Revenue segments as reported by the company.

Skin Care

Makeup

Fragrance

Hair Care

Other

Returns/charges associated with restructuring and other activities and adjustments

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Restructuring and other charges

Goodwill impairment

Impairment of other intangible assets

Talcum litigation settlement agreements

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Estee Lauder

Aveda is a company founded by Horst Rechelbacher, now owned by Estée Lauder Companies, headquartered in the Minneapolis suburb of Blaine, Minnesota. Aveda manufactures skin and body care, cosmetics, perfume, hair color, hair care products, and trains students in cosmetology, massage and esthiology at the Aveda Institutes in Minneapolis, New York City, Des Moines, Washington, DC, Maryland, Vancouver, Calgary, Orlando, Denver, Toronto and many other cities.

Aveda

Clinique is an American manufacturer of skincare, cosmetics, toiletries and fragrances, usually sold in high end department stores. It is a subsidiary of the Estée Lauder Companies.

Clinique

The Estée Lauder Companies, Inc. engages in the manufacture of skin care, makeup, fragrance and hair care products. It sells products under the following brand names: Estée Lauder, Clinique, Origins, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. Its channels consist of department stores, multi-brand retailers, upscale perfumeries and pharmacies, and prestige salons and spas. The company was founded by Estee Lauder and Joseph Lauder in 1946 and is headquartered in New York, NY.

Earnings data Q3 2021

Earnings data Q4 2021

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Earnings data Q4 2022

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Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q1 2025

Earnings data Q2 2025

Estée Lauder reports Q1 earnings, addresses Asia travel retail challenges

Estée Lauder Companies faced challenges in Asia travel retail but demonstrated strength in global retail performance, particularly in key markets and skincare products. The company is focused on addressing inventory and supply chain volatility while aiming for double-digit growth in sales. Despite ongoing risks, the long-term importance of travel retail and recovery markets presents opportunities for the company.

Estee Lauder faces Q2 challenges but eyes growth in fiscal '24

Estee Lauder's Q2 2023 showed mixed results with declines in organic sales and adjusted EPS, but with bright spots in fragrance and certain markets.
Challenges in skin care and geographic variations were noted, alongside opportunities for margin expansion and growth in fiscal '24.
The company remains focused on strategic investments, including the acquisition of Tom Ford, to drive sustainable growth and navigate market dynamics.
Overall, Estee Lauder is adapting to evolving conditions, aiming for recovery in key segments and regions while preparing for future opportunities.

Estee Lauder faces Q3 challenges in Asia travel retail

Estee Lauder's Q3 2023 earnings call highlighted challenges in Asia travel retail impacting overall performance, leading to a decline in organic sales and adjusted diluted EPS. Despite these challenges, the company remains focused on rebuilding margins, investing in key markets, and driving innovation. Opportunities for growth are seen in the recovery of airport traffic and strategic initiatives in travel retail.

Estee Lauder aims for growth rebound in fiscal '24 amidst challenges

Estee Lauder's Q4 2023 saw organic sales growth driven by EMEA and Asia Pacific, but full-year sales declined due to Asia travel retail challenges. Fiscal '24 targets margin expansion and organic sales growth, with a focus on brand strength and market opportunities.
The company faces challenges in Asia travel retail and external market volatility, but remains optimistic about growth prospects. Strategic imperatives for fiscal '24 include driving growth in key markets, launching new products, and enhancing profitability.
Opportunities lie in leveraging brand strength, expanding in emerging markets like India, and improving travel retail performance. Efforts to enhance supply chain agility and balance value creation in retail collaborations are key focus areas for growth.

Estee Lauder Q1 2024: Mixed Results, Strategic Imperatives for Growth

Estee Lauder's Q1 2024 showed mixed results with challenges in travel retail but strengths in key markets like EMEA and Asia Pacific.
The company is focused on strategic imperatives for growth, cost efficiency, and sustainability, aiming to rebuild profitability.
Despite challenges, Estee Lauder remains confident in its fundamentals and brand portfolio for future growth opportunities.

