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The Estée Lauder Companies (EL) investor relations material
The Estée Lauder Companies Morgan Stanley Global Consumer & Retail Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Global Consumer & Retail Conference 2025 summary2 Dec, 2025
Progress on strategic pillars
Significant momentum in consumer coverage, innovation, and increased investment in consumer-facing activities, with rapid expansion across Amazon, Shopee, TikTok Shop, and pharmacy channels globally.
Innovation now represents over 25% of sales, with notable product launches and a focus on accelerating new product development across all categories.
Workforce restructuring underway, with over 4,000 positions eliminated and ongoing efforts in outsourcing and procurement to support profit recovery and growth.
Cultural transformation is ongoing, with a focus on agility, accountability, and evolving leadership to support long-term growth.
Board and executive team refreshed, with over 70% of the executive team new or in new roles, and new board members added to enhance expertise.
Marketing and digital transformation
Media investment is shifting toward brand building and awareness, with a focus on increasing ROI and lowering acquisition costs through data-driven strategies.
Personalization is a key priority, leveraging AI and data to deliver tailored content and improve consumer engagement across platforms.
Content strategy is being overhauled to create thousands of campaign versions for different platforms, ensuring every piece of content is shoppable.
Partnerships with agencies are being refocused on brand relevance and delivering the right content in the right place.
Integration with Shopify and other tech partners is enhancing direct-to-consumer capabilities and omnichannel experiences.
Channel and ecosystem development
Social selling and emerging channels like TikTok Shop and Douyin are driving new customer acquisition and complementing traditional retail.
Ecosystem approach is yielding results, with cross-channel synergies boosting traffic and sales across Amazon, freestanding stores, and department stores.
U.S. market is showing signs of turnaround, with unit market share gains in key categories and strong performance in direct-to-consumer channels.
China has delivered three consecutive quarters of market share gains, with strong brand momentum and innovation tailored for the local market.
Western Europe and the U.K. remain challenging, but new channel launches and emerging market investments are driving growth in regions like Mexico and India.
Impact of new reward system on agility
How AI will transform personalization efforts
US vs China social commerce ecosystem differences
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Next The Estée Lauder Companies earnings date
Q2 20265 Feb, 2026
Next The Estée Lauder Companies earnings date
Q2 20265 Feb, 2026
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Estée Lauder: The Beauty of Strategic Acquisitions
In the competitive and ever-evolving world of beauty and cosmetics, The Estée Lauder Companies has emerged as a global powerhouse, known for its diverse portfolio of prestige brands.
Frequently asked questions
A diverse portfolio cosmetics company
Estée Lauder employs over 60,000 people and is one of the global leaders in prestige beauty, next to its French rival L’Oréal. They have a diverse portfolio of brands within four main product categories; prestige makeup, skincare, fragrance, and hair care products.
Estée Lauder’s products are sold in roughly 150 countries and territories worldwide.
Female entrepreneurship in mid-century times
Estée Lauder founded the company that bears her name in 1946. With four skin care products and a simple premise that every woman can be beautiful. She pushed the boundaries, changed the cosmetics industry's face, and was the perfect saleswoman and marketer ahead of her time in understanding the needs and wants of the target group—simply because she was a part of it.
Throughout the 1960s, things really started to gain traction. Estée Lauder expanded by constructing three new manufacturing facilities, expanded overseas, and launched two major brands: Aramis—the men's fragrance brand, and Clinique—one of the most successful cosmetic brands in history.
Estée Lauder continued its innovations, and Mrs. Lauder was in 1989 added to the Wall Street Journal’s list of the most important business influencers of the century—among pioneers like Rockefeller, Ford, and Disney.
The Lauder family is still in the business
The Lauder family is, without a doubt, a business-experienced family. Today, seventy years since Estée planted the seeds of this remarkable business, the second and third-generation members of the Lauder family are still an integral part of leading the company.
The Estée Lauder Finances
Estée Lauder has increased its revenue and EBIT in the last two decades by more than 270 percent and 830 percent, respectively. And the average ROIC for the past ten years has been just above 20 percent.
Further reading: Estée Lauder: The Beauty of Strategic Acquisitions
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