Estée Lauder Cos.’ stock dropped about 5% Wednesday after the maker of beauty products warned of a full-year profit miss and said it has approved 3,200 job cuts based on a previously announced restructuring plan.

The Estee Lauder Companies faces weak sales in Asia and slow growth globally, impacting earnings. Check out my updated look at EL stock post Q4 earnings.

Over the past five years, the stock has displayed a recurring pattern of negative one-day returns after earnings.

Estée Lauder reported double-digit declines in revenue last quarter. However, those results beat low expectations, as management touted the company's cost-cutting plan. The new CEO projects a return to growth in 2026,

Key Points Non-GAAP earnings per share fell 85% year over year to $0.09. Revenue declined 12% to $3.41 billion (GAAP), Non-GAAP revenue for FY2025 significantly exceeded analyst expectations. Gross margin improved to 72.

The Estée Lauder Companies Inc. (NYSE:EL) announced today that Dana Strong, CBE and Annabelle Yu Long have been nominated by its Board of Directors for election as directors at the upcoming annual meeting of stockholders to be held on November 13,

The Asia travel retail slump was driven by ongoing subdued sentiment and lower conversion from Chinese consumers. Additionally, a move away from the previous North Asian reliance on bulk daigou business impacted replenishment orders.

Q4 2025 Management View CEO Stephane de la Faverie opened with a remembrance of Chairman Emeritus Leonard A. Lauder and reaffirmed commitment to regaining prestige beauty leadership. The CEO emphasized,