在家电家装领域，国补叠加天猫双11优惠，部分商品折扣低至5折，带动海尔、美的、源氏木语、石头 等品牌开售首小时迅速破亿。 10月21日凌晨，天猫公布2025双11首份战报：在10月20日晚8点正式开卖后，首小时即"爆单"，苹果、 源氏木语、珀莱雅、修丽可、斐乐、雅诗兰黛、兰蔻、欧莱雅、海蓝之谜、石头、耐克、lululemon等 80个品牌成交破亿，30516个品牌成交翻倍，均超去年开卖首日，18919个品牌首小时成交即超去年全 天。 美妆类目在开场阶段表现突出。开售6分钟，珀莱雅率先破亿，随后雅诗兰黛、SK-II、修丽可、兰蔻、 欧莱雅等品牌也纷纷破亿。开售10分钟，8个美妆品牌进入"亿元俱乐部"，数量超过去年同期。首小时 内，SK-II、娇韵诗、肌肤之钥等品牌均实现双位数增长，同频、达尔肤、花知晓等品牌首小时成交超 去年开卖首日。 运动户外品牌同样爆发迅速。开卖6分钟斐乐成交破亿、12分钟耐克成交破亿、15分钟lululemon成交破 亿；开卖30分钟内，adidas、安踏、骆驼、迪桑特纷纷破亿。开卖首小时，迪桑特、亚瑟士、Puma等头 部运动户外品牌同比高双位数增长。昂跑、Hoka One One、Hel ...

Key Takeaways Innovation is expected to contribute more than 25% of total sales in FY26.16% of the company's innovation pipeline is set to launch within FY26.New products span skin care, makeup, fragrance and hair care, boosting category reach.Estee Lauder Companies ((EL) is setting a clear benchmark for creative renewal in fiscal 2026, aiming for more than 25% of total sales to come from innovation. The company described this as a key priority under its “Beauty Reimagined” strategy, reflecting a stronger f ...

公司业绩与股价表现 - 公司股价在周五早盘交易中飙升超过9% [1] - 公司季度收入超出市场预期 [1] - 强劲业绩得益于其Meta AI眼镜的旺盛需求 [1]

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) will release its fiscal 2026 first quarter results on October 30, 2025. On that date, at 8:30 a.m. (ET), the Company will provide a live webcast of its conference call and presentation discussing the results, future prospects and recent corporate developments. Stéphane de La Faverie, President and CEO, and Akhil Shrivastava, EVP and CFO, will host the call. Those wishing to access the webcast can visit http://www.elcompanies. ...

Meta Ray-Ban Gen 2 AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025.EssilorLuxottica said a healthy amount of its revenue growth in the third quarter was due to its partnership with Meta, primarily from its Ray-Ban brand, to develop and sell smart glasses."Clearly there is a lift coming from Ray-Ban Meta wearables as a product category," CFO Stefano Grassi said on the company's third-quarter earnings call.The European eyewear company said sales in in the q ...

Goldman Sachs just upgraded Estée Lauder (EL) to “Buy” from “Neutral,” raising its price target to $115 from $76. Analyst Bonnie Herzog believes the cosmetics giant has reached a "fundamental inflection point" after years of struggling with pandemic-related travel retail declines and nimble competitors. The company's "Beauty Reimagined" strategy is gaining traction. Management launched brands on Amazon (AMZN) across 11 divisions and TikTok, adopting a consumer-first approach to drive faster innovation. Th ...

By Gianluca Lo Nostro (Reuters) -Ray-Ban maker EssilorLuxottica posted record third-quarter sales on Thursday and said it would accelerate production capacity for its booming smart glasses business. The eyewear giant, which is riding a wave of consumer appetite for AI-powered wearables, said revenue in the quarter through September rose 11.7% year-on-year to 6.9 billion euros ($8.1 billion), the company's best quarterly performance ever. The result exceeded the 6.7 billion euro average forecast in an LS ...

The Franco-Italian eyewear group posted revenue of $8 billion, a 12% increase from the previous year and its best quarter since its 2018 formation. ...

Ray-Ban maker EssilorLuxottica reported better than expected third-quarter revenue on Thursday, boosted by strong sales of wearable products and steady growth in North America, its biggest market. ...

Revenue up 11.7% in the third quarter Best quarterly performance ever for the Group Group’s revenue +11.7% in the third quarter at constant exchange rates1, +8.8% in the nine monthsWearables major boost, enlarging the portfolio with a strong pipeline of product innovationVision care and sunglasses growing 5% at constant exchange rates1 and perimeterNorth America and EMEA up double digits in both PS and DTC channelsStellest supported by strong clinical results, “de novo” fully approved by FDA, in the US mark ...