other material
confidence high
sentiment neutral
materiality 0.55
Estée Lauder recasts geographic segment results; FY25 net sales $14.3B, down 8%
ESTEE LAUDER COMPANIES INC
- New regions: Americas, EUKEM, Asia/Pacific (incl. travel retail), Mainland China separate.
- FY25 total net sales $14,326M vs $15,608M in FY24; reported decline 8%, organic decline 8%.
- FY25 operating loss $785M vs income $970M; includes $911M goodwill impairment in Americas.
- Asia/Pacific net sales down 21% to $3,606M; Mainland China down 6% to $2,741M.
- Changes in allocation of corporate expenses and manufacturing costs; no impact on consolidated results.