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雅诗兰黛Estee Lauder (EL)2025财年第三季度财报电话会议纪要「NYSE」(英文版)(22页).pdf

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1、 Corrected Transcript 1-877-FACTSET Total Pages:22 Copyright 2001-2025 FactSet CallStreet,LLC 01-May-2025 The Este Lauder Companies,Inc.(EL)Q3 2025 Earnings Call The Este Lauder Companies,Inc.(EL)Q3 2025 Earnings Call Corrected Transcript 01-May-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 Steve Powers Analyst,Deutsche Bank Securities,Inc.Bonnie Herzog Analyst,Goldman Sachs&Co.LLC Lauren R.Lieberman Analyst,Barclays Capital,Inc.Filippo Falorni Analyst,Citigroup Global Markets,Inc.Peter Grom Analyst,UBS Securities LLC Dara Mohs

4、enian Analyst,Morgan Stanley&Co.LLC Bryan D.Spillane Analyst,BofA Securities,Inc.MANAGEMENT DISCUSSION SECTION Operator:Good day,everyone and welcome to The Este Lauder Companies Fiscal 2025 Third Quarter Conference Call.Todays webcast is being recorded.For opening remarks and introductions,I would

5、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 la Faverie,President and Chief Executive Officer;a

6、nd 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 could cause actual results to differ materially from

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根据报告的内容,以下是全文主要内容的简明扼要概括: 1. 第三季度有机销售额下降9%,符合预期。除旅游零售外,业务有机下降3%,较第二季度有所改善。旅游零售有机下降28%,占业务比重降至中低两位数。 2. 每股摊薄后收益下降33%,好于预期,显示费用管理严格。毛利率扩大310个基点至73.5%,连续四个季度改善。营业利润下降27%,营业利润率下降270个基点至11.4%。 3. 在美国、中国和日本等关键市场取得份额增长。在中国,连续四个季度取得份额增长。在美国,连续11个月取得份额增长。 4. 继续推进“美丽重塑”战略,包括加速最佳消费者覆盖、创新、增加面向消费者的投资、提高效率、重新构想工作方式等五大行动计划。 5. 预计第四季度旅游零售业务压力更大,有机销售额下降8-9%。预计全年有机销售额下降9-8%,毛利率约73.5%,有效税率38%,每股收益1.30-1.55美元。
Estée Lauder第三季度业绩如何? Estée Lauder如何应对当前经济形势? Estée Lauder未来发展战略是什么?
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