secwatch.observer — SEC 8-K summary
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Issuer:     ESTEE LAUDER COMPANIES INC (EL)
CIK:        0001001250
Form:       8-K
Filed at:   2025-05-01T23:59:59+00:00
Accession:  0001001250-25-000058
Event type: earnings
Sentiment:  negative
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Estée Lauder Q3 GAAP EPS $0.44, down 52% YoY; net sales $3.55B, down 10%
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- Adjusted EPS $0.65 vs $0.97 prior y/e, revenue $3.55B (organic -9%).
- Gross margin expanded 310 bps to 75.0% on PRGP benefits; operating margin fell to 8.6%.
- Skin Care -11%, Makeup -7%, Fragrance -1%, Hair Care -10%; travel retail continued steep decline.
- Qtrly dividend $0.35/shr declared payable June 16 to May 30 record holders.
- FY2025 guidance lowered: GAAP EPS loss $1.61-$1.89, adj. EPS $1.30-$1.55 (prior $2.59).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1001250/000100125025000058/0001001250-25-000058-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1001250/000100125025000058/el-20250501.htm
  HTML page:      https://secwatch.observer/filing/0001001250-25-000058

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