Estee Lauder Companies’ Post-Pandemic Struggle Continues In Q3; Travel Retail Down 45%

Lauder lowers its fiscal 2023 full-year sales guidance a third time as travel retail recovery in Asia lags and global travel retail sales plunge 45% organically. On the bright side, the rest of the firm’s business grew 10%.

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The Estee Lauder Companies, Inc. says despite post-COVID recovery in the US and other markets, elevated levels of inventory in its Asia travel retail business led to a 45% decline in total travel retail organic sales in the fiscal 2023 third quarter.

The company lowered its full-year

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