Estée Lauder billion-dollar brands now total six after Jo Malone London and TOM FORD joined the group in fiscal 2026. The milestone arrived as The Estée Lauder Companies returned to full-year sales growth, with fragrance posting the fastest reported growth among its major product categories. Here is what changed and what the latest numbers show.
Key Takeaways
- The Estée Lauder Companies said on August 19, 2026, that Jo Malone London and TOM FORD increased its number of billion-dollar brands from four to six.
- Fiscal 2026 net sales reached $15.05 billion, up 5% from fiscal 2025, while organic net sales rose 3%.
- Fragrance net sales reached $2.779 billion, up 12% on a reported basis and 10% organically.
- The company opened 33 net new freestanding fragrance stores globally during fiscal 2026, led by Le Labo and Jo Malone London.
The Estée Lauder Companies placed Jo Malone London and TOM FORD among its billion-dollar brands when it reported fiscal 2026 results for the year ended June 30. The two names joined Estée Lauder, Clinique, La Mer and M·A·C.
The company did not disclose separate fiscal 2026 net sales totals for Jo Malone London or TOM FORD in the earnings release. It identified both as additions to the billion-dollar category, making the classification a company-reported milestone rather than a newly published brand-by-brand revenue breakdown.
Net sales rose 5% to $15.049 billion from $14.326 billion a year earlier. Organic net sales increased 3%, while fourth-quarter reported sales rose 6%.
President and CEO Stéphane de La Faverie said, “We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands.”
Estée Lauder Billion-Dollar Brands Expand to Six
The expansion of the Estée Lauder billion-dollar brands gives fragrance a larger presence among the company’s biggest names. Jo Malone London is centered on fragrance and related scent products, while TOM FORD contributes across fragrance and makeup.
The company reported that 23% of fiscal 2026 sales came from products it classified as innovation. It highlighted Jo Malone London campaigns including “Uniquely You” and “Two Sisters, One Perfect Pear,” along with TOM FORD Taormina Orange Eau de Parfum in the fourth quarter.
Distribution also widened. The company opened 33 net new freestanding fragrance stores globally, led by Le Labo and Jo Malone London. The development sits alongside other beauty industry expansion stories involving retail reach and brand management.
Fragrance Growth Puts TOM FORD in Focus
Fragrance was the fastest-growing major product category in Estée Lauder’s fiscal 2026 results. Reported fragrance net sales rose 12% to $2.779 billion from $2.491 billion. Organic fragrance net sales increased 10%.
The company said organic fragrance growth was led by its luxury brands, particularly Le Labo, TOM FORD and KILIAN PARIS. TOM FORD fragrance sales increased with support from Soleil Neige, Oud Voyager and Figue Érotique, according to the earnings release.
TOM FORD also contributed to makeup growth. Estée Lauder cited Eye Color Quad products, Architecture Soft Matte Blurring Foundation and Architecture Radiance Hydrating Foundation among the products supporting the brand’s makeup sales.
The fiscal 2026 figures show why scent is central to the brand’s current position. Fragrance grew faster than skin care, makeup and hair care on a reported basis. Consumer attention around scent also appears across fragrance brand campaigns in the wider beauty market, but Estée Lauder’s own results provide the clearest measure for TOM FORD.
Jo Malone London Adds Scale Through Fragrance
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Jo Malone London reached the same billion-dollar classification through a different brand profile. Founded in 1994 and acquired by The Estée Lauder Companies in 1999, the brand is built around cologne, home fragrance, bath and body products and scent layering.
During fiscal 2026, Jo Malone London was one of the brands leading Estée Lauder’s freestanding fragrance-store openings. The company also highlighted the brand during major shopping periods in mainland China and included its campaigns among its fiscal-year commercial activity.
The Fragrance Foundation named Jo Malone London Beach Blossom Cologne Fragrance of the Year in the Universal Prestige category in 2026. TOM FORD Oud Voyager Eau de Parfum received Fragrance of the Year in the Ultra Luxury category.
Those awards are separate from the sales classification. The company’s fiscal 2026 results are the source for the billion-dollar designation.
The broader numbers place both brands inside a fragrance category that generated $2.779 billion in fiscal 2026 net sales. With Jo Malone London and TOM FORD added, the Estée Lauder billion-dollar brands now total six, while the company has not published individual fiscal-year sales totals for either new addition.
Frequently Asked Questions
Which Estée Lauder brands are billion-dollar brands?
The Estée Lauder billion-dollar brands total six, according to the company’s fiscal 2026 results. They are Estée Lauder, Clinique, La Mer, M·A·C, Jo Malone London and TOM FORD.
When did Jo Malone London and TOM FORD join the group?
The Estée Lauder Companies announced the additions on August 19, 2026, as part of its fiscal 2026 results. The fiscal year ended June 30, 2026.
How large was Estée Lauder’s fragrance business in fiscal 2026?
Reported fragrance net sales were $2.779 billion, up 12% from $2.491 billion in fiscal 2025. Organic fragrance net sales increased 10%.
Did Estée Lauder disclose separate sales for Jo Malone London and TOM FORD?
The fiscal 2026 earnings release did not provide separate annual net sales figures for the two brands. It identified both as new additions to the company’s group of billion-dollar brands.
