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 ...

Estée Lauder shares are down in premarket trading Wednesday after the cosmetics company posted a wider-than-forecast quarterly loss and a disappointing outlook for the upcoming year.

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.

The company expects tariffs to impact profitability by $100 million, but is forecasting a return to growth next year.

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,