News & Events

Results of Operations and Financial Condition On May 1, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended March 31, 2026. The release includes the Company’s estimates related to certain of its fiscal 2026 and fiscal 2027 full year financial metrics. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. As a component of the PRGP, on February 5, 2024, the Company announced a two-year restructuring program and filed a Current Report on Form 8-K. The Company committed to this course of action on February 1, 2024. At that time, the…

Other Events The Estée Lauder Companies Inc. (the “Company”) confirms that it is in discussions regarding a potential business combination with Puig, in which the two companies would potentially merge their businesses. No final decision has been made, and no agreement has been reached. Unless and until an agreement is signed between the companies, there can be no assurances regarding the deal or its terms. On March 23, 2026, the Company issued a press release regarding the foregoing. A copy o…

Results of Operations and Financial Condition On February 5, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended December 31, 2025. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.

Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. As a component of the PRGP, on February 5, 2024, the Company announced a two-year restructuring program and filed a Current Report on Form 8-K. The Company committed to this course of action on February 1, 2024. At that time, the…

Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. The PRGP is focused on rebuilding stronger, more sustainable profitability, supporting sales growth acceleration and increasing speed and agility. The plan is designed to improve gross margin, lower the cost base and reduce overhe…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors On July 9, 2025, Lynn Forester de Rothschild notified The Estée Lauder Companies Inc. (the “Company”) of her decision not to stand for re-election as a Class II director at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”). Lady de Rothschild is expected to remain on the Board of Directors (the…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (d) Election of Directors As previously reported, Eric Zinterhofer was elected by the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. as a Class II director on January 9, 2025. On February 25, 2025 the Board appointed Mr. Zinterhofer to the Board’s Compensation Committee. In addition, on February 25, 2025, the Board reduced its…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors and (d) Election of Directors On January 9, 2025, Ronald S. Lauder, a member of the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”), notified the Company that he will retire from the Board, effective January 10, 2025. Prior to retiring from the Board, he was a Class II director, and had…

Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. The PRGP is focused on rebuilding stronger, more sustainable profitability, supporting sales growth acceleration and increasing speed and agility. The plan is designed to improve gross margin, lower the cost base and reduce overhe…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Director On December 3, 2024, Richard D. Parsons, a member of the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”), notified the Company that he will retire from the Board due to health reasons, effective immediately. Mr. Parsons, a Class II director, has been a Board member since 1999, and was a…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 29, 2024, the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”) appointed Stéphane de La Faverie, as its President and Chief Executive Officer, effective January 1, 2025. Fabrizio Freda, current President and Chief Executive Officer, will transition from those offices and resign from the Company’s Board…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors or Certain Officers As previously announced by press release, on August 19, 2024, Fabrizio Freda, President and Chief Executive Officer and member of the Board of Directors of The Estée Lauder Companies Inc. (the “Company”), notified the Company of his intention to retire at the end of the fiscal year ending June 30, 2025.

Costs Associated with Exit or Disposal Activities. On February 5, 2024, The Estée Lauder Companies Inc. (the “Company”) filed a Current Report on Form 8-K regarding a restructuring program associated with the previously announced Profit Recovery Plan, now named the Profit Recovery and Growth Plan (the “Restructuring Program”). The Restructuring Program is expected to include a number of initiatives, and the Company indicated that restructuring and other charges to implement those initiatives…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Certain Officers As previously announced by press release, on July 11, 2024, Tracey T. Travis, Executive Vice President and Chief Financial Officer of The Estée Lauder Companies Inc. (the “Company”), notified the Company of her decision to retire effective June 30, 2025.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors On August 22, 2023, Leonard A. Lauder (“Mr. L. Lauder”), who has been a member of the Board of Directors (the “Board”) since 1958, and Wei Sun Christianson (“Ms. Christianson”), who has been a member of the Board since 2011, notified The Estée Lauder Companies Inc. (the “Company”) of their decisions not to stand for re-el…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Director On July 18, 2022, Rose Marie Bravo, a member of the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”), notified the Company that she will retire from the Board, effective November 17, 2022. The Board has decided to decrease its size to sixteen (16) members, effective November 17, 2022. Ms.…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (d) Election of Directors On July 11, 2022, the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”) increased its size to seventeen (17) members, increased the size of its Audit Committee to six (6) members, and elected Angela Wei Dong as (i) a member of the Board and (ii) a member of the Audit Committee, in each case…

Costs Associated with Exit or Disposal Activities. The Estée Lauder Companies Inc. (the “Company”) is filing this Form 8-K/A to provide additional information regarding the Post-COVID Business Acceleration Program (the “PCBA Program” or the “Program”), a two-year restructuring program previously disclosed by the Company. The Company's initial Form 8-K concerning the PCBA Program, filed on August 20, 2020, noted (i) that the Program was expected to include a number of initiatives, (ii) that th…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (d) Election of Directors On April 25, 2022, the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”) increased its size to sixteen (16) members, increased the size of its Audit Committee to five (5) members, and elected Arturo Nuñez as (i) a member of the Board and (ii) a member of the Audit Committee, in each case ef…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers In its Form 8-K filed on February 24, 2022, The Estée Lauder Companies Inc. (the “Company”) disclosed that effective February 22, 2022, John Demsey, Executive Group President, was placed on unpaid leave. Mr. Demsey was informed he must leave the Company, and he will retire, effective March 4, 2022.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Effective February 22, 2022, John Demsey, who is Executive Group President of The Estée Lauder Companies Inc. (the “Company”) and a Named Executive Officer in the Company’s 2021 Proxy Statement, was placed on unpaid leave due to content posted on his Instagram handle.

Departure of Directors or Certain Executive Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On October 21, 2021, Cedric Prouvé, who is Group President, International, The Estée Lauder Companies Inc. (the “Company”), and is a Named Executive Officer in the Company’s 2021 Proxy Statement, notified the Company of his decision to retire, effective on or about June 30, 2022. Mr. Prouvé joined the Company in 1994, and the Company is gr…

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers (b) Departure of Director On July 13, 2021, Irvine O. Hockaday, Jr., a member of the Board of Directors of The Estée Lauder Companies Inc. (the “Company”), notified the Company that he will serve the remainder of his term, which ends on November 12, 2021, and he will not stand for re-election at the Company’s 2021 Annual Meeting of Stockholders on t…