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

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Subscribers to  Chart of the Week  received this commentary on Sunday, November 27.

This Retail Stock Could Steal the Show in December

NEW YORK--( BUSINESS WIRE )--Fabrizio Freda, President and Chief Executive Officer of The Estée Lauder Companies Inc. (NYSE: EL) will participate in a fireside chat at Morgan Stanley's Global Consumer & Retail Conference in New York on Wednesday, December 7, 2022, at 9:30 a.m. EST.

The Estée Lauder Companies to Participate in Fireside Chat at the Morgan Stanley Global Consumer & Retail Conference

Estee Lauder (NYSE: EL) stock price rose almost 1.7x from $130 at 2018 end to around $217 currently, primarily due to favorable changes in its P/S multiple.

Here's How Estee Lauder Stock Has Managed To Outperform The S&P Since 2018

Apple

Advanced Micro Devices

Mastercard

Marvell Technology

NIKE

NVIDIA

Starbucks

Evercore strategists say companies including Estée Lauder, Apple, and Nike with significant sales from China could rise if Covid lockdowns ease.

Stocks With China Exposure Are Rising With Reopening Hopes

Shares of The Estee Lauder Companies Inc. ( EL , Financial) are down nearly 40% this year as investors remain concerned about its exposure to the Chinese market.

Estee Lauder's China Problem

The Estee Lauder Companies (EL) enters into an agreement to buy the TOM FORD brand by the first half of 2023.

The Estee Lauder Companies (EL) Strikes a Deal With TOM FORD

Two of the world's top luxury icons are deepening their relationship.

Estée Lauder is buying Tom Ford in a deal worth $2.8 billion

The Estée Lauder Companies Inc. (NYSE: EL) announced today that it has signed an agreement to acquire the TOM FORD brand. These are the details.

Why Estée Lauder Is Buying Tom Ford In A $2.8 Billion Deal

The Estee Lauder Companies (ELC) said it agreed to buy fashion house Tom Ford in a deal worth US$2.8bn, becoming the luxury cosmetic group's largest acquisition to date. As part of the deal, ELC will become the sole owner of the Tom Ford brand and its intellectual property.

Estee Lauder to acquire US fashion house Tom Ford for US$2.8bn

The Estée Lauder Cos. is buying the Tom Ford brand in a deal that is valued at $2.8 billion. Tom Ford, the founder and CEO of Tom Ford International, is expected to remain at the company through the end of 2023.

Tom Ford Brand Sold To Estée Lauder In A $2.8 Billion Deal

Estée Lauder is acquiring luxury powerhouse Tom Ford in a deal valued at $2.8 billion.

Estee Lauder to buy Tom Ford in a deal valued at $2.8B

The deal will help Estée beef up its luxury offerings.

Estée Lauder acquiring fashion label Tom Ford for $2.8B

Estée Lauder Cos. EL, +2.86% will acquire Tom Ford in a deal valued at roughly $2.8 billion, building on a longstanding licensing agreement and marking the cosmetics giant's largest-ever acquisition, executives said Tuesday.

Estée Lauder prevails in auction to buy Tom Ford in deal worth $2.8 billion

Estee Lauder Cos Inc said on Tuesday it agreed to buy U.S. fashion label Tom Ford for $2.8 billion, its biggest deal yet, adding a line of beauty products and apparel to the Clinique brand owner's portfolio.

Estee Lauder to buy fashion label Tom Ford in $2.8 billion deal

NEW YORK--( BUSINESS WIRE )--The Estée Lauder Companies Inc. (NYSE: EL) announced today that it has signed an agreement to acquire the TOM FORD brand, a global leader in luxury. The transformational deal will establish its longstanding partner, The Estée Lauder Companies (“ELC”), as the sole owner of the TOM FORD brand and all its intellectual property.

The Estée Lauder Companies to Acquire the TOM FORD Brand

The deal builds on a longstanding licensing agreement and marks the cosmetics giant's largest acquisition, executives said.

Estée Lauder to Buy Tom Ford in $2.8 Billion Deal

Estee Lauder Companies Inc (NYSE:EL) is up 2.7% to trade at $226.64 at last check, after The Wall Street Journal reported that the cosmetics concern is nearing a $2.8 billion deal to buy luxury fashion brand Tom Ford, in what could be its biggest acquisition to date.

Estee Lauder Stock Pops on Potential $2.8 Billion Buyout

Estée Lauder Cos. is nearing a deal to buy Tom Ford for roughly $2.8 billion, building on a longstanding licensing deal and marking the cosmetics giant's largest-ever acquisition, according to people familiar with the matter.

Estée Lauder closes in on $2.8 billion deal to buy Tom Ford

The New York cosmetics giant will pay roughly $2.8 billion for Tom Ford

Estée Lauder Nears Deal to Buy Tom Ford

NEW YORK--( BUSINESS WIRE )--The Estée Lauder Companies Inc. (NYSE: EL) will hold its 2022 Annual Meeting of Stockholders virtually on Friday, November 18, 2022 beginning at 10:00 a.m. (ET). Those wishing to access the webcast can visit www.virtualshareholdermeeting.com/EL2022.

The Estée Lauder Companies 2022 Annual Meeting of Stockholders to Be Held on November 18, 2022

Estee Lauder Cos Inc is nearing a deal to buy Tom Ford for about $2.8 billion, including debt, beating out competition from a number of others interested in acquiring the luxury fashion brand, the Financial Times reported on Friday, citing people briefed about the matter.

Estee Lauder nears $2.8 billion deal to buy Tom Ford - FT

The Estee Lauder Companies' (EL) first-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 Q1 Earnings Beat

The Estée Lauder Companies Inc (NYSE:EL ) Q1 2023 Earnings Conference Call November 2, 2022 9:30 AM ET Company Participants Rainey Mancini - Senior Vice President, Investor Relations Fabrizio Freda - President and Chief Executive Officer Tracey Travis - Executive Vice President and Chief Financial Officer Conference Call Participants Dara Mohsenian - Morgan Stanley Chris Carey - Wells Fargo Steve Powers - Deutsche Bank Dana Telsey - Telsey Advisory Group Bryan Spillane - Bank of America Rupesh Parikh - Oppenheimer Jason English - Goldman Sachs Operator Good day, everyone and welcome to the Estée Lauder Company's Fiscal 2023 First Quarter Conference Call. Today's call is being recorded and webcast.

The Estée Lauder Companies Inc (EL) Q1 2023 Earnings Call Transcript

After China's decision to ramp up quarantines in light of Coronavirus outbreaks across the east Asian country, cosmetic company Estee Lauder's shares tumbled Wednesday morning.

Estee Lauder among multinationals hit by China lockdowns

Estee Lauder (EL) delivered earnings and revenue surprises of 6.20% and 0.34%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

News for Estee Lauder Stock (EL)