Estee Lauder reports Q2 sales decline but exceeds EPS expectations

Estee Lauder is navigating a challenging sales environment but remains focused on profitability rebuild and long-term growth. The company is implementing a Profit Recovery Plan, expanding strategic initiatives globally, and aiming for a return to organic sales growth in key markets.

Estee Lauder reports strong Q3 earnings and outlines profit recovery plan

Estee Lauder's Q3 performance showcased strong sales growth in key regions, with a focus on operational efficiency and margin improvement.
The company's profit recovery plan aims to drive significant incremental operating profit through strategic initiatives and expense management.
Challenges in Mainland China and disruptions in retail sell-through were noted, but Estee Lauder remains optimistic about growth opportunities and market trends.
Analysts' inquiries focused on margin trends, spending shifts, and the pace of reinvestment, highlighting investor interest in Estee Lauder's financial strategies and market performance.

Estee Lauder addresses challenges, focuses on growth strategies for 2025

Estee Lauder's fiscal year 2024 was challenging, but the company is taking strategic actions to address issues and drive growth in fiscal year 2025. Despite expected sales challenges, Estee Lauder is focused on key growth areas and operational improvements to navigate market conditions.

Estee Lauder faces sales decline in Q1 2025 amidst market challenges

Estee Lauder navigated a challenging Q1 2025 with a sales decline and withdrawn outlook. Despite headwinds, the company showed strengths in key product categories and market share gains. Addressing cost pressures and strategic focus are crucial for future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The Estée Lauder Companies, Inc. engages in the manufacture of skin care, makeup, fragrance and hair care products. It sells products under Estée Lauder, Clinique, Origins, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. Its channels consist of department stores, multi-brand retailers, upscale perfumeries and pharmacies, and prestige salons and spas. The company was founded by Estee Lauder and Joseph Lauder in 1946 and is headquartered in New York, NY.

The Estee Lauder Companies (EL) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Should You Buy The Estee Lauder Companies (EL) Ahead of Earnings?

Ermenegildo Zegna Holditalia SpA

NEW YORK--(BUSINESS WIRE)--The TOM FORD brand, now owned by The Estée Lauder Companies Inc. (NYSE:EL), announced the appointments of Guillaume Jesel to President and CEO, TOM FORD, and Peter Hawkings to Creative Director, TOM FORD, effective at the closing of the acquisition. Ermenegildo Zegna N.V. (NYSE: ZGN) (“Zegna Group”) has appointed a CEO of TOM FORD FASHION who is expected to be announced in July and assume the role in the third quarter of calendar 2023. These leaders will work together.

The TOM FORD Brand Announces Executive Leadership Team

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) (“ELC”) announced today that it has completed its acquisition of the TOM FORD brand and is now the sole owner of the TOM FORD brand and all its intellectual property. ELC's stewardship and its licenses with Ermenegildo Zegna N.V. (NYSE: ZGN) (“Zegna Group”) and Marcolin Group provide continuity and allow for the further evolution of the TOM FORD brand as one of the preeminent global luxury brands of the twenty-first century.

The Estée Lauder Companies Completes Acquisition of the Tom Ford Brand

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Though the relationship the United States has with China is somewhat fractured these days, top U.S.

Jefferies Says Buy These 5 ‘Strong Buy' Blue-Chip Stocks With Massive Exposure to China Now

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) will release its fiscal 2023 third quarter results on May 3, 2023. On that date, at 9:30 a.m. (ET), the Company will provide a live webcast of its conference call discussing the results, future prospects and recent corporate developments. Fabrizio Freda, President and CEO, and Tracey T. Travis, EVP and CFO, will host the call. Those wishing to access the webcast can visit http://www.elcompanies.com/investors. The call will be.

