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Estee Lauder | 10-Q: Q1 2025 Earnings Report

Estee Lauder | 10-Q: Q1 2025 Earnings Report

雅诗兰黛 | 10-Q：2025财年一季报
美股SEC公告 ·  2024/11/01 00:06

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Estee Lauder reported a net loss of $156 million for Q1 FY2024, compared to a profit of $31 million in the prior year period. Net sales declined 4% to $3.36 billion, primarily due to weakness in skin care segment and challenging retail environment in China. The company recorded $106 million in restructuring charges and a $159 million charge for talcum litigation settlements.The company's performance was significantly impacted by continued softness in Asia travel retail and mainland China, where worsened consumer sentiment led to lower replenishment orders. Skin care sales dropped 7% to $1.53 billion, while makeup sales decreased 2% to $1.04 billion. Operating margin declined to -3.6% from 2.8% last year, reflecting lower sales and higher operating expenses.As part of its Profit Recovery and Growth Plan, Estee Lauder announced a two-year restructuring program targeting 1,800-3,000 position reductions globally. The program is expected to yield annual benefits of $350-500 million before taxes. The company maintained its quarterly dividend at $0.66 per share while suspending share repurchases to preserve financial flexibility amid market uncertainties.
Estee Lauder reported a net loss of $156 million for Q1 FY2024, compared to a profit of $31 million in the prior year period. Net sales declined 4% to $3.36 billion, primarily due to weakness in skin care segment and challenging retail environment in China. The company recorded $106 million in restructuring charges and a $159 million charge for talcum litigation settlements.The company's performance was significantly impacted by continued softness in Asia travel retail and mainland China, where worsened consumer sentiment led to lower replenishment orders. Skin care sales dropped 7% to $1.53 billion, while makeup sales decreased 2% to $1.04 billion. Operating margin declined to -3.6% from 2.8% last year, reflecting lower sales and higher operating expenses.As part of its Profit Recovery and Growth Plan, Estee Lauder announced a two-year restructuring program targeting 1,800-3,000 position reductions globally. The program is expected to yield annual benefits of $350-500 million before taxes. The company maintained its quarterly dividend at $0.66 per share while suspending share repurchases to preserve financial flexibility amid market uncertainties.
雅诗兰黛报告称，2024财年的第一季度净亏损为15600万美元，而上一年同期的利润为3100万美元。净销售额下降了4%，降至33.6亿美元，主要由于护肤品领域的疲软以及中国零售环境的挑战。公司计入了10600万美元的重组费用和15900万美元的爽身粉诉讼和解费用。公司业绩受到亚洲旅行零售和中国大陆持续疲软的显著影响，消费者情绪恶化导致补货订单减少。护肤品销售额下降7%，降至15.3亿美元，而化妆品销售额下降2%，降至10.4亿美元。营业利润率从去年的2.8%下降至-3.6%，反映出销售下降和营业费用增加。作为其利润恢复和增长计划的一部分，雅诗兰黛宣布了一项为期两年的重组计划，目标是在全球范围内削减1800至3000个职位。该计划预计在税前每年将产生35000至50000万美元的收益。公司保持每股0.66美元的季度股息，同时暂停股票回购，以保持在市场不确定性下的财务灵活性。
雅诗兰黛报告称，2024财年的第一季度净亏损为15600万美元，而上一年同期的利润为3100万美元。净销售额下降了4%，降至33.6亿美元，主要由于护肤品领域的疲软以及中国零售环境的挑战。公司计入了10600万美元的重组费用和15900万美元的爽身粉诉讼和解费用。公司业绩受到亚洲旅行零售和中国大陆持续疲软的显著影响，消费者情绪恶化导致补货订单减少。护肤品销售额下降7%，降至15.3亿美元，而化妆品销售额下降2%，降至10.4亿美元。营业利润率从去年的2.8%下降至-3.6%，反映出销售下降和营业费用增加。作为其利润恢复和增长计划的一部分，雅诗兰黛宣布了一项为期两年的重组计划，目标是在全球范围内削减1800至3000个职位。该计划预计在税前每年将产生35000至50000万美元的收益。公司保持每股0.66美元的季度股息，同时暂停股票回购，以保持在市场不确定性下的财务灵活性。
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