Estee Lauder(EL.US)2025財年淨銷售額跌8% 批准裁員約3,200人
美國化妝品牌雅詩蘭黛(Estee Lauder)(EL.US)公布6月底止2025財年業績,淨銷售額143.26億美元,按年跌8%。毛利率74.0%,按年擴大2.3個百分點。經營虧損7.85億美元,對上財年錄經營溢利9.7億美元;Non-GAAP經調整經營溢利11.46億美元,跌28%。調整後每股淨收益1.51美元,按年跌42%。總裁兼首席執行官Stephane de La Faverie表示,儘管外部環境波動,公司對2026財年有機銷售增長及逐步重建雙位數經營利潤率充滿信心。
展望明年6月底止2026財年,公司預期每股經調整純利介乎1.9至2.1美元,遜市場預期的每股2.2美元。
受累中國市場及免稅銷售仍疲弱,公司提及,已批准早前披露的重組計劃,涉及裁減約3,200名員工,並或進一步裁員約2,600人至3,800人,預期重組及其他開支料介乎12億至16億美元。總裁員人數相當於公司員工總數的12%。~
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