NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced the offering and pricing of $650.0 million aggregate principal amount of its 5.000% Senior Notes due 2034. The offering was made pursuant to an effective registration statement filed by The Estée Lauder Companies Inc. with the Securities and Exchange Commission on May 20, 2021. The closing of the offering is expected to occur on or about February 14, 2024. The Company intends to use the net proceeds of this offering for ...

数字渠道需求增长 - Estée Lauder在数字渠道上看到需求增长[1] - 消费者对数字购买美妆产品的需求增加[4] 全渠道关键增长领域 - 长期来看，全渠道仍然是关键增长领域[2]

财务数据和关键指标变化 - 第二季度有机销售下降8%,符合预期 [14] - 毛利率下降60个基点,主要受到促销和汇率的影响 [44] - 营业利润下降25%至5.77亿美元,营业利润率从16.6%下降至13.5% [46] - 每股收益下降43%至0.88美元,主要受到税率上升的影响 [46][47] - 经营活动产生的现金流增加至9.37亿美元,主要由于存货水平改善 [48] 各条业务线数据和关键指标变化 - 护肤品业务有机销售下降10%,主要受到亚洲旅免业务和中国大陆市场的挑战 [42] - 彩妆业务有机销售下降8%,主要受到亚洲旅免业务的持续挑战 [42] - 香水业务有机销售持平,Le Labo等品牌表现强劲 [43] - 发型护理业务有机销售下降6% [43] 各个市场数据和关键指标变化 - 欧洲、中东和非洲地区有机销售下降14%,主要受到亚洲旅免业务的持续挑战 [39] - 亚太地区有机销售下降7%,主要受到中国大陆市场的持续挑战 [40] - 美洲地区有机销售下降1%,主要受到上年度MAC忠诚度计划调整的影响 [41] - 拉丁美洲地区有机销售增长双位数,几乎所有市场都实现增长 [41] 公司战略和发展方向及行业竞争 - 公司正在执行利润恢复计划,并扩大计划范围增加重组计划 [18][56][57] - 重组计划预计将产生3%-5%的净裁员,并带来3.5亿美元至5亿美元的年度税前节省 [56] - 利润恢复计划预计将带来11亿美元至14亿美元的额外营业利润,其中超过一半将在2025财年实现 [57] - 公司将加大对消费者导向领域的投资,提高敏捷性和速度以捕捉增长机会 [19][20] 管理层对经营环境和未来前景的评论 - 公司有信心在第三季度实现总体有机销售增长,并在第四季度实现加速增长 [17] - 公司有信心在下半年实现更强的盈利能力,并在2025和2026财年大幅提升盈利能力 [17][34] - 管理层对中国市场的长期机会保持乐观,将继续投资并采取措施应对市场变化 [67][68] - 管理层认为公司处于一个转折点,有望通过利润恢复计划和重组提高敏捷性和速度 [34][97][98] 问答环节重要的提问和回答 问题1 **Dara Mohsenian 提问** 询问利润恢复计划的具体措施和未来潜在的其他节省空间 [62][63] **Tracey Travis 回答** 介绍了利润恢复计划的主要措施,包括关注毛利率、存货管理、定价等,并表示会保持纪律管控以防止其他成本上升 [65][66] 问题2 **Bryan Spillane 提问** 询问未来两年的关键衡量指标和执行的线性程度 [77][78] **Fabrizio Freda 回答** 强调公司正处于转折点,将通过利润恢复计划和重组提高敏捷性和速度,并平衡投资消费者导向领域与提升盈利能力 [80][81][82][83][84][85][86][87][88][89][90] 问题3 **Oliver Chen 提问** 询问公司在敏捷性、直接面向消费者和数字化方面的重点 [94][95] **Tracey Travis 和 Fabrizio Freda 回答** 介绍了公司在提高资源调配敏捷性、反应市场趋势敏捷性、优化渠道组合等方面的举措 [98][99][100][101][102][103][104]

The Estee Lauder Companies Inc. (EL) reported second-quarter fiscal 2024 results, with the top and the bottom line declining year over year. Quarterly net sales and earnings surpassed the Zacks Consensus Estimate.Quarterly results were hurt by softness in the Asia travel retail and the prestige beauty across mainland China. Also, disruptions in Israel and other parts of the Middle East remained a concern. Taking into account global macroeconomic volatility, management narrowed its fiscal 2024 net sales rang ...

Proactive团队 - Josh Lamb于2022年毕业于肯特大学历史专业，后加入Proactive担任英国编辑团队的记者[1] - Proactive的新闻团队遍布全球主要金融和投资中心，设有办事处和工作室[2] Proactive专注领域 - Proactive专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事，旨在激发和吸引有动力的个人投资者[3] Proactive报道范围 - Proactive团队提供市场上跨领域的新闻和独特见解，包括生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术[4]

雅诗兰黛裁员计划 - 雅诗兰黛计划裁员全球工作人员3%至5%以提高利润率[1] - 雅诗兰黛全球员工人数约为62,000人[7] 高端奢侈品市场 - 中国市场的高端奢侈品需求疲软，导致雅诗兰黛股价上涨14%[1] 亚太地区销售情况 - 亚太地区有机净销售额下降7%，整体利润率下降60个基点[4] 财务展望 - 雅诗兰黛预计在2025年和2026年的财政年度从这些努力中获得11亿至14亿美元的增量营业利润[5] - 雅诗兰黛将其2024年全年调整后每股盈利预测下调至2.08至2.23美元，较之前的2.17至2.42美元有所降低[8] 股价表现 - 公司股价目前为159.75美元，远低于2022年1月的374.20美元的历史最高纪录[6]

雅诗兰黛公司裁员计划 - 雅诗兰黛公司宣布裁员5%的全球员工[1] - 雅诗兰黛公司预计裁员将影响多达3000个职位[1] - 雅诗兰黛公司计划进行重组和裁员，以简化和加速流程[2] 雅诗兰黛公司财务情况 - 雅诗兰黛公司预计将为化妆品公司带来每年3.5亿至5亿美元的税前毛利节省[3] - 雅诗兰黛公司的利润恢复计划预计将带来11亿至14亿美元的额外营运利润收益[7] - 雅诗兰黛公司在第二季度的净销售额为42.8亿美元，净收益为3.13亿美元[5] 雅诗兰黛公司未来发展 - 雅诗兰黛公司将加大对品牌的投资以支持未来增长机会[8]

For the quarter ended December 2023, Estee Lauder (EL) reported revenue of $4.28 billion, down 7.4% over the same period last year. EPS came in at $0.88, compared to $1.54 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $4.19 billion, representing a surprise of +2.10%. The company delivered an EPS surprise of +60.00%, with the consensus EPS estimate being $0.55.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Estee Lauder (NYSE:EL) announced this morning, in conjunction with its quarterly results, that it would be laying off between 3% and 5% of its staff in order to reduce its expenses. Along with the Estee Lauder layoffs, the firm provided much weaker-than-expected guidance for its current quarter and its current fiscal year. However, the firm’s quarterly results came in well above analysts’ average estimates.EL stock is climbing sharply on the news. More About the Estee Lauder LayoffsEL will eliminate up to 3 ...

The Estée Lauder Companies (including brands like Clinique, Bobbi Brown, Too Faced and Estée Lauder itself), announced its Q2 2024 financial results on February 5th.The none-too-pretty results included some grim sales figures and disappointing EPS for investors – but also hinted at a much more bare-bones rest of 2024, which may include yet more of the layoffs several companies have posted recently. A disappointing make-upCopy link to sectionThe company had a disappointing second quarter, with net sales of ...