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Revenue by Segment
Analyzes revenue from different business segments, highlighting which product lines or services are driving growth and which may need strategic adjustments.The business is undergoing a clear mix shift: fragrance has emerged as the primary growth driver (helped by travel retail and China), while skin care shows persistent softness and uneven newness, and makeup is stabilizing but not yet recovering. That pivot toward higher‑margin fragrance, together with PRGP savings and active store exits, explains the margin expansion and raised guidance — but sizable restructuring charges and North American retail pressure leave upside dependent on execution and a rebound in skin care/newness.
Date | Other | Skin Care | Makeup | Fragrance | Hair Care | Returns and Restructuring Charges |
|---|---|---|---|---|---|---|
Jun 30, 2026 | $103.00M | $7.34B | $4.28B | $2.78B | $565.00M | $0.00 |
Mar 31, 2026 | $28.00M | $1.86B | $1.07B | $628.00M | $128.00M | $0.00 |
Dec 31, 2025 | $31.00M | $2.05B | $1.16B | $812.00M | $168.00M | $0.00 |
Sep 30, 2025 | $26.00M | $1.57B | $1.03B | $721.00M | $129.00M | $0.00 |
Jun 30, 2025 | $20.00M | $1.71B | $982.00M | $560.00M | $141.00M | $0.00 |
Mar 31, 2025 | $25.00M | $1.81B | $1.03B | $557.00M | $126.00M | $0.00 |
Dec 31, 2024 | $30.00M | $1.92B | $1.15B | $744.00M | $159.00M | $0.00 |
Sep 30, 2024 | $25.00M | $1.53B | $1.04B | $630.00M | $139.00M | $0.00 |
Jun 30, 2024 | $27.00M | $2.04B | $1.10B | $539.00M | $165.00M | $0.00 |
Mar 31, 2024 | $26.00M | $2.06B | $1.14B | $575.00M | $143.00M | $0.00 |