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SHOCKER! Estee Lauder’s Stock DIPS Despite Big Earnings Surprise!
Beauty Giant’s Q3 Performance Leaves Wall Street GASPING!
In an unbelievable twist, shares of The Estée Lauder Companies Inc. (NYSE: EL) plunged over 2% on Thursday! Why? Because the beauty titan revealed its Q3 2025 earnings—and they’re both surprising and alarming!
Mind-Blowing Q3 Numbers: Beauty’s Double-Edged Sword!
Yes, it’s true! Estee Lauder’s sales and earnings took a tumble year-over-year, but wait for the bombshell: they actually outperformed analysts’ expectations! The beauty mogul raked in net sales of $3.55 billion—a 10% drop—but analysts were bracing for only $3.52 billion. Talk about a nail-biter! Organic sales? They were down 9%, but the adjusted earnings per share (EPS) took the cake: it plummeted 52% to $0.44! However, it smashed projections of just $0.30. Defying odds has never looked so dramatic!
Segment Breakdown: A Series of Unfortunate Sales!
But hold onto your makeup brushes! Estee Lauder witnessed a sales slide across ALL segments and regions. The biggest heartbreak? Skin Care and Hair Care fell a staggering 12% YoY! The Asia travel retail scene has been a disaster zone, while consumer confidence in China has tanked!
North America isn’t safe, either—organic sales dipped 5% due to retail challenges and jittery consumers. And Europe, the Middle East, and Africa saw a shocking 16% drop! A double-digit decline in global travel sales is sending shockwaves through the brand, primarily driven by struggles in the UK!
Doomsday Outlook: More Declines on the Horizon!
Buckle up, folks! Estee Lauder forecasts an even steeper double-digit sales decline in its travel retail business for Q4 2025. The brand is bracing for weak consumer sentiment and shifts to more profitable duty-free models in Korea and China. A staggering high-single-digit organic sales drop in Asia/Pacific for fiscal 2025 is ALSO in the cards!
Expect the full year 2025 net sales to fall 8-9%, and brace for a GAAP loss of $1.61-1.89 per share! Adjusted EPS? Set for a jaw-dropping 40-50% crash YoY!
The Beauty World is SHAKING! Are you ready for the fallout?
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