Earnings summaries and quarterly performance for ESTEE LAUDER COMPANIES.
Executive leadership at ESTEE LAUDER COMPANIES.
Board of directors at ESTEE LAUDER COMPANIES.
Annabelle Yu Long
Director
Arturo Nuñez
Director
Barry Sternlicht
Director
Charlene Barshefsky
Director
Dana Strong
Director
Eric Zinterhofer
Director
Gary Lauder
Director
Jane Lauder
Director
Jennifer Hyman
Director
Jennifer Tejada
Director
Paul Fribourg
Director
Richard Zannino
Lead Independent Director
William Lauder
Chair of the Board
Research analysts who have asked questions during ESTEE LAUDER COMPANIES earnings calls.
Dara Mohsenian
Morgan Stanley
7 questions for EL
Lauren Lieberman
Barclays
7 questions for EL
Bonnie Herzog
Goldman Sachs
5 questions for EL
Bryan Spillane
Bank of America
4 questions for EL
Filippo Falorni
Citigroup Inc.
4 questions for EL
Peter Grom
UBS Group
3 questions for EL
Christopher Michael Carey
Wells Fargo Securities
2 questions for EL
Olivia Tong Cheang
Raymond James Financial, Inc.
2 questions for EL
Peter K. Grom
UBS Investment Bank
2 questions for EL
Rupesh Parikh
Oppenheimer & Co. Inc.
2 questions for EL
Stephen Robert Powers
Deutsche Bank
2 questions for EL
Stephen Robert R. Powers
Deutsche Bank AG
2 questions for EL
Andrea Teixeira
JPMorgan Chase & Co.
1 question for EL
Ashley Wallace
Bank of America Merrill Lynch
1 question for EL
Christopher Carey
Wells Fargo & Company
1 question for EL
Dana Telsey
Telsey Advisory Group
1 question for EL
Oliver Chen
TD Cowen
1 question for EL
Stephen Powers
Deutsche Bank
1 question for EL
Steve Powers
Deutsche Bank
1 question for EL
Recent press releases and 8-K filings for EL.
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Operational transformation: Over 70% of the executive team is new or in new roles— including CDMO Aude Gandon and Chief Research & Innovation Officer Renée Lammers—and a revamped enterprise-wide reward system now ties all incentives to overall company performance, driving faster decision-making and agility.
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Digital and channel expansion: The company has launched 11 brands on Amazon across the U.S., U.K., Mexico and Japan, partnered with TikTok Shop to boost traffic to Amazon and freestanding stores, and teamed up with Shopify to scale global DTC during peak periods.
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Market share momentum: In the U.S., Estée Lauder stabilized market-share losses and achieved unit market-share gains in skincare and hair, with The Ordinary posting double-digit growth; in China, the focus is on sustaining mid-single-digit market expansion through targeted innovation and inventory optimization.
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Emerging markets & Western Europe focus: Emerging-market sales grew double-digit last quarter—led by Mexico and India—with a push to raise penetration from ~10% to mid-teens; in the U.K., Clinique’s Black Honey lipstick became the #1 prestige lipstick on Amazon within four weeks of launch.
- Estée Lauder’s Beauty Reimagined program is driving progress across its first three pillars—consumer coverage, innovation and consumer-facing investment—with expanded presence on Amazon, Shopee, TikTok Shop and pharmacy, and strong new product launches such as Double Wear Concealer and innovations at The Ordinary.
- The company has overhauled its digital and marketing approach under its new Chief Digital and Marketing Officer, shifting spend toward brand building, leveraging data and AI for true personalization, lowering acquisition costs and partnering with Shopify to merge content and commerce.
- A major organizational transformation has been implemented: 70% of the executive team is new or in new roles, VP-and-above layers have been cut by 20%, and a revised incentive plan now ties rewards to enterprise performance—resulting in faster decision-making and greater resource agility.
- Channel and geographic momentum is building: the U.S. has stabilized share and achieved unit share gains in skincare, hair and makeup; China delivered double-digit growth and further share gains during 11.11 after three quarters of recovery; and emerging markets grew double-digit led by Mexico and India.
- Estée Lauder’s Beauty Reimagined program shows momentum across five pillars, notably expanding consumer coverage via Amazon (11 US brands; launched in UK, Mexico, Japan), TikTok Shop, Shopee and pharmacy channels.
