)
Company Research8 Apr 2024
Companies That Had Their IPO in 1995: The Internet Hype Ramps Up
An overview of the general market sentiment and IPO landscape during 1995 as internet and tech companies were gaining traction.
The Estée Lauder Companies (EL) investor relations material
The Estée Lauder Companies Barclays 18th Annual Global Consumer Staples Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 18th Annual Global Consumer Staples Conference 2025 summary3 Sep, 2025
Progress on strategic pillars
Significant progress made in consumer coverage, expanding brand presence on Amazon in the US, Canada, UK, Mexico, Shopee in Southeast Asia, and TikTok shops globally.
Market share gains achieved in the US and China after years of losses, with stabilization and growth in China.
Innovation pipeline is accelerating, aiming for over 25% of business from innovation this fiscal year, leveraging AI for efficiency.
Investments are more balanced across brands and regions, focusing on long-term sustainable growth and double-digit operating margins.
Major operational transformation underway, increasing organizational agility and decision-making speed.
Innovation and product development
AI-driven efficiencies have reduced product development timelines and packaging failure risks, enabling faster and higher-impact launches.
Innovation is split between breakthrough technology and on-trend products, with a focus on quality and performance.
Recent launches at more accessible price points are attracting new and lapsed consumers, with a clear strategy to target growth segments by price band.
Market and regional performance
US market remains robust, with luxury beauty seen as affordable luxury amid high interest rates.
China is stabilizing, with diversified brand portfolio and market share gains across luxury and entry prestige segments.
Emerging markets, especially India and Southeast Asia, are prioritized for growth, with tailored strategies like smaller product sizes and significant investments.
Latin America is leveraging new distribution platforms, such as MercadoLibre and Amazon, to drive growth.
How does AI accelerate product innovation?
China: How are int'l brands gaining share?
How does new P&L structure boost agility?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next The Estée Lauder Companies earnings date
Q1 202631 Oct, 2025
LIVEat 12:30
Next The Estée Lauder Companies earnings date
Q1 202631 Oct, 2025
LIVEat 12:30
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Jan 2024
World Leading Conglomerates Built on Mergers & Acquisitions
Explore an in-depth look at some of the most successful companies in M&A, delving into specific deals and providing visual insights.
)
Company Research4 Jan 2024
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
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage