Estee Lauder Companies Stock Price, News & Analysis

The Estée Lauder Companies (NYSE:EL) opened a global Fragrance Atelier in Paris on October 14, 2025, housed inside La Maison des Parfums on Rue Volney under the high patronage of President Emmanuel Macron.

The five-story, 2,000-square-meter hub centralizes fragrance R&D and brand co-creation for Jo Malone London, TOM FORD, Le Labo, KILIAN PARIS, Editions de Parfums Frédéric Malle and other portfolio brands. The Atelier introduces an AI-enabled end-to-end creation process—combining olfactive and neuroscience modeling, GCMS analysis, CO₂ extraction and real-time monitoring—to accelerate discovery and is projected to reduce fragrance development lead times by up to 30–50% in coming years. The company employs more than 1,200 people in France and positions Paris as a strategic innovation hub for its global fragrance network.

Estée Lauder (NYSE:EL) named award-winning actor, producer and author Nia Long as its first Brand Ambassador exclusive to North America on October 9, 2025. Nia Long will appear in campaigns across digital, TV, and print supporting Estée Lauder’s skincare and makeup franchises.

The appointment emphasizes shared values of authenticity, confidence, self-expression, and cultural connection and aims to reinforce the brand’s North America positioning and representation efforts.

The Estée Lauder Companies (NYSE: EL) announced the winners of BEAUTY&YOU India 2025 on October 8, 2025, a program run with Startup India and launch partner Nykaa.

Four winners—Antinorm (GROW), Mimiq (IMAGINE), Hitech Formulations (BREAKTHROUGH), and Sohrai (VISIONARY WOMEN’S AWARD)—receive funding, global mentorship, national visibility via Startup India, and Nykaa brand-building and distribution support. The program launched in 2022 and has attracted nearly 2,500 applications from 150+ cities, with a majority from women founders.

The 2025 awards highlight climate‑tailored products, inclusive complexion solutions, encapsulation technology, and indigenous-ingredient sourcing that supports local communities.

Aveda (NYSE:EL) and Keracol Limited have published groundbreaking research in Heliyon journal, introducing a novel method for tracking hair color fading at the molecular level. The innovative technique, adapted from textile artifact analysis, uses a specialized solvent mixture of water and pyridine combined with High-performance liquid chromatography (HPLC) to extract and analyze dye molecules from various hair types.

The research, led by Dr. Richard Blackburn from the University of Leeds and Dr. Jeanna Zguris from Aveda, moves beyond traditional spectrophotometric color analysis to provide deeper insights into dye retention and hair fiber health. This breakthrough could lead to the development of longer-lasting hair color formulations with reduced damage potential.

ARAMIS, a brand owned by Estée Lauder (NYSE:EL), launched its new fragrance 'Intuition' during New York Fashion Week, featuring global ambassador Dwyane Wade. The launch event included an immersive pop-up experience at New York City's High Line, where Wade appeared alongside his wife Gabrielle Union.

The celebration continued at Bloomingdale's 59th Street, where Wade participated in a discussion about personal grooming, fragrance, and modern masculinity, moderated by Mike Muse and featuring Wade's barber Donato Smith. The event provided Bloomingdale's top clients with an opportunity to meet Wade, who has transformed his career from NBA star to multi-faceted entrepreneur and advocate.

The Estée Lauder Companies (NYSE: EL) has appointed René Lammers, Ph.D. as Executive Vice President and Chief Research & Innovation Officer, effective October 1, 2025. Reporting to CEO Stéphane de La Faverie, Lammers will join the Executive Team and lead the company's global Research & Innovation capabilities.

Lammers brings nearly 30 years of experience, most recently serving as Executive Vice President and Chief Science Officer at PepsiCo, where he led a 3,000-person global R&D organization. In his new role, he will oversee product and clinical innovation, scientific affairs, regulatory strategy, and upstream technologies across ELC's brand portfolio, focusing on fast-to-market innovation and strategic partnerships in biotechnology and longevity science.

TOM FORD, a brand under The Estée Lauder Companies (NYSE:EL), has announced Academy Award-winning actress Tilda Swinton as the face of their new Black Orchid Reserve fragrance campaign. The campaign, designed by creative director Haider Ackermann and photographed by Inez and Vinoodh, will launch on September 1, 2025.

The new fragrance features the rare Ghost Orchid captured through headspace technology, adding a decadent white floral note to the original Black Orchid's dark accords and spice. This launch marks a new chapter for the iconic Black Orchid line, which first debuted in 2006 as TOM FORD's first fragrance.

Estée Lauder Companies (NYSE: EL) announced its participation in the upcoming Barclays Annual Global Consumer Staples Conference in Boston. CEO Stéphane de La Faverie and Amber English, President of Digital and Online for The Americas, will participate in a fireside chat on September 3, 2025, from 4:30 p.m. to 5:05 p.m. ET.

The presentation will be accessible via live webcast on the company's investor relations website and will be archived for future reference. Estée Lauder Companies operates as a global leader in prestige beauty, marketing various luxury brands across skincare, makeup, fragrance, and hair care categories in approximately 150 countries.

Estée Lauder (NYSE:EL) reported fiscal 2025 results showing continued challenges but signs of stabilization. Net sales decreased 8% to $14.33 billion, with operating loss of $(785) million compared to $970 million profit last year. The company reported adjusted diluted EPS of $1.51, down 42% from $2.59 in fiscal 2024.

Gross margin expanded 230 basis points to 74.0%, driven by operational efficiencies and strategic pricing actions. However, adjusted operating margin contracted to 8.0% from 10.2%. The company faced significant charges including $815 million in goodwill impairments and $362 million in restructuring costs.

Looking ahead, management affirmed its fiscal 2026 outlook, expecting a return to organic sales growth after three years of declines and aims to rebuild operating profitability toward double-digit margins. The company achieved market share gains in key markets including mainland China and Japan, while making strategic investments in consumer-facing initiatives.