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The Estée Lauder Companies (EL) investor relations material
The Estée Lauder Companies Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for November 17, 2026, with virtual attendance available for shareholders.
Shareholders are encouraged to review proxy materials and vote by November 16, 2026.
Voting matters and shareholder proposals
Election of five Class III director nominees: Stéphane de La Faverie, Jean-Frédéric Dufour, Gary M. Lauder, Jane Lauder, and Matthew E. Rubel, all recommended by the board.
Ratification of PricewaterhouseCoopers LLP as independent auditors for the 2027 fiscal year.
Advisory vote to approve executive compensation, with board recommendation in favor.
Stockholder proposal requesting additional reporting on plastic packaging, with board recommending a vote against.
Board of directors and corporate governance
Board recommends all five director nominees for election to Class III positions.
- Proxy covers director elections, auditor ratification, executive pay, and a plastic packaging proposal.EL
Proxy filing - Strong brand growth, innovation, and operational efficiency drive robust outlook for fiscal 2027.EL
Barclays 19th Annual Global Consumer Conference - FY26 delivered strong sales and margin growth, with FY27 guidance raised for further gains.EL
Q4 2026 - Operational transformation, innovation, and supply chain agility drive growth and market share gains.EL
23rd annual dbAccess Global Consumer Conference - Beauty Reimagined accelerates growth via innovation, channel expansion, and agile execution.EL
Morgan Stanley Luxury Conference 2026 - Sales and margins rose, outlook raised, with strong growth in fragrance and Mainland China.EL
Q3 2026 - Strong Q2 and H1 growth, raised FY26 outlook, and double-digit gains in Mainland China.EL
Q2 2026 - Sales and earnings fell in FY24, but growth and margin recovery are expected in FY25.EL
Q4 2024 - Net loss and 6% sales drop driven by impairments and restructuring amid ongoing Asia headwinds.EL
Q2 2025
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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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