雅诗兰黛Estee Lauder （EL）2025财年第四季度及全年财报电话会议纪要「NYSE」（英文版）（22页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:22 Copyright 2001-2025 FactSet CallStreet,LLC 20-Aug-2025 The Este Lauder Companies,Inc.(EL)Q4 2025 Earnings Call The Este Lauder Companies,Inc.(EL)Q4 2025 Earnings Call Corrected Transcript 20-Aug-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet CallS

2、treet,LLC CORPORATE PARTICIPANTS Laraine A.Mancini Senior Vice President-Finance and Strategy&Head-Investor Relations,The Este Lauder Companies,Inc.Stphane de la Faverie President,Chief Executive Officer&Director,The Este Lauder Companies,Inc.Akhil Shrivastava Chief Financial Officer&Executive Vice

3、President,The Este Lauder Companies,Inc.OTHER PARTICIPANTS Dara Mohsenian Analyst,Morgan Stanley&Co.LLC Steve Powers Analyst,Deutsche Bank Securities,Inc.Lauren R.Lieberman Analyst,Barclays Capital,Inc.Ashley Wallace Analyst,Bank of America Rupesh Parikh Analyst,Oppenheimer&Co.,Inc.Chris Carey Analy

4、st,Wells Fargo Securities LLC Peter Grom Analyst,UBS Securities LLC Andrea Teixeira Analyst,JPMorgan Securities LLC .MANAGEMENT DISCUSSION SECTION Operator:Good day,everyone,and welcome to The Este Lauder Companies Fiscal 2025 Fourth Quarter and Full Year Conference Call.Todays webcast is being reco

5、rded.For opening remarks and introductions,I would like to turn the call over to the Senior Vice President of Investor Relations,Ms.Rainey Mancini.Laraine A.Mancini Senior Vice President-Finance and Strategy&Head-Investor Relations,The Este Lauder Companies,Inc.Hello.On todays webcast are Stphane de

6、 la Faverie,President and Chief Executive Officer;and Akhil Shrivastava,Executive Vice President and Chief Financial Officer.Since many of our remarks today contain forward-looking statements,let me refer you to our press release and our reports filed with the SEC,where you will find factors that co