Estée Lauder expands to Amazon.ca Premium Beauty store

Published 12/06/2025, 14:10
© Reuters.

TORONTO - Estée Lauder (NYSE: EL), a $25 billion global beauty powerhouse, announced Thursday its official launch in the Amazon.ca Premium Beauty store, expanding the brand’s online presence in Canada.

The flagship brand of The Estée Lauder Companies will offer its skin care, makeup and fragrance products to Canadian customers through Amazon’s platform. This follows Estée Lauder’s debut on Amazon.com in Fall 2024. According to InvestingPro data, the company maintains impressive gross profit margins of nearly 74%, demonstrating strong pricing power in the premium beauty segment.

"This launch marks a significant milestone for the Estée Lauder brand in Canada," said Justin Boxford, Global Brand President, Estée Lauder, in a press release statement.

Canadian customers will now be able to purchase Estée Lauder’s popular products including Advanced Night Repair Serum, Double Wear Stay-In-Place foundation, Revitalizing Supreme+, Re-Nutriv, and Futurist Hydra Rescue Moisturizing Foundation through the brand’s storefront on Amazon.ca.

Eva Lorenz, Country Manager and Vice President of Amazon Canada, noted that the launch "builds on our successful relationship with The Estée Lauder Companies" and makes the brand’s products more accessible to Canadian customers.

Prime members will receive free delivery on all Estée Lauder orders placed through the Amazon.ca Premium Beauty store.

Estée Lauder products are currently sold in over 150 countries worldwide. The Estée Lauder Companies’ portfolio includes numerous other luxury and prestige beauty brands such as Clinique, M·A·C, La Mer, and Tom Ford. While analysts anticipate a sales decline in the current year, InvestingPro analysis reveals the company has maintained dividend payments for 30 consecutive years, showcasing its financial resilience. For deeper insights into Estée Lauder’s financial health and growth prospects, investors can access comprehensive Pro Research Reports available on InvestingPro, covering over 1,400 top US stocks.

In other recent news, The Estée Lauder Companies Inc. reported a 9% year-over-year drop in group organic sales for the third quarter of fiscal year 2025, aligning with Visible Alpha consensus estimates. Despite declines across key divisions, the company exceeded expectations in some financial areas, with adjusted operating income reaching $403 million, a 70% increase over the consensus estimate, and earnings per share (EPS) at $0.65, more than double the forecast. Estee Lauder’s fiscal year 2025 guidance anticipates a weaker fourth quarter due to challenges in travel retail and consumer sentiment in China, though the company is optimistic about sales growth in fiscal year 2026, contingent on tariff alleviation.

In analyst updates, Berenberg adjusted Estee Lauder’s price target to $61, maintaining a Hold rating, while UBS raised the target to $62 with a neutral stance, both acknowledging the company’s improved profitability. Citi also increased the price target to $60, citing market share gains in the United States, China, and Japan, but expressed concerns over limited visibility into operational sales growth improvement for fiscal year 2026. Moody’s downgraded Estee Lauder’s issuer and senior unsecured note ratings from A2 to A3 due to slower-than-expected recovery and uncertainties in the Asia travel retail market, assigning a negative outlook.

Additionally, Estee Lauder announced the appointment of Lisa Sequino as President of its Makeup Brand Cluster, effective June 9, 2025. Sequino, who has extensive experience in the beauty industry, will oversee the strategic direction and global growth of the company’s makeup portfolio. This leadership change is part of Estee Lauder’s broader strategy to strengthen its makeup category and unlock long-term opportunities. The company’s management has emphasized the need for more transparency regarding its financial outlook amid ongoing economic uncertainties.

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