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Estee Lauder | 10-K: FY2024 Annual Report

Estee Lauder | 10-K: FY2024 Annual Report

雅詩蘭黛 | 10-K：2024財年年報
美股SEC公告 ·  2024/08/20 01:02

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Estee Lauder reported fiscal 2024 net sales of $15.6 billion, down 2% from the prior year, with net earnings declining 61% to $390 million. The decline was primarily driven by lower skin care sales, which decreased 4% to $7.9 billion due to weakness in mainland China and Asia travel retail. Operating income fell 36% to $970 million, with operating margin contracting to 6.2% from 9.5%.The company recorded impairment charges of $471 million, including a $291 million goodwill impairment and $180 million trademark impairment related to Dr.Jart+, reflecting lower-than-expected growth and strategic shifts. By region, net sales in Asia/Pacific decreased 6% to $4.9 billion, while Europe, Middle East & Africa declined slightly to $6.1 billion. The Americas saw a slight increase to $4.6 billion.To improve profitability, the company launched a Profit Recovery and Growth Plan including a restructuring program targeting $350-500 million in annual benefits. The plan involves reducing 1,800-3,000 positions globally and is expected to result in charges of $500-700 million through fiscal 2026. The company maintained its quarterly dividend of $0.66 per share while suspending share repurchases.
Estee Lauder reported fiscal 2024 net sales of $15.6 billion, down 2% from the prior year, with net earnings declining 61% to $390 million. The decline was primarily driven by lower skin care sales, which decreased 4% to $7.9 billion due to weakness in mainland China and Asia travel retail. Operating income fell 36% to $970 million, with operating margin contracting to 6.2% from 9.5%.The company recorded impairment charges of $471 million, including a $291 million goodwill impairment and $180 million trademark impairment related to Dr.Jart+, reflecting lower-than-expected growth and strategic shifts. By region, net sales in Asia/Pacific decreased 6% to $4.9 billion, while Europe, Middle East & Africa declined slightly to $6.1 billion. The Americas saw a slight increase to $4.6 billion.To improve profitability, the company launched a Profit Recovery and Growth Plan including a restructuring program targeting $350-500 million in annual benefits. The plan involves reducing 1,800-3,000 positions globally and is expected to result in charges of $500-700 million through fiscal 2026. The company maintained its quarterly dividend of $0.66 per share while suspending share repurchases.
雅詩蘭黛報告2024財政年度淨銷售額爲156億美元，比去年下降了2%，凈利潤下降61%，降至39000萬美元。下降主要是由於護膚品銷售疲軟，導致銷售額減少4%，降至79億美元，主要受到中國大陸和亞洲旅遊零售市場疲軟的影響。營業收入下降36%，降至97000萬美元，營業利潤率從9.5%收縮至6.2%。該公司記錄了47100萬美元的減值損失，其中包括29100萬美元的商譽減值和18000萬美元與Dr.Jart+相關的商標減值，反映了低於預期的增長和戰略調整。從地域板塊來看，亞太地區的淨銷售額下降6%，降至49億美元，而歐洲、中東及非洲輕微下降至61億美元。美洲的銷售額略微增長至46億美元。爲了提高...展開全部
雅詩蘭黛報告2024財政年度淨銷售額爲156億美元，比去年下降了2%，凈利潤下降61%，降至39000萬美元。下降主要是由於護膚品銷售疲軟，導致銷售額減少4%，降至79億美元，主要受到中國大陸和亞洲旅遊零售市場疲軟的影響。營業收入下降36%，降至97000萬美元，營業利潤率從9.5%收縮至6.2%。該公司記錄了47100萬美元的減值損失，其中包括29100萬美元的商譽減值和18000萬美元與Dr.Jart+相關的商標減值，反映了低於預期的增長和戰略調整。從地域板塊來看，亞太地區的淨銷售額下降6%，降至49億美元，而歐洲、中東及非洲輕微下降至61億美元。美洲的銷售額略微增長至46億美元。爲了提高盈利能力，公司推出了一項盈利恢復和增長計劃，包括一項重組方案，目標是實現每年35000-50000萬美元的效益。該計劃涉及在全球範圍內削減1800-3000個職位，預計到2026財政年度將導致50000-70000萬美元的費用。該公司維持每股0.66美元的季度股息，同時暫停股票回購。

該公告為獨立文件：

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