The Estee Lauder Companies (EL) Stock News, Apr-Jun 2025

The Estée Lauder Companies (NYSE: EL) has appointed Lisa Sequino as the new President of its Makeup Brand Cluster, effective June 9, 2025. In this role, she will lead the strategic direction and global growth of the company's makeup portfolio, including M·A·C, Bobbi Brown, Too Faced, Smashbox, and GLAMGLOW. Sequino, who brings over two decades of beauty industry experience, returns to Estée Lauder after previously serving in senior roles, including SVP positions. Most recently, she served as CEO of Supergoop! and JLo Beauty. In her new position, she will focus on accelerating innovation, enhancing consumer recruitment, and improving local relevance across the makeup brands. Reporting to Jane Hertzmark Hudis, Executive VP and Chief Brand Officer, Sequino's appointment reflects the company's commitment to strengthening its makeup category.

AVEDA, a vegan beauty brand owned by Estée Lauder (NYSE: EL), has announced its launch in the U.S. Amazon Premium Beauty store. The expansion brings AVEDA's complete range of vegan hair, skin, body, and lifestyle products to Amazon's platform, featuring popular collections like Botanical Repair™, Invati Ultra Advanced™, and Be Curly Advanced™.

The launch includes an immersive Hair Care Guide created with AVEDA salon professionals, offering educational content and tutorials for at-home styling. As a certified B Corporation and Leaping Bunny Approved brand, AVEDA maintains its commitment to sustainability and clean water initiatives while expanding its digital presence through this new distribution channel.

Estée Lauder Companies (NYSE: EL) announced its participation in the upcoming dbAccess Global Consumer Conference 2025 in Paris. Stéphane de La Faverie, President and CEO, and Roberto Canevari, EVP and Chief Value Chain Officer, will engage in a fireside chat on June 3, 2025, from 09:15 to 09:55 a.m. CEST.

The event will be accessible via live webcast at elcompanies.com/investors and will be archived for future viewing. Estée Lauder Companies operates as a global leader in luxury beauty, selling premium skin care, makeup, fragrance, and hair care products across approximately 150 countries under renowned brands including Estée Lauder, Clinique, La Mer, M·A·C, and TOM FORD, among others.

Origins, a skincare brand with over 30 years of experience, has announced its launch in the U.S. Amazon Premium Beauty store. The brand will offer its iconic skincare and body care products, including bestsellers like GinZing™ Brightening Eye Cream, Checks and Balances™ Frothy Face Wash, and Mega-Mushroom™ Relief & Resilience Soothing Treatment Lotion.

The strategic expansion aims to meet evolving consumer needs by providing high-performance, nature-inspired skincare through Amazon's trusted platform. Origins, part of The Estée Lauder Companies (EL), emphasizes its commitment to responsible beauty with updated sustainable packaging initiatives across its portfolio. The launch enables broader market reach and enhanced gifting options through Amazon's ready-to-give features.

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.