EssilorLuxottica Société anonyme (EL) Earnings Call Transcripts

EssilorLuxottica Société anonyme's Latest Earnings Call - June 2, 2026

In the fiscal Q4 2026 earnings call for The Estée Lauder Companies Inc., management reported a revenue of $12.4 billion, exceeding expectations and reflecting a 3% year-over-year growth. Earnings per share (EPS) came in at $2.15, beating estimates by $0.12. Management confirmed guidance for fiscal year 2027, projecting net sales growth of 3% to 5%, signaling continued momentum despite market challenges. The company is focused on operational transformation and brand portfolio optimization as key drivers for future growth.

Reported metrics

Guidance from management

Management maintained guidance for fiscal year 2027, projecting net sales growth of 3% to 5%, with a focus on operational improvements and market share gains.

What management said

And you see this is why this agility that we've built in the supply chain allows us in this moment in time of high volatility and disruption even with the Middle East to just be able to yet still confirm our guidance because obviously, we are mitigating the impact. And in this moment in time, the impact from the Middle East has been minimal for us because of how we've been using the agility and the speed of our value...

It's very interesting how AI for the time being is seeing -- we're seeing a lot of benefit in the value chain and in R&D. about like the ability to just be much more resilient, much faster and agile on how to bring and to scale our innovation. And I think it's only the beginning. We'll see a lot more benefits from what AI can just bring even on consumer-facing optimization going forward.

What analysts pressed on

Analysts expressed concerns about the competitive landscape in China, particularly regarding the rise of local indie brands. There were also questions about the sustainability of the recent growth momentum and how it translates to long-term value share growth.

Main topics on the call

• Revenue Growth Confirmation — Management confirmed a revenue growth of 3% for the fiscal year 2026, stating, 'we will be in position to deliver the 3% growth for the year.' This growth is attributed to strong performance in emerging markets and onlin...
• M&A Strategy — CEO Stephane de la Faverie emphasized that the company is 'absolutely' confident in its current brand portfolio while remaining open to M&A opportunities that are 'accretive from a growth standpoint.' This indicates a st...
• Innovation Acceleration — The company reported that approximately 25% of sales will come from innovation, with a goal to triple the number of innovations launched within a year. De la Faverie noted, 'we are making a lot of progress' in this area.
• Supply Chain Agility — Management highlighted improvements in supply chain operations, stating that over 60% of finished goods are produced in the regions where they are sold. This regionalization strategy has mitigated over 60% of tariff expo...

Read the full EssilorLuxottica Société anonyme transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 104 EssilorLuxottica Société anonyme earnings call transcripts on record, spanning February 6, 2020 to July 28, 2026. Based on this history, EssilorLuxottica Société anonyme reports quarterly. The most recent call on file is dated July 28, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EL

Exchange

ENXTPA

Country

FR

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

104

First call

February 6, 2020

Most recent

July 28, 2026

Reporting cadence

quarterly