Estée Lauder Posts 12% Sales Drop in Q4

Estée Lauder Companies (NYSE:EL), a leading name in global prestige beauty, reported its Q4 FY2025 results on August 20, 2025. The most notable news was a 12% year-over-year decrease in net sales (GAAP) as demand softened and restructuring continued. Earnings per share, excluding certain items, dropped sharply to $0.09 for the three months ended June 30, 2025. Revenue for the three months ended June 30, 2025 was $3.41 billion, just ahead of the consensus forecast of $3.40 billion (non-GAAP). Overall, the quarter reflected ongoing challenges, but also signs of operational improvement, as non-GAAP gross margin ticked higher to 74.0% in FY2025 despite falling sales and earnings.

Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q3 2025 earnings report.

Estée Lauder Companies is known for its portfolio of luxury and prestige beauty brands, such as Estée Lauder, Clinique, and La Mer. The company sells skin care, makeup, fragrance, and hair care products globally, reaching consumers through stores, online channels, and travel retail locations.

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Source Fool.com