4 Cosmetics Leaders Adapting and Thriving Despite Industry Pressures
EL, ELF, HELE and EWCZ are navigating rising costs and shifting consumer demand through innovation, digital expansion, and strategic initiatives.
The Estée Lauder Companies Inc. (EL) Presents At Barclays 18th Annual Global Consumer Staples Conference 2025 Transcript
The Estée Lauder Companies Inc. (NYSE:EL ) Barclays 18th Annual Global Consumer Staples Conference 2025 September 3, 2025 4:30 PM EDT Company Participants Stephane de la Faverie - CEO, President & Director Amber English - President of Digital & Online of North America Conference Call Participants Lauren Lieberman - Barclays Bank PLC, Research Division Presentation Lauren Lieberman MD & Senior Research Analyst Great. So it's my pleasure to welcome Stephane de la Faverie, Estée Lauder's CEO; and Amber English, President of Digital and Online to the Americas, to our conference, Amber -- both of you for the first time actually.
Estee Lauder (EL) International Revenue Performance Explored
Evaluate Estee Lauder's (EL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Estee Lauder Q4 Earnings Beat Estimates, Sales Down 12% Y/Y
EL's fiscal fourth-quarter results reflect an earnings and sales beat despite declines in most categories and regions, except Fragrance.
Estee Lauder: Macro Headwinds And Rising Tariffs Affect Growth And Profitability
In 4Q25, The Estée Lauder Companies Inc. generated $3.41 billion in revenue, representing a decline of 12% y/y and 4% q/q. Profitability continues to deteriorate. Operating and net income fell by 67% and 92%. EL's recent performance proves that its previous quarter success is not sustainable. Unfortunately, current indicators suggests that more obstacles await. Macroeconomic headwinds will continue to weigh on overall demand, affecting on the company's sales. It is unlikely that we will see demand improve anytime soon.
Estee Lauder: Mixed Q4 And Weak Guidance Leave Shares Unattractive
The Estée Lauder Companies Inc. continues to struggle with weak sales, especially in Asia, and slow consumer spending, leading to disappointing earnings and guidance. Restructuring efforts are ongoing, but benefits are masked by sales pressures; turnaround will take years and execution risk remains high. Despite a healthy balance sheet and secure dividend, shares trade at over 40x earnings, requiring substantial future growth to justify valuation.
Estee Lauder (EL) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Estee Lauder (EL) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Estée Lauder Stock Falls as Quarterly Losses and Outlook Miss Expectations
Estée Lauder (EL) shares are down 6% in premarket trading Wednesday after the cosmetics company posted a wider-than-forecast quarterly loss and a disappointing outlook for the upcoming year.
Estée Lauder shares slip on disappointing profit outlook
Estee Lauder Companies Inc (NYSE:EL, ETR:ELAA) shares tumbled as the beauty giant's fiscal year 2026 outlook fell short of expectations amid tariffs and consumer weakness in its major markets. The company said it expects adjusted earnings per share (EPS) in the range of $1.90 to $2.10, below Street forecasts of $2.21.
Estee Lauder (EL) Surpasses Q4 Earnings and Revenue Estimates
Estee Lauder (EL) came out with quarterly earnings of $0.09 per share, beating the Zacks Consensus Estimate of $0.08 per share. This compares to earnings of $0.64 per share a year ago.
Estee Lauder forecasts annual profit below estimates
Estee Lauder forecast annual profit below Wall Street estimates on Wednesday, as persistent weakness in demand in the U.S. and China markets and tariff uncertainty pressure the cosmetics giant.
Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder
Michael Landsberg, Landsberg Bennett Private Wealth chief investment officer, joins CNBC's 'Power Lunch' to break down why he's keeping an eye on shares of Palo Alto Networks, Viking Holdings, and Estee Lauder.