- Innovation is accelerating, targeting >25% of sales from new products, with Double Wear Concealer named a top US makeup launch and The Ordinary delivering double-digit growth.
- Operational transformation advances with 4,000 of 5,800–7,000 headcount reductions executed, 70% of the executive team renewed, and new Shopify and BPO partnerships to streamline enterprise services.
- Direct-to-consumer and omnichannel efforts drove unit share gains in US skincare and hair, and outpaced Adobe’s 9% digital growth benchmark over the Black Friday–Cyber Monday period.
- In China, the company achieved three consecutive quarters of market-share growth and double-digit sales lift during 11.11 (Oct 1–Nov 23), though the broader market is settling into high single-digit growth.
- Estée Lauder has initiated its Profit Recovery and Growth Plan, incurring approximately $1.14 billion in restructuring costs and planning up to 7,000 job cuts since November 2023 to streamline operations.
- Of the total charges, $285 million were spent on employee severance and contract terminations between late October and late November 2023.
- The restructuring aims to restore profit margins by fiscal 2025 and 2026 through consolidating service providers, standardizing processes, and leveraging technology, with completion expected by fiscal 2027.
- Shares rose 4% following the announcement, reflecting a positive market response to the plan.
- 11,301,323 Class A common shares (par value $0.01) to be sold by existing shareholders; Estée Lauder Companies will not sell shares or receive proceeds.
- Proceeds from the sale will go entirely to the selling shareholders, including coverage of certain estate‐related expenses for Leonard A. Lauder.
- After the offering, the Lauder family is expected to hold 82% of the company’s voting power, directly or indirectly.
- The shares are being registered on a Form S-3 shelf and J.P. Morgan Securities LLC is the sole bookrunner for the transaction.
- Estée Lauder Companies announces that selling shareholder Leonard A. Lauder will sell 11,301,323 Class A common shares, with all proceeds to the seller and no shares sold by the company.
- Upon completion, the Lauder family is expected to beneficially own approximately 82% of the company’s outstanding common stock.
- The offering is underwritten solely by J.P. Morgan Securities LLC, with the underwriters and LAL Family Partners, L.P. agreeing to a 90-day lock-up period.
- Shares are registered under an effective S-3 shelf registration statement; prospectuses are available free on the SEC website or via J.P. Morgan Securities LLC.
- A selling shareholder affiliated with Leonard A. Lauder’s grandchild has registered 11,301,323 Class A common shares for a secondary public offering; the company will not issue new shares or receive any proceeds.
- Proceeds from the sale will go exclusively to the selling shareholder to fund estate settlement, taxes, selling expenses and management fees.
- Based on the October 23, 2025 record date, the Lauder family will retain 82% of voting power following the offering; the selling shareholder and LAL Family Partners, L.P. are subject to a 90-day lock-up agreement.
- The company filed a Form S-3 registration statement with the SEC, with J.P. Morgan Securities LLC acting as sole underwriter.
- Trusts related to a descendant of Leonard A. Lauder plan to sell 11,301,323 Class A common shares in a registered secondary offering; the company will not receive any proceeds.
- Selling shareholders will use proceeds to satisfy estate settlement obligations, including estate taxes, debts, and administrative expenses.
- After the offering, the Lauder family will directly or indirectly retain 82% of the voting power of outstanding common shares.
- J.P. Morgan Securities LLC is the sole underwriter, and selling shareholders are subject to a 90-day lock-up agreement.
- 11,301,323 Class A shares to be sold by trusts affiliated with Leonard A. Lauder’s descendants in a planned public offering.
- The company will not sell any shares and will not receive proceeds; all proceeds go to the selling shareholders.
- Proceeds will be used to settle the Lauder estate’s obligations, including taxes, debts and administrative expenses.
- After the offering, the Lauder family is expected to hold 82% of voting power based on shares outstanding as of October 23, 2025.
- J.P. Morgan Securities LLC serves as the sole book-running manager for the transaction.
- 11,301,323 Category A ordinary shares to be sold by trusts affiliated with Leonard A. Lauder’s descendants in a registered public offering; the company will not sell shares or receive proceeds.
- Selling shareholders to receive all proceeds to fund estate obligations, including taxes, debts and administration costs.
- Post-offering, Lauder family expected to retain 82 % of voting power based on shares outstanding as of October 23, 2025.
- J.P. Morgan Securities LLC named as sole underwriter for the transaction.
Quarterly earnings call transcripts for ESTEE LAUDER COMPANIES.
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