Estée Lauder Cos.’ stock dropped about 5% Wednesday after the maker of beauty products warned of a full-year profit miss and said it has approved 3,200 job cuts based on a previously announced restructuring plan.

Key Points Non-GAAP earnings per share fell 85% year over year to $0.09. Revenue declined 12% to $3.41 billion (GAAP), Non-GAAP revenue for FY2025 significantly exceeded analyst expectations. Gross margin improved to 72.

Estée Lauder reported double-digit declines in revenue last quarter. However, those results beat low expectations, as management touted the company's cost-cutting plan. The new CEO projects a return to growth in 2026,

Over the past five years, the stock has displayed a recurring pattern of negative one-day returns after earnings.

Major U.S. beauty products companies like Estee Lauder and E.L.F. Beauty could be turning their attention to India amid weakness in developed markets. A new Reuters report on Thursday detailed how global brands from Estee Lauder to France's L'Oreal are ...

Beauty products company Estée Lauder (NYSE:EL) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 11.9% year on year to $3.41 billion. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.

The Estée Lauder Companies reported an 8% drop in net sales to US$14,326m for the fiscal full year 2025, closing out a challenging year marked by declining demand across regions and product lines, with the company’s Global Travel Retail business, particularly in Asia, experiencing strong double-digit sales declines, weighing heavily on results.

The Asia travel retail slump was driven by ongoing subdued sentiment and lower conversion from Chinese consumers. Additionally, a move away from the previous North Asian reliance on bulk daigou business impacted replenishment orders.

Positive action from investment banks indicate that Estée Lauder Companies ‘Beauty Reimagined’ turnaround plans are starting to pay off

Q4 2025 Management View CEO Stephane de la Faverie opened with a remembrance of Chairman Emeritus Leonard A. Lauder and reaffirmed commitment to regaining prestige beauty leadership. The CEO emphasized,