Estee Lauder Companies Stock Price, News & Analysis

The Estée Lauder Companies (NYSE:EL) has appointed Nicola Formichetti as Global Creative Director of M·A·C Cosmetics, effective May 19, 2025. Formichetti, known for his work with Lady Gaga and influential fashion houses, will lead M·A·C's global creative strategy, reporting to Aïda Moudachirou-Rébois, Senior VP and Global General Manager. In his role, he will shape the brand's creative vision across campaigns, social media, product innovation, packaging, and retail experiences. The appointment aligns with Estée Lauder's Beauty Reimagined vision, focusing on consumer-centric prestige beauty. Formichetti brings his experience at the intersection of fashion, music, culture, and technology, along with a globally attuned perspective from his Japanese and Italian heritage.

Aramis, a subsidiary of Estée Lauder (EL), has announced the launch of its new men's fragrance, Intuition, with NBA legend Dwyane Wade as Global Ambassador. The fragrance, set to launch in August 2025, will be priced at $95 for 50ml and $130 for 100ml. Wade, known for his evolution from NBA star to entrepreneur and philanthropist, collaborated on the campaign's creative direction.

Aramis, established in 1963 as the first men's prestige fragrance in the US, aims to redefine masculinity with Intuition, focusing on emotional intelligence and sensitivity alongside traditional masculine qualities. The woody, green neo-fougère fragrance will be promoted through a comprehensive marketing campaign across TV, print, digital, in-store, and OOH channels.

Estée Lauder (EL) has launched its first Skin Longevity Institute in the Americas at Hacienda AltaGracia, Auberge Resorts Collection in Costa Rica. The institute, located near one of the world's five "Blue Zones," offers exclusive Re-Nutriv facial treatments powered by SIRTIVITY-LP™ age reversal technology. The facility features the EstéeLab Skin Pro diagnostic tool for customized facial protocols and will host wellness practitioners for specialized programming. For the May opening, two members of Estée Lauder's Longevity Collective will be in residence: Manjit Devgun (Mind Coach) and Crystal Greene (Global Re-Nutriv Skincare Ambassador). The partnership combines luxury skincare with science-backed longevity practices in a high-end spa setting.

Estée Lauder Companies (NYSE: EL) reported Q3 fiscal 2025 results showing a 10% decrease in net sales to $3.6 billion, with organic sales declining 9%. The company's gross margin expanded 310 basis points to 75.0%, while operating margin declined to 8.6% from 13.5%. Diluted EPS decreased to $0.44 from $0.91 in the prior year, with adjusted EPS falling to $0.65 from $0.97. The company achieved prestige beauty share gains in key markets including the U.S., China, and Japan. Performance was notably impacted by challenges in the travel retail business, particularly in Asia. Despite current headwinds, management expressed confidence in returning to sales growth in fiscal 2026, contingent on the resolution of recently enacted tariffs and the strategic reset of travel retail business.

By segment, Skin Care sales fell 11%, Makeup declined 7%, Fragrance decreased 1%, and Hair Care dropped 10%. The company continued to expand its presence through new store openings and digital initiatives, including partnerships with Microsoft for AI integration and Adobe for creative workflow optimization.

Estée Lauder Companies announced that Carl Haney, Executive Vice President of Global Innovation and Research & Development, will leave the company on June 30, 2025. The company plans to recruit external talent to drive its next phase of innovation, aligning with its vision to become the leading prestige beauty company globally.

During his tenure since 2012, Haney strengthened the company's R&D network, expanded local relevancy, and significantly increased its global patent portfolio. His team established key partnerships with institutions like MIT and Serpin Pharma, advancing biotech innovation and longevity research. Haney also led sustainability initiatives through sustainable packaging and green chemistry advancements.

CEO Stéphane de La Faverie emphasized the company's plans to transform its approach to innovation, including evolving R&D team structure, expanding external partnerships, and accelerating speed-to-market. During the transition, brand and regional leadership will work with R&D partners across the innovation network until a successor is named.

The Estée Lauder Companies (NYSE: EL) has announced it will release its fiscal 2025 third quarter results on May 1, 2025, at 8:30 a.m. (ET). The company will host a live webcast conference call and presentation discussing the results, future prospects, and recent corporate developments.

The call will be hosted by Stéphane de La Faverie, President and CEO, and Akhil Shrivastava, EVP and CFO. Investors and interested parties can access the webcast through the company's investor relations website at elcompanies.com/investors. The call recording will be archived on the company's website for future reference.

The Estée Lauder Companies (NYSE: EL) has announced the appointment of Brian Franz as Chief Technology, Data & Analytics Officer, effective April 21, 2025. Franz will report to President and CEO Stéphane de La Faverie and join the company's Executive Team.

In this newly created role, Franz will lead the strategic transformation of EL's global data and technology capabilities, overseeing the Information Technology organization, Digital Technology & Experience, and Enterprise Data teams. He will focus on platform integration, delivering personalized digital experiences, and leveraging data for enterprise-wide decision-making.

Franz joins from State Street, where he served as Executive Vice President, Global Chief Information Officer and Head of Enterprise Resiliency. His prior experience includes senior leadership roles at Diageo PLC as Chief Productivity Officer and CIO, and as CIO at PepsiCo International.

Adobe (ADBE) has announced a strategic partnership with The Estée Lauder Companies (ELC) to implement Adobe Firefly generative AI technology for scaling digital marketing production. ELC, parent company of brands like Clinique, La Mer, and M•A•C Cosmetics, will integrate Firefly across Adobe Creative Cloud workflows to accelerate campaign execution and content production.

The partnership aligns with ELC's Beauty Reimagined strategy, aiming to enhance speed-to-market and boost consumer-facing investments. Through Adobe Firefly Services, ELC can streamline content production for various digital formats, addressing the projected quintuple increase in content demand through 2026. The implementation includes features like Generative Expand for intelligent image resizing and optimization.

Additionally, ELC is adopting Adobe Experience Manager Assets as a Cloud Service to modernize its digital asset management system, enabling faster asset uploads and enhanced search capabilities.

Estée Lauder (EL) has appointed Dr. Matthew Walker, PhD, as its first-ever Global Sleep Science Advisor. Dr. Walker, a Professor of Neuroscience and Psychology at UC Berkeley and renowned sleep scientist, will enhance the company's nighttime skincare research and innovation efforts.

This strategic partnership aims to explore the connection between sleep and skin health, building on Estée Lauder's 40-year history of research in night skin science. Dr. Walker will participate in internal and external events, press opportunities, and create educational content across brand channels.

Additionally, Estée Lauder will become the exclusive beauty partner of Dr. Walker's new Global Sleep Education Foundation, which focuses on addressing the global sleep-loss epidemic through free educational programs and sleep science research.