The earnings call presented a mix of positive developments, such as gross margin expansion and market share gains, alongside significant challenges, including a decline in organic sales and ongoing pressure in travel retail. The company's strategic initiatives show promise, but external factors like tariffs pose risks.

Company Guidance -

Q4 2025

During The Estée Lauder Companies' Fiscal 2025 Third Quarter Conference Call, several metrics and strategic initiatives were highlighted. The company reported a 9% decline in organic sales for the quarter, with a 3% decrease in business excluding travel retail, and a 28% decline in travel retail. Despite challenges, diluted earnings per share decreased by 33%, which exceeded expectations, demonstrating effective expense management. Gross margin expanded by over 300 basis points, marking the fourth consecutive quarter of improvement, driven by the Profit Recovery and Growth Plan (PRGP). Operating margin stood at 11.4%, contracting by 270 basis points due to increased consumer-facing spending. The company gained market share in key markets such as the U.S., China, and Japan, driven by brands like Clinique, The Ordinary, and La Mer. Additionally, Estée Lauder introduced innovations across prestige price tiers and expanded online sales, with mid-single-digit growth driven by pure play and third-party platforms. Looking ahead, the company aims to return to sales growth in fiscal 2026, focusing on mitigating the impact of tariffs and optimizing supply chain strategies.

Gross Margin Expansion

Gross margin expanded over 300 basis points for the fourth consecutive quarter, driven by operational efficiencies and strategic pricing actions.

Market Share Gains

The company gained market share in the U.S., China, and Japan, with Clinique, The Ordinary, and Bumble and bumble leading gains in the U.S. and La Mer, Estée Lauder, and TOM FORD driving gains in China and Japan.

Successful Strategic Initiatives

New brand launches and platform expansions on Amazon, Shopee, and TikTok contributed to a mid-single-digit growth in online organic sales.

Significant Cost Reductions

Through the Profit Recovery and Growth Plan (PRGP), the company reduced over 2,600 net positions and achieved a 30% reduction in executive team expenses.

The Estée Lauder Companies (EL) Earnings, Revenues Date & History

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EL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 20, 2025	2025 (Q4)	0.09 / -	0.64	―	―	―
May 01, 2025	2025 (Q3)	0.31 / 0.65	0.97	-32.99% (-0.32)	―
Feb 04, 2025	2025 (Q2)	0.32 / 0.62	0.88	-29.55% (-0.26)	―
Oct 31, 2024	2025 (Q1)	0.09 / 0.14	0.11	27.27% (+0.03)	―
Aug 19, 2024	2024 (Q4)	0.27 / 0.64	0.07	814.29% (+0.57)	―
May 01, 2024	2024 (Q3)	0.49 / 0.97	0.47	106.38% (+0.50)	―
Feb 05, 2024	2024 (Q2)	0.57 / 0.88	1.54	-42.86% (-0.66)	―
Nov 01, 2023	2024 (Q1)	-0.21 / 0.11	1.37	-91.97% (-1.26)	―
Aug 18, 2023	2023 (Q4)	-0.04 / 0.07	0.42	-83.33% (-0.35)	―
May 03, 2023	2023 (Q3)	0.51 / 0.47	1.91	-75.39% (-1.44)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

EL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 01, 2025	$59.65	$58.59	-1.78%
Feb 04, 2025	$81.95	$68.78	-16.07%
Oct 31, 2024	$85.88	$67.94	-20.89%
Aug 19, 2024	$92.90	$90.83	-2.23%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.