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 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.'s stock has fallen nearly 50% I first covered the stock in 2020 and sell-side analysts have recently downgraded the stock. Contrary to Wall Street analysts, I believe that EL stock has become too cheaply priced to ignore. The current share price does not assume any meaningful improvement in margins which is a very low probability scenario for long-term investors.

Estee Lauder: It Pays Off To Have A Contrarian View (Rating Upgrade)

Avangrid

Bank of America

Franklin Resources

Citizens Financial Group

Eversource Energy

FlexShares STOXX US ESG Impact Index Fund

Hasbro

Hormel Foods

Interpublic Group of Companies

Kraft Heinz

Mondelez

Merck

NextEra Energy

Omnicom Group

Regions Financial

Target

Barron's seventh-annual (2024) ranking of Sustainable companies started with the 1,000 largest publicly traded companies by market value, then ranked each by performance for five key constituencies: shareholders, employees, customers, community, and the planet. Home-products company Clorox sits atop for the second straight year, edging out Kimberly-Clark, CBRE Group, Hasbro, and Agilent Technologies in the top five. Per 10/10/24 data from YCharts, the top 10 of 78 dividend-paying sustainable companies ranged from 3.87%-14.6% by annual yield and ranged from 20.3%-71.56% by broker-estimated target-price upsides.

Buy 7 Sustainable Dividend Dogs From Barron's October 100

Warby Parker

Warby Parker (WRBY) stock price has underperformed the market since going public through a direct listing in September 2021. It has barely moved since 2022, and it remains 73% below its highest level on record.

Warby Parker: Is it a better stock than EssilorLuxottica?

EL faces mounting pressure in its Asia-Pacific markets, shifting consumer behavior and currency headwinds, raising concerns for the fiscal 2025 outlook.

Why EL Stock Is Under Pressure: Key Issues to Watch In Fiscal 2025

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies (NYSE: EL) (“ELC”) is pleased to announce the winners for The Catalysts program. Created by ELC's New Incubation Ventures (“NIV”) and launched with support from TikTok, the integrated, global initiative is aimed at spotlighting, uplifting, and empowering emerging storytellers with fresh visions for the beauty industry. The program underscores NIV's dedication to championing trailblazing spirits in beauty, accentuating the influence and impac.

The Estée Lauder Companies' NIV and TikTok Announce the Winners of The Catalysts Program

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies (NYSE: EL) (the company) is placing renewed emphasis on women's health with the launch of its 2024 Breast Cancer Campaign, spotlighting a powerful message: Breast Care is Self-Care. The company aims to inspire and educate women across generations to become advocates for their breast health, reframing self-care to include proactive prevention and early detection measures. The company has been at the forefront of efforts to create a breast can.

This Breast Cancer Awareness Month The Estée Lauder Companies Wants Women to Know That Breast Care Is Self-Care

Albemarle

Caterpillar

Industrial, materials and consumer discretionary companies with exposure to China stand to benefit from stimulus.

Chinese Stocks Are Soaring, but So Are These 3 Dividend Stocks That Are Up Between 5% and 16% in 3 Days

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE:EL) today announces that after more than 28 years with the Company, Mark Loomis, Group President, North America, will retire at the end of fiscal year 2025. He will be succeeded by Tara Simon, who will assume the role of President, North America, and Amber English, who will assume the role of President, Digital and Online, North America. Ms. Simon and Ms. English will assume their new roles beginning January 1, 2025 to ensure a se.

The Estée Lauder Companies Announces North America Regional Leadership Transitions

Shares of beauty products manufacturer Estée Lauder (EL) surged Thursday, lifted by continued optimism about China's efforts to shore up its slumping economy with an economic stimulus package.

Estée Lauder Stock Climbs After China Unveils Economic Stimulus

Estée Lauder stock (NYSE: EL) has had a tough year so far, with its stock falling 40%, while its peer Ulta Beauty stock (NASDAQ: ULTA) has seen a 16% decline. Estée Lauder has been struggling with falling sales and profits lately, but that appears to be priced in now, and we think EL stock looks undervalued at its levels of around $90.

Why Is Estée Lauder Stock Down 75%?

A rate cut in China could benefit Estee Lauder. China is a major market for Estee Lauder, and the brand has struggled there lately.

Why Estee Lauder Stock Was Moving Higher Today

NEW YORK--(BUSINESS WIRE)--Today, Estée Lauder (NYSE: EL) announces the launch of its inaugural Emerging Leaders Beautiful Forces grants, furthering the brand's commitment to women's leadership. Through a partnership via the Estée Lauder Emerging Leaders Fund (ELELF) and grantee, Vital Voices Global Partnership, the new initiative will deepen the brand's investment in supporting emerging women leaders globally and helping to advance their influence and impact. Launched in 2022, the Estée Lauder.

