Major U.S. beauty products companies like Estee Lauder and E.L.F. Beauty could be turning their attention to India amid weakness in developed markets. A new Reuters report on Thursday detailed how global brands from Estee Lauder to France's L'Oreal are ...

Shares of beauty products company Estée Lauder (NYSE:EL) fell 4.9% in the afternoon session after the company reported a sharp decline in sales for its fourth quarter and provided a weaker-than-expected forecast for the upcoming fiscal year.

Over the past five years, the stock has displayed a recurring pattern of negative one-day returns after earnings.

Beauty products company Estée Lauder (NYSE:EL) met Wall Street’s revenue expectations in Q2 CY2025, but sales fell by 11.9% year on year to $3.41 billion. Its non-GAAP profit of $0.09 per share was in line with analysts’ consensus estimates.

Estée Lauder reported double-digit declines in revenue last quarter. However, those results beat low expectations, as management touted the company's cost-cutting plan. The new CEO projects a return to growth in 2026,

The Estée Lauder Companies reported an 8% drop in net sales to US$14,326m for the fiscal full year 2025, closing out a challenging year marked by declining demand across regions and product lines, with the company’s Global Travel Retail business, particularly in Asia, experiencing strong double-digit sales declines, weighing heavily on results.

The company expects tariffs to impact profitability by $100 million, but is forecasting a return to growth next year.

The Estée Lauder Companies Inc. ( NYSE: EL) Q4 2025 Earnings Conference Call August 20, 2025 8:30 AM ET Akhil Shrivastava - Executive VP & CFO Laraine A. Mancini - Senior Vice President Finance & Strategy & Head of Investor Relations Stephane de la Faverie - CEO, President & Director

Analysts expect the New York-based company to report quarterly earnings at 9 cents per share, down from 64 cents per share in the year-ago period. Estée Lauder projects to report quarterly revenue of $3.4 billion, compared to the $3.87 billion it generated last year during the same quarter, according to data from Benzinga Pro.