The earnings call showcased significant efforts and achievements in expanding gross margins, gaining market shares in key regions, and increasing online sales. However, these were countered by notable challenges in travel retail, operating margin contraction, and a decline in net sales across most categories, leading to a mixed sentiment.

Company Guidance

In the fiscal year 2025 fourth-quarter and full-year conference call, The Estée Lauder Companies reported an 8% decline in organic net sales, largely driven by a 28% decrease in travel retail. The company highlighted a gross margin expansion of 230 basis points to 74%, despite significant volume deleverage, and an operating margin contraction of 220 basis points to 8% due to sales declines and increased consumer-facing investments. Diluted EPS decreased by 42%. For fiscal 2026, Estée Lauder anticipates low single-digit organic sales growth and an operating margin expansion of 165 basis points at the midpoint. The company plans to further reduce discounts, accelerate consumer coverage, and focus on high-growth emerging markets, which currently represent 10% of reported sales. Additionally, Estée Lauder aims to maintain its stronger gross margin despite incremental tariffs. The company continues to execute its Profit Recovery and Growth Plan (PRGP), expecting continued cost savings and reinvestments in consumer-facing areas to fuel growth.

Gross Margin Expansion

Gross margin expanded 230 basis points to 74%, driven by PRGP benefits, despite significant volume deleverage.

Market Share Gains

In the second half of fiscal '25, the company gained prestige beauty share in China, Japan, and the U.S., with brands like La Mer, TOM FORD, and Estée Lauder fueling share gains.

Online Sales Growth

Online organic sales growth accelerated from low single digits in the first half to mid-single digits in the second half, reaching 31% of reported sales for fiscal '25, an all-time record.

New Consumer Acquisition

The company increased consumer-facing investments, resulting in high single-digit retail sales growth in Mainland China and strategic expansions in online and physical retail channels.

The Estée Lauder Companies (GB:0JTM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

GB:0JTM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2026 (Q1)	0.17 / -	0.14	―	―	―
Aug 20, 2025	2025 (Q4)	0.09 / 0.09	0.64	-85.94% (-0.55)	―
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)	―

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

GB:0JTM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 20, 2025	$89.85	$85.07	-5.31%
May 01, 2025	$59.31	$57.84	-2.47%
Feb 04, 2025	$81.81	$69.30	-15.29%
Oct 31, 2024	$85.97	$66.67	-22.45%

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.