Estée Lauder reports FY2025 net sales down 8% to $14.3B; GAAP EPS $(3.15); impairments and litigation charges weigh

ESTEE LAUDER COMPANIES INC

2025-FY EPS reported -$3.15 revenue$14,326,000,000

Net sales $14.326B (down 8% YoY); GAAP diluted EPS $(3.15) vs $1.08; adjusted diluted EPS $1.51 vs $2.59.
Adjusted operating margin 8.0% vs 10.2%; gross margin expanded 230 bps to 74.0% on PRGP benefits.
Q4 net sales $3.411B (down 12%); Q4 op. loss $(390)M on ~$450M impairment charges (Dr.Jart+, TOM FORD, Too Faced) and $159M talcum litigation settlements.
Affirms FY2026 outlook: expects organic sales growth (first growth after three declines) and improved operating profitability.
Skin Care -12% driven by Estée Lauder/La Mer declines in Asia travel retail; Fragrance flat; Le Labo posted strong double-digit growth each quarter.

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