Beauty products company Estée Lauder (NYSE:EL) will be announcing earnings results this Thursday before the bell. Here’s what to expect.
Estée Lauder met analysts’ revenue expectations last quarter, reporting revenues of $3.41 billion, down 11.9% year on year. It was a mixed quarter for the company, with a solid beat of analysts’ EBITDA estimates but full-year EPS guidance missing analysts’ expectations.
Is Estée Lauder a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Estée Lauder’s revenue to be flat year on year at $3.38 billion, improving from the 4.5% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.17 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Estée Lauder has missed Wall Street’s revenue estimates three times over the last two years.
Looking at Estée Lauder’s peers in the consumer staples segment, some have already reported their Q3 results, giving us a hint as to what we can expect. USANA delivered year-on-year revenue growth of 6.7%, meeting analysts’ expectations, and Lamb Weston reported flat revenue, topping estimates by 2.6%. USANA traded down 1.5% following the results while Lamb Weston was up 11.4%.
Read our full analysis of USANA’s results here and Lamb Weston’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the consumer staples stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3% on average over the last month. Estée Lauder is up 10.9% during the same time and is heading into earnings with an average analyst price target of $96.17 (compared to the current share price of $98.83).
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