{"schema_version":"secwatch.filing_event.v1","accession":"0001001250-25-000097","form_type":"8-K","ticker":"EL","cik":"0001001250","company_name":"ESTEE LAUDER COMPANIES INC","filed_at":"2025-08-20T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.103023+00:00","generated_at":"2026-05-17T11:02:44.465690+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Estée Lauder reports FY2025 net sales down 8% to $14.3B; GAAP EPS $(3.15); impairments and litigation charges weigh","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001001250-25-000097","json":"https://secwatch.observer/filing/0001001250-25-000097.json","markdown":"https://secwatch.observer/filing/0001001250-25-000097.md","text":"https://secwatch.observer/filing/0001001250-25-000097.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1001250/000100125025000097/0001001250-25-000097-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1001250/000100125025000097/el-20250820.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T11:02:44.465690+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"}