{"schema_version":"secwatch.filing_event.v1","accession":"0001001250-25-000009","form_type":"8-K","ticker":"EL","cik":"0001001250","company_name":"ESTEE LAUDER COMPANIES INC","filed_at":"2025-02-04T23:59:59+00:00","discovered_at":"2026-05-14T18:03:02.630010+00:00","generated_at":"2026-05-27T03:15:47.268723+00:00","sec_items":["2.02","2.05","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"confidence":"high","headline":"Estée Lauder Q2 adjusted EPS down 29%; expands restructuring to 7,000 job cuts","bullets":["Net sales $4.0B, -6% YoY; GAAP diluted EPS loss $1.64 vs income $0.87, adjusted EPS $0.62 (-29%).","Goodwill/intangibles impairments of $861M (Tom Ford, Too Faced) drove $580M operating loss.","Restructuring program expanded: now 5,800-7,000 job eliminations (was 1,800-3,000); total charges $1.2B-$1.6B.","Q3 FY25 outlook: organic net sales -10% to -8%; adjusted EPS $0.20-$0.30 (vs $0.97 prior year).","Quarterly dividend maintained at $0.35 per share; payable March 17."],"urls":{"canonical":"https://secwatch.observer/filing/0001001250-25-000009","json":"https://secwatch.observer/filing/0001001250-25-000009.json","markdown":"https://secwatch.observer/filing/0001001250-25-000009.md","text":"https://secwatch.observer/filing/0001001250-25-000009.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1001250/000100125025000009/0001001250-25-000009-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1001250/000100125025000009/el-20250203.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-27T03:15:47.268723+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}