Core Insights - Estée Lauder reported fiscal 2025 Q2 earnings that exceeded analysts' expectations, with an adjusted EPS of $0.62 compared to the anticipated $0.32, representing a 93.8% outperformance [2][7] - Revenue for the quarter was $4 billion, slightly above the expected $3.977 billion, but down 6.4% year-over-year from $4.279 billion [2][7] - The company faced significant challenges in the Asia travel retail sector and subdued markets like China and Korea, impacting overall performance [3][11] Financial Performance - Adjusted EPS for Q2 2025 was $0.62, exceeding the estimate of $0.32, but down 29% from $0.88 in Q2 2024 [4] - Revenue was reported at $4.004 billion, slightly above the estimate of $3.977 billion, but down 6.4% from the previous year's $4.279 billion [4] - Adjusted operating margin decreased to 11.5% from 13.5% year-over-year, while gross margin improved to 76.1%, up 3.1 percentage points from 73.0% [4] Market Challenges - The skincare segment experienced a 12% decline in sales and a 26% drop in operating income, with double-digit declines noted in key regions such as China and travel retail [8] - The makeup segment saw a marginal decrease in sales, but significant impairments of $258 million affected overall profits [8] - The company reduced its dividend from $0.66 to $0.35 per share to maintain financial flexibility amid ongoing market pressures [10] Strategic Initiatives - Estée Lauder is focusing on restructuring and cost-cutting through its "Beauty Reimagined" initiative, aiming to strengthen its global market position and address operational challenges [6] - The company plans to expand its Profit Recovery and Growth Plan, targeting efficiency gains and a leaner business model by fiscal 2027 [12] - New product launches, including MAC's MACximal Sleek Satin Lipstick and Estée Lauder's Re-Nutriv expansion, are part of the strategy to enhance brand positioning [9] Future Outlook - For Q3, Estée Lauder anticipates a net sales decline of 10% to 12%, with adjusted EPS expected between $0.20 and $0.30, reflecting ongoing pressures from reduced consumer sentiment [11] - Successful execution of the "Beauty Reimagined" strategy and innovative product lines will be crucial for overcoming current challenges and driving future growth [12]

For the quarter ended December 2024, Estee Lauder (EL) reported revenue of $4 billion, down 6.4% over the same period last year. EPS came in at $0.62, compared to $0.88 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.98 billion, representing a surprise of +0.72%. The company delivered an EPS surprise of +93.75%, with the consensus EPS estimate being $0.32.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street e ...

Estee Lauder Companies Inc EL shares traded lower in premarket on Tuesday after the company reported second-quarter results.The company reported a second-quarter sales decline of 6% year-on-year to $4 billion, beating the analyst consensus estimate of $3.97 billion. Organic net sales decreased 6%.Net sales in the Americas dropped 2%. Sales in Europe, Middle East & Africa declined 6%, and Asia/Pacific plunged 11%. Net sales from Skin Care plunged 12%, Makeup decreased 1%, Fragrance grew 1%, and Hair Care dec ...

Group 1 - Estee Lauder reported quarterly earnings of $0.62 per share, exceeding the Zacks Consensus Estimate of $0.32 per share, but down from $0.88 per share a year ago, representing an earnings surprise of 93.75% [1] - The company posted revenues of $4 billion for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 0.72%, but down from $4.28 billion year-over-year [2] - Estee Lauder shares have increased approximately 10.4% since the beginning of the year, outperforming the S&P 500's gain of 1.9% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.65 on revenues of $3.75 billion, and for the current fiscal year, it is $1.49 on revenues of $14.84 billion [7] - The Zacks Industry Rank indicates that the Cosmetics industry is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook for stocks in this sector [8]

Exhibit 99.1 Investors: Rainey Mancini rmancini@estee.com Media: Jill Marvin jimarvin@estee.com THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 SECOND QUARTER RESULTS Launches Beauty Reimagined, a Strategic Vision to Restore Sustainable Sales Growth and Achieve Stronger Profitability Expands the Profit Recovery and Growth Plan to Enable the Vision New York, February 4, 2025 - The Estée Lauder Companies Inc. (NYSE: EL) today launched Beauty Reimagined, its new strategic vision, and reported its financial resu ...

In its upcoming report, Estee Lauder (EL) is predicted by Wall Street analysts to post quarterly earnings of $0.33 per share, reflecting a decline of 62.5% compared to the same period last year. Revenues are forecasted to be $3.99 billion, representing a year-over-year decrease of 6.9%.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 4.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during thi ...

EssilorLuxottica receives FDA clearance and EU certifications for Nuance Audio, making it available to consumers in the U.S. and Europe Paris, France (3 February 2025) – EssilorLuxottica announced today that it has received clearance from the Food and Drug Administration (FDA) for its OTC Nuance Audio Glasses. The Group has simultaneously achieved the CE marking under the Medical Devices Regulation in the EU, alongside the development of an ISO Quality Management System certification dedicated to Hearing Ai ...

Full-Year 2024 ResultsConference Call Invitation Mr FRANCESCO MILLERI, Chairman and Chief Executive Officer,Mr PAUL DU SAILLANT, Deputy Chief Executive Officer,Mr STEFANO GRASSI, Chief Financial Officer, andMr GIORGIO IANNELLA, Head of Investor Relations,have the pleasure of inviting you to our Full-Year 2024 Results Conference Call on: Wednesday, February 12, 2025, at 6:30 pm CET Dial-in telephone access: If you wish to dial into the conference call, please pre-register at the following link to receive the ...

The Estee Lauder Companies Inc. (EL) is likely to register a decline in its top and bottom lines when it reports second-quarter fiscal 2025 earnings on Feb. 4. The Zacks Consensus Estimate for net sales is pegged at almost $4 billion, suggesting a decrease of 6.9% from the prior-year quarter's level.The consensus mark for fiscal second-quarter earnings has remained unchanged in the past 30 days at 32 cents per share, indicating a decline of 63.6% from the figure reported in the year-ago quarter. EL has a tr ...

Shares of Estée Lauder (NYSE: EL ) have fallen 37% over the last twelve months, significantly underperforming the S&P 500, which has risen 24% over the same time period. Over the last few quarters, the company has faced a challenging environment with headwindsI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on ...