---
schema_version: "secwatch.filing_event.v1"
accession: "0001001250-25-000103"
form_type: "8-K"
ticker: "EL"
cik: "0001001250"
company_name: "ESTEE LAUDER COMPANIES INC"
filed_at: "2025-10-02T23:59:59+00:00"
generated_at: "2026-05-17T04:53:05.450418+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Estée Lauder recasts geographic segment results; FY25 net sales $14.3B, down 8%

## Summary
- 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.

## SEC filing metadata
- accession: 0001001250-25-000103
- form_type: 8-K
- ticker: EL
- cik: 0001001250
- company_name: ESTEE LAUDER COMPANIES INC
- filed_at: 2025-10-02T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1001250/000100125025000103/0001001250-25-000103-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1001250/000100125025000103/el-20251002.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001001250-25-000103
- JSON: https://secwatch.observer/filing/0001001250-25-000103.json
- Plain text: https://secwatch.observer/filing/0001001250-25-000103.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.