The Estée Lauder Companies to Webcast Discussion of Fiscal 2023 Third Quarter Results on May 3, 2023

Estee Lauder (EL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Estee Lauder (EL) Expected to Beat Earnings Estimates: What to Know Ahead of Q3 Release

NEW YORK--(BUSINESS WIRE)--Today, The Estée Lauder Companies Inc. (NYSE:EL)("ELC") announced that Sara Moss, Vice Chairman, The Estee Lauder Companies, has made the decision to retire, effective July 1, 2023. Sara's outstanding career with The Estée Lauder Companies began in 2003 when she joined the organization as Executive Vice President and General Counsel, a position she served in until 2019 when she was promoted to Vice Chairman. A recognized thought leader, collaborative partner, and keen.

Sara Moss to Retire From the Estée Lauder Companies

The Estee Lauder Companies' (EL) derives significant revenues from emerging markets, encouraging it to make distributional, digital and marketing investments.

The Estee Lauder Companies' (EL) Emerging Market Presence Solid

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Although a much-debated topic, investors should at least consider shifting toward defensive stocks to buy ahead of a potential downcycle. Notably, Morgan Stanley analysts warned about U.S. recession risks prior to 2023.

7 Defensive Stocks to Buy to Batten Down the Hatches

Estee Lauder (EL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Estee Lauder (EL) Could Beat Earnings Estimates Again

There is more to the comparison, and in the sections below, we discuss why we believe EL stock will offer better returns than PG stock in the next three years.

Here's A Better Pick Over Procter & Gamble Stock

The Estee Lauder Companies (EL) is benefiting from online growth. However, inflation, supply chain-related issues and slowdown risk across some markets worldwide are concerns.

Solid Online Business Aids The Estee Lauder Companies (EL)

Looking at a slightly longer term, EL stock is down 36% from levels seen in late 2021, compared to a 17% fall in the broader S&P500 index.

Should You Buy Estee Lauder Stock After A 36% Decline Since 2021?

The Estee Lauder Companies (EL) has a strong presence in emerging markets, which has been yielding. However, a rising inflationary environment hurts.

The Estee Lauder Companies' (EL) Emerging Market Presence Strong

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Estée Lauder beat estimates in its fiscal second quarter but offered weak guidance on the bottom line. Challenges in travel retail and elevated inventory levels at its retail partners are affecting the company.

Why Estée Lauder Stock Lost 12% in February

The Estee Lauder Companies Inc. (EL) is benefiting from a strong online business. It has a solid presence in emerging markets, which bodes well.

The Estee Lauder Companies Inc. (EL) Online Sales Aid Growth

PARIS--(BUSINESS WIRE)--BALMAIN announced the appointment of Hans Dorsinville to Senior Vice President (SVP), Global Creative, BALMAIN BEAUTY, effective January 2023. Hans will be based in New York and report directly to Olivier Rousteing, Creative Director of BALMAIN.

Hans Dorsinville Appointed Senior Vice President, Global Creative, BALMAIN BEAUTY

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The luxury giant has tapped Raffaella Cornaggia, a senior Estee Lauder executive, to lead a new beauty division, as it looks to expand in cosmetics and perfumes.

Gucci Parent Kering Taps Estee Lauder Executive for Beauty Push

The Estee Lauder Companies' (EL) second-quarter fiscal 2023 performance reflects reduced earnings and sales, with results affected by pandemic-led curbs in China and inflationary pressure.

The Estee Lauder Companies (EL) Down Despite Q2 Earnings Beat

Estée Lauder Companies Inc. (NYSE:EL ) Q2 2023 Results Conference Call February 2, 2023 9:30 AM ET Company Participants Rainey Mancini - SVP, IR Fabrizio Freda - President, CEO Tracey Travis - EVP, CFO Conference Call Participants Lauren Lieberman - Barclays Dara Mohsenian - Morgan Stanley Peter Grom - UBS Michael Binetti - Credit Suisse Mark Astrachan - Stifel Operator Good day, everyone, and welcome to the Estee Lauder Company's Fiscal 2023 Second Quarter Conference Call. Today's call is being recorded and webcast.

Estée Lauder Companies Inc. (EL) Q2 2023 Earnings Call Transcript

While the top- and bottom-line numbers for Estee Lauder (EL) give a sense of how the business performed in the quarter ended December 2022, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

News for Estee Lauder Stock (EL)