margins for the first time in four years.

Despite the optimism, the company cautioned that risks remain, including tariffs, geopolitical tensions, and potential disruptions tied to instability in the Middle East.