Estee Lauder Companies Inc. Shipping and Handling — SG&A remained flat by 0.0% to $182.25M in Q2 2025 compared to the prior quarter. Year-over-year, this metric declined by 8.0%, from $198.00M to $182.25M. Over 4 years (FY 2021 to FY 2025), Shipping and Handling — SG&A shows relatively stable performance with a 1.8% CAGR. This is a positive signal — lower values indicate better performance for this metric.
A decrease in these costs relative to revenue may indicate improved logistics efficiency or economies of scale, while an increase could signal rising freight rates, higher fulfillment complexity, or operational inefficiencies.
This metric represents the portion of selling, general, and administrative expenses specifically allocated to the shippi...
Peers in the consumer goods and prestige beauty sectors typically report these costs within their broader supply chain or distribution expense categories, often benchmarking them against total net sales to determine fulfillment margin impact.
el_segment_shipping_and_handling_selling_general_and_administrative| FY'21 | FY'22 | FY'23 | FY'24 | FY'25 | |
|---|---|---|---|---|---|
| Value | $680.00M | $860.00M | $838.00M | $792.00M | $729.00M |
| YoY Change | — | +26.5% | -2.6% | -5.5% | -8.0% |