Business description: Estee Lauder

The Estée Lauder Companies Inc. is one of the 1st world cosmetics groups. Products are sold under brands (Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, TOM FORD, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, KILIAN PARIS, Too Faced, Dr.Jart+, The Ordinary and NIOD) and under brands of licenses (AERIN, BALMAIN and Dr. Andrew Weil). Net sales break down by family of products as follows:

- skin care products (48.6%);

- make-up products (29.4%);

- perfumes (17.4%);

- hair care products (3.9%);

- other (0.7%).

At the end of June 2025, products are marketed through about 1,600 outlets worldwide, distributed between large stores, perfume shops, pharmacies, beauty institutes and exclusive shops, and via Internet.

Net sales are distributed geographically as follows: Americas (30.8%), Europe/Middle East/Africa (37.5%) and Asia/Pacific (31.7%).

Number of employees: 44,460

Sales by Activity: Estee Lauder

Fiscal Period: June 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Skin Care

9.48B 9.89B 8.2B 7.91B 6.96B

Makeup

4.2B 4.67B 4.52B 4.47B 4.2B

Fragrance

1.93B 2.51B 2.51B 2.49B 2.49B

Hair Care

571M 631M 653M 629M 565M

Other

45M 49M 54M 115M 100M

Unallocated Returns/Charges Associated with Restructuring and Other Activities

-14M -4M -27M -1M 3M

Geographical breakdown of sales: Estee Lauder

Fiscal Period: June 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Europe, The Middle East & Africa

6.95B 7.68B 6.22B 6.14B 5.38B

Asia/Pacific

- - - - 4.54B

The Americas

- - - - 4.41B

Unallocated

-14M -4M -27M -1M 3M

Asia/Pacific (Excluding Mainland China & Korea)

- - -852M -419M -

Korea

- - 1.59B 1.25B -

Asia/Pacific (Excluding Mainland China)

-351M -594M - - -

Mainland China

5.84B 6.03B 4.45B 4.06B -

The Americas (Excluding U.S.)

441M 614M 670M 694M -

United States

3.36B 4.01B 3.85B 3.89B -

Executive Committee: Estee Lauder

Manager TitleAgeSince
Chief Executive Officer 52 31/12/2024
Director of Finance/CFO 53 31/10/2024
Chief Tech/Sci/R&D Officer 60 20/04/2025
Chief Tech/Sci/R&D Officer - 30/09/2025
Investor Relations Contact 56 -

Composition of the Board of Directors: Estee Lauder

Director TitleAgeSince
Chairman 66 07/07/2009
Director/Board Member 64 31/12/2003
Director/Board Member 76 31/12/2000
Director/Board Member 72 31/03/2006
Director/Board Member 53 16/07/2009
Director/Board Member 67 31/12/2009
Director/Board Member 52 31/12/2024
Director/Board Member 45 31/12/2017
Director/Board Member 55 31/12/2017
Director/Board Member 59 24/04/2022

Shareholders: Estee Lauder

NameEquities%Valuation
Vanguard Capital Management LLC
7.52 %
18,590,065 7.52 % 1 426 M $
Fidelity Management & Research Co. LLC
6.611 %
16,344,037 6.611 % 1 254 M $
Vanguard Capital Management LLC
6.501 %
16,072,739 6.501 % 1 233 M $
BlackRock Advisors LLC
5.631 %
13,919,874 5.631 % 1 068 M $
Vanguard Portfolio Management LLC
4.913 %
12,144,964 4.913 % 932 M $

Company details: Estee Lauder

The Estée Lauder Companies, Inc.

767 Fifth Avenue

10153, New York

+212 572 4200

http://www.elcompanies.com
address Estee Lauder(EL)

Group companies: Estee Lauder

NameCategory and Sector
Specialty Stores
Specialty Stores
Household/Personal Care
Household/Personal Care
Whitman Laboratories Ltd. (Canada)

Other Personal Products

Change 5d. change 1-year change 3-years change Capi.($)
+0.12%-6.41%+26.71%-59.90% 29.24B
-0.42%-2.97%-12.52%-8.94% 332B
-0.39%-1.58%-18.69%-13.72% 124B
-0.30%+1.06%-1.28%+9.13% 71.09B
+1.05%0.00%-3.33%-13.39% 60.78B
-0.49%-2.93%-28.50%-37.91% 33B
+0.69%+0.40%-9.99%-18.49% 18.27B
-0.74%-2.83%-41.27%-44.75% 18B
+0.57%+0.25%-18.94%+4.00% 11.06B
-4.94%+0.62%+269.29% - 10.67B
Average -0.46%-2.43%+16.15%-20.44% 70.85B
Weighted average by Cap. -0.30%-1.93%-7.33%-12.81%
Trader
Investor
Global
Quality
ESG MSCI
A
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
25
Last Close Price
80.83USD
Average target price
94.65USD
Spread / Average Target
+17.10%

Quarterly revenue - Rate of surprise

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