Estee Lauder Companies Stock Price, News & Analysis

The Estée Lauder Companies (NYSE: EL) celebrated two employees named 2025 CEW Innovators: Dr. Jaime Emmetsberger, Director, Advanced Technologies, and Lauren Waldrum, VP Global Product Development, La Mer.

Dr. Emmetsberger was recognized for research into the neuro‑skin connection, reprogramming dermal fibroblasts into sensory neurons and presenting a new model at Neuroscience 2024. Waldrum was honored for leading La Mer’s launch of The Rejuvenating Night Cream featuring the Marine Retinol Alternative (MRA‑3™) and clinical claims of reversing eight signs of aging in one night. The company said it aims to raise rapid innovation launches from 10% to 30% and reports >50% of R&I staff are women.

The Estée Lauder Companies (NYSE: EL) announced on November 13, 2025 a minority investment in Mexican luxury fragrance brand XINÚ through its New Incubation Ventures (NIV) arm. This marks EL’s first investment in a Latin American brand and signals a strategic focus on supporting local entrepreneurship, fragrance craftsmanship, sustainable design, and cultural storytelling. The company said the investment aims to help XINÚ grow globally while preserving its artisanal approach. NIV will partner with XINÚ to support brand development and incubation as part of EL’s pipeline of emerging beauty brands.

The Estée Lauder Companies (NYSE: EL) held its Annual Meeting of Stockholders on November 13, 2025. Stockholders elected William P. Lauder, Annabelle Yu Long, Dana Strong, CBE, Jennifer Tejada, and Richard F. Zannino as Class II directors and Eric L. Zinterhofer as a Class I director.

Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as independent auditors for the current fiscal year, approved the advisory vote on executive compensation, and approved proposed amendments to the company’s Restated Certificate of Incorporation.

The company sells beauty and personal care products in approximately 150 countries and territories under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD, The Ordinary and others.

The Estée Lauder Companies (NYSE: EL) will hold its 2025 Annual Meeting of Stockholders virtually on November 13, 2025 at 9:00 a.m. ET. Shareholders can access the live webcast at www.virtualshareholdermeeting.com/EL2025.

Proxy materials and additional meeting information are available at www.elcompanies.com/investors. A replay of the meeting will be posted after the meeting on the same investor website.

The company sells beauty and personal care products in ~150 countries under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Tom Ford, The Ordinary and others.

The Estée Lauder Companies (NYSE: EL) announced pricing of a registered secondary offering by trusts affiliated with descendants of Leonard A. Lauder at $90 per share, expected to close on November 6, 2025, subject to customary conditions. The company is not selling shares and will receive no proceeds; the Selling Stockholders will receive all proceeds to help settle Leonard A. Lauder’s estate, including estate taxes, debts and administration expenses. Based on shares outstanding as of October 23, 2025, the Lauder family is expected to retain 82% of outstanding voting power after the offering. The Selling Stockholders and LAL Family Partners will be subject to a 90-day lock-up with the underwriter, J.P. Morgan Securities LLC.

The Estée Lauder Companies (NYSE: EL) announced that trusts affiliated with descendants of Leonard A. Lauder (the “Selling Stockholders”) propose a registered public offering of 11,301,323 shares of Class A common stock on November 4, 2025. The Selling Stockholders will receive all proceeds; the company will not sell shares or receive proceeds.

The proceeds are intended to help settle Leonard A. Lauder’s estate, including estate taxes, debts and administration expenses. Based on shares outstanding as of October 23, 2025, the Lauder family would retain 82% of outstanding voting power after the offering. J.P. Morgan Securities is sole underwriter and the Selling Stockholders and LAL Family Partners will be subject to a 90-day lock-up.

M·A·C Cosmetics (EL) will launch in select U.S. Sephora stores and at Sephora at Kohl’s in early 2026, expanding its retail distribution to Sephora U.S. in-store and online channels. The move follows existing global Sephora partnerships and aims to broaden consumer access to M·A·C’s professional-grade makeup and inclusive brand community. The brand highlights its long-running philanthropic program M·A·C VIVA GLAM, which has raised more than $535 million USD worldwide.

The Estée Lauder Companies (NYSE:EL) announced a strategic partnership with Shopify to modernize its digital commerce infrastructure and create a unified omnichannel experience across prestige and luxury brands.

The collaboration aims to accelerate direct-to-consumer growth by leveraging real-time data, AI-driven capabilities, and faster speed-to-market. The first phase is planned to launch on Shopify in Q1 2026. The release includes a cautionary note that actual results may differ materially due to execution risks and other factors.