Estee Lauder Companies Stock Price, News & Analysis

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.

The Estée Lauder Companies (NYSE: EL) has announced an exclusive partnership with biotechnology company Serpin Pharma to develop innovative skin care ingredients focused on longevity benefits. The collaboration will leverage Serpin Pharma's anti-inflammatory research and proprietary biotech technology based on SERPINs (Serine Protease Inhibitors) to address skin irritation, aging, and sensitivity.

The partnership aims to translate Serpin's technology, which enhances the body's natural healing ability through innate immune response, into cosmetic applications. Scientific studies are currently underway to demonstrate the technology's effectiveness in rapidly reducing visible skin aging and irritation.

This initiative aligns with ELC's Beauty Reimagined strategic vision and builds upon their 75-year history in longevity science, biotechnology, and fermentation. The company maintains R&D and Innovation Centers globally, with scientists specializing in physics, chemistry, biology, and engineering.

The Estée Lauder Companies announced a major organizational restructuring under new President and CEO Stéphane de La Faverie's 'Beauty Reimagined' vision. The company is consolidating its regional structure into four geographic clusters to enhance efficiency and agility, effective April 1, 2025.

Key changes include: consolidation of EMEA, UK&I, and Emerging Markets under Nadine Graf; creation of an Americas cluster under Tara Simon and Amber English; and reorganization of brands into category clusters under Jane Hertzmark Hudis as Executive VP, Chief Brand Officer. The restructuring aims to create a flatter, leaner organization with simplified operations.

The company is also transforming its innovation approach, with Roberto Canevari appointed as EVP, Chief Value Chain Officer, overseeing packaging and engineering alongside supply chain responsibilities. Additional changes include planned recruitment for new executive roles in Technology, Data & Analytics, and Digital Marketing.

The Estée Lauder Companies (EL) launched 'Beauty Reimagined,' a new strategic vision aimed at restoring sustainable sales growth and achieving double-digit operating margins. The company reported Q2 FY2025 results with net sales declining 6% to $4.0 billion and operating margin falling to -14.5% from 13.4% year-over-year.

The company expanded its Profit Recovery and Growth Plan (PRGP), focusing on accelerating consumer coverage, transformative innovation, and increased consumer-facing investments. Key financial metrics include: adjusted operating margin contracted 200 basis points to 11.5%, and adjusted diluted EPS decreased to $0.62.

EL announced a significant restructuring program expecting to yield annual gross benefits of $0.8-1.0 billion, with estimated charges of $1.2-1.6 billion. The plan includes a net reduction of 5,800-7,000 positions. For Q3 FY2025, the company forecasts net sales decline of 10-8% on an organic basis.