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Estee Lauder Online Sales Hit 31%: Structural Shift in Beauty Retail?
ZACKS· 2025-09-23 15:56
Key Takeaways Online now drives nearly a third of total sales, up 3 percentage points from 2024.Digital growth fueled by Amazon, Shopee, TikTok Shop, Tmall and Douyin expansion.Travel retail slips to 15%, underscoring shift toward more stable digital channels.The Estee Lauder Companies Inc. ((EL) is seeing a meaningful digital acceleration. In fiscal 2025, online sales accounted for 31% of total sales, a record level and 3 percentage points higher than last year. This marks more than just incremental progre ...