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Lauren Rae Lieberman

Managing Director and Senior Equity Analyst at Barclays

Lauren Rae Lieberman is a Managing Director and Senior Equity Analyst at Barclays, specializing in U.S. Cosmetics, Household & Personal Care, and Beverages sectors. She covers major companies including Procter & Gamble, Kimberly-Clark, Clorox, Estée Lauder, and PepsiCo, with a demonstrated track record that includes a 52% success rate and a +1.7% average return per rating, earning her repeated top rankings in Institutional Investor’s All-America Research Team survey. Lieberman began her career at Credit Suisse, moved to Lehman Brothers until 2008, and has been with Barclays for over 15 years. She holds a B.A. from Dartmouth College, an M.B.A. from the Wharton School at the University of Pennsylvania, and maintains active securities licenses across 53 states with no disclosures.

Lauren Rae Lieberman's questions to ESTEE LAUDER COMPANIES (EL) leadership

Question · Q1 2026

Lauren Rae Lieberman asked about the company's volume trends versus price mix, and the strategic importance of driving unit volume growth as part of the overall business algorithm.

Answer

President and CEO Stéphane de La Faverie explained that significant unit share gains in the U.S. were driven by strategic price adjustments on new launches and a focus on bringing new consumers to the brands, especially at the entry level of prestige beauty. Executive Vice President and CFO Akhil Shrivastava added that with 3% organic sales growth and sub-2% pricing, the company expects unit growth, confirming a return to unit growth this quarter.

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Question · Q1 2026

Lauren Rae Lieberman inquired about the company's volume trends versus price mix, specifically asking for management's perspective on the importance of driving volume over time as part of their growth algorithm, given recent distribution gains and comparisons.

Answer

President and CEO Stéphane de La Faverie highlighted significant unit share gains in the U.S., driven by strategic price adjustments on new launches (e.g., M.A.C's Still Fix, Clinique in the U.K.) and increased demand at the entry of prestige beauty (The Ordinary, M.A.C rebound). He also noted strong unit growth in the perfume category due to innovation and smaller sizing. EVP and CFO Akhil Shrivastava confirmed the strategy to win more consumers and drive unit growth, stating that with 3% organic sales growth and sub-2% pricing, they expect unit growth, and confirmed a return to unit growth this quarter.

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