Description

 Estée Lauder: Can Its Can Its Emerging Market Push & Portfolio Realignment Offset the China Slowdown?

The Estée Lauder Companies’ second-quarter fiscal 2025 earnings highlighted several key elements of the company’s current performance and strategic directions. On the performance front, the company reported a 6% decline in organic net sales, which fell at the higher end of its guidance. Adjusted earnings per share (EPS) for the quarter were reported at $0.62, which exceeded expectations due to a better-than-anticipated gross margin expansion driven by a favorable mix in the skincare category. However, the company faced significant challenges in the Asia Pacific region, particularly in China and Korea, due to subdued consumer sentiment and geopolitical issues. This decline was partially offset by growth in Japan and a stable performance in the Americas.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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