Estee Lauder Cos., Inc. (NYSE: EL) reported Q3 EPS of $0.64, $0.09 better than the analyst estimate of $0.55. Revenue for the quarter came in at $2.55 billion versus the consensus estimate of $2.49 billion.

The change in net sales and operating income for the quarter was favorably impacted by the prior year shift in orders from certain retailers, due to the Company’s implementation of SAP, as previously mentioned, in the following product categories:

• Net sales: Skin care, approximately $48 million; makeup, approximately $32 million; fragrance, approximately $10 million; and hair care, approximately $4 million.
• Operating income: Skin care, approximately $40 million; makeup, approximately $26 million; fragrance, approximately $9 million; and hair care, approximately $3 million.

Excluding the impact of the shift in orders:

• Reported net sales in skin care, makeup, fragrance and hair care would have increased 7%, 7%, 11% and 1%, respectively.
• Operating results in skin care, makeup, fragrance and hair care would have increased/(decreased) 3%, 12%, (100)+% and 63%, respectively.

Estee Lauder Cos., Inc. sees FY2014 EPS of $2.86-$2.90, versus the consensus of $2.87.

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