Estée Lauder Announces its First Annual Estée Lauder Emerging Leaders Fund Beautiful Forces Grants

ConocoPhillips

Occidental Petroleum

Toyota Motor

Lower oil prices are dragging down exploration and production companies. UPS, Toyota, and Estee Lauder are cyclical companies that are experiencing slowing growth.

These 5 Dividend Stocks are Down 21% to 77%. Here's Why They're Worth Buying and Holding for at Least 5 Years.

I have always considered Estée Lauder to be a high-quality business. But in 2022 shares were trading too expensive for me to justify buying the stock. Today, however, after a 65-70% drop in valuation, I think the time has come to buy shares in this category (beauty) leader. While downside risks remain, I argue that the company's expansion into high-margin markets, focus on digital channels, and operational cost-cutting measures contribute to a favorable long-term outlook.

Estee Lauder: On Path To A Favorable Long-Term Outlook, Now A Buy

Estee Lauder's earnings have already started to rebound, but shares remain at multi-year lows. The company's operations are stronger than the market is giving it credit for. I believe the company's dividend is safe, and the current 3% yield is attractive given the firm's high quality and significant long-term growth prospects.

Estee Lauder: Strong Buy On Improving Margins And Dramatic Undervaluation

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) (the “Company”) today announced that it has received notice that TRC Capital Investment Corporation (“TRC”) commenced an unsolicited “mini-tender” offer to purchase up to 1,500,000 shares of the Company's Class A common stock, which represents approximately 0.64% of the outstanding Class A common stock, at a price of $83.65 per share in cash. The Company does not endorse TRC's unsolicited mini-tender offer and recommends that.

The Estée Lauder Companies Inc. Recommends Stockholders Reject “Mini-Tender” Offer by TRC Capital Investment Corporation And Do Not Tender Shares

Intel

MetLife

Calvert Research and Management evaluated 1,000 large companies on 230 ESG indicators to rank the top 100 most sustainable companies for Barron's annual list. Nine dividend-paying ESG companies, including NextEra Energy and Franklin Resources, offer dividends exceeding their share prices, signaling potential buy opportunities. Analysts predict net gains of 13.52% to 39.01% for the top ten ESG stocks by September 2025, with Intel and Estee Lauder among the top gainers.

Buy 9 Sustainable Dividend Dogs From Barron's August 100

EL is battling weak consumer sentiment, market instability and currency woes. The company is making some progress with its Profit Recovery and Growth Plan.

EL Trading Near 52-Week Low: How Should Investors Approach the Stock?

State Street

BUSAN, South Korea--(BUSINESS WIRE)-- #E7visa--HJSC's aggressive hiring of Filipino workers leads the Philippine Ambassador to South Korea to visit the HJSC shipyard in Busan, South Korea.

Philippine Ambassador to South Korea Visits HJSC, Offering Gratitude and Encouragement

The Estée Lauder Companies Inc. (NYSE:EL ) Barclays 17th Annual Global Consumer Staples Conference Call September 3, 2024 12:00 PM ET Company Participants Tracey Travis - Executive Vice President & Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Lauren Lieberman So happy to have Tracey Travis with us today, Executive Vice President and Chief Financial Officer of Estée Lauder. I just want to also remind everyone to please refer to the slide being presented for Estée in terms of statement regarding forward-looking statements and non-GAAP disclosures.

The Estée Lauder Companies Inc. (EL) Barclays 17th Annual Global Consumer Staples Conference (Transcript)

The Estee Lauder Companies continues to be impacted by market volatility in mainland China and Asia travel retail as well as weak consumer sentiment.

EL Stock Down More Than 25% in Three Months: Should You Buy or Sell?

Evaluate Estee Lauder's (EL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

International Markets and Estee Lauder (EL): A Deep Dive for Investors

Estée Lauder stock (NYSE: EL) has had a tough year so far, with its stock declining 37%, while the broader S&P500 index has risen 18%. The company has been struggling with falling sales and profits lately.

Why Is Estée Lauder Stock Falling?

An analyst became notably more bullish on the cosmetics giant's prospects. She now feels the shares are worth buying.

Why Estee Lauder Stock Was Smelling Sweet on Thursday

Estée Lauder Cos. drew an upgrade to overweight from neutral at Piper Sandler on Thursday as analyst Korinne Wolfmeyer said she's more bullish on the beauty giant after its stock has lost more than a third of its value so far this year.

News for Estee Lauder Stock (EL)