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The Estée Lauder Companies (EL)
NYSE:EL
Earnings Data
Report Date
Aug 20, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
0.08Last Year’s EPS
0.64Same Quarter Last Year
Based on 18 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 2.13%
|Next Earnings Date:Aug 20, 2025
Earnings Call Sentiment|Neutral
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
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.
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EL Earnings History
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
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EL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $59.96 | $58.89 | -1.78% |
| Feb 04, 2025 | $82.37 | $69.14 | -16.06% |
| Oct 31, 2024 | $86.32 | $68.28 | -20.90% |
| Aug 19, 2024 | $93.38 | $91.30 | -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.
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FAQ
When does The Estée Lauder Companies (EL) report earnings?
The Estée Lauder Companies (EL) is schdueled to report earning on Aug 20, 2025, TBA Not Confirmed.
What is The Estée Lauder Companies (EL) earnings time?
The Estée Lauder Companies (EL) earnings time is at Aug 20, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is EL EPS forecast?
EL EPS forecast for the fiscal quarter 2025 (Q4) is 0.08.
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