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Estée Lauder nominates Rolex CEO, Holley chair to board

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

ESTEE LAUDER COMPANIES INC (EL) announced that its Board of Directors has nominated two new director candidates, Jean-Frédéric Dufour and Matthew E. Rubel, to stand for election as Class III directors at the next annual meeting of stockholders, which is expected to be held on November 17, 2026.

Jean-Frédéric Dufour serves as Chief Executive Officer of Rolex SA, and Matthew E. Rubel is the non-executive Chairman of the Board of Holley Inc.

Positive

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Negative

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Item 7.01 Regulation FD Disclosure Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Expected annual meeting date November 17, 2026 Date on which the Class III director nominees are expected to stand for election
Form type Form 8-K Current report disclosing board nominations under Regulation FD
Trading symbol EL Class A Common Stock listed on the New York Stock Exchange
Regulation FD Disclosure regulatory
"Item 7.01 Regulation FD Disclosure."
Regulation FD disclosure requires public companies to share important, market-moving information with everyone at the same time instead of tipping off analysts or large investors first. Think of it as making sure all players on a field hear the same announcement simultaneously; that fairness helps investors trust that stock prices reflect the same information and reduces the risk of sudden, unfair trading advantages or regulatory penalties for selective leaks.
Class III directors regulatory
"to stand for election as Class III directors at the Company’s next annual"
Class III directors are members of a company’s board assigned to one of several staggered term groups, so only that class faces election in a particular year while other classes stay in place. For investors this affects corporate control and takeover risk because staggered elections make it slower and harder for an outside group to replace a majority of directors quickly—think of it as a rotating schedule for board seats that provides continuity but can also entrench existing leadership.
emerging growth company regulatory
"Emerging growth company"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
Inline XBRL technical
"Cover Page Interactive Data File (embedded within the Inline XBRL document)"
Inline XBRL is a file format for financial filings that embeds machine-readable data tags directly inside the human-readable report, so the same document can be read by people and parsed by software. For investors it makes extracting, comparing and verifying financial numbers faster and more reliable—like a grocery list where each item also has a barcode—reducing manual errors and speeding up analysis.

FAQ

What did Estée Lauder (EL) announce in this Form 8-K?

The company announced that its Board has nominated Jean-Frédéric Dufour and Matthew E. Rubel as Class III director candidates for election at the next annual meeting of stockholders.

When is Estée Lauder’s (EL) next annual meeting expected to be held?

The next annual meeting of stockholders is expected to be held on November 17, 2026, when the Class III director nominees will stand for election.

Who is Jean-Frédéric Dufour, nominated to Estée Lauder’s (EL) board?

Jean-Frédéric Dufour is the Chief Executive Officer of Rolex SA, a luxury company that designs, manufactures, and sells watches, and has been nominated as a Class III director candidate.

Who is Matthew E. Rubel, nominated to Estée Lauder’s (EL) board?

Matthew E. Rubel is the non-executive Chairman of the Board of Holley Inc., a company that designs, manufactures, and distributes high-performance automotive aftermarket products, and is nominated as a Class III director candidate.

Under which item did Estée Lauder (EL) disclose these director nominations?

The director nominations were disclosed under Item 7.01, Regulation FD Disclosure, indicating the information is being provided for fair disclosure to the market.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates
0001001250false00010012502026-09-082026-09-08


 
 UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
____________________
 
FORM 8-K
 
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934
 
Date of Report (Date of earliest event reported)
September 8, 2026
 
The Estée Lauder Companies Inc.
(Exact name of registrant as specified in its charter)

Delaware
1-14064
11-2408943
(State or other jurisdiction of incorporation)
(Commission File Number)
(IRS Employer Identification No.)
767 Fifth Avenue, New York, New York
10153
(Address of principal executive offices)
(Zip Code)
Registrant’s telephone number, including area code
212-572-4200

Not Applicable
(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Class A Common Stock, $.01 par value
EL
New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐





Item 7.01 Regulation FD Disclosure.

The Board of Directors of The Estée Lauder Companies Inc. (the “Company”) has nominated two new director candidates, Jean-Frédéric Dufour and Matthew E. Rubel, to stand for election as Class III directors at the Company’s next annual meeting of stockholders, which is expected to be held on November 17, 2026. Mr. Dufour is Chief Executive Officer of Rolex SA, a luxury company that designs, manufactures, and sells watches. Mr. Rubel is the non-executive Chairman of the Board of Holley Inc., a company that designs, manufactures, and distributes high-performance automotive aftermarket products.

Item 9.01 Financial Statements and Exhibits.

(d) Exhibits. See Exhibit Index below, incorporated herein by reference.

Exhibit Index
Exhibit No.
Description
104
Cover Page Interactive Data File (embedded within the Inline XBRL document).


2




SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

THE ESTÉE LAUDER COMPANIES INC.
Date:
September 8, 2026
By:
/s/ Zakiya Black Barnett
Zakiya Black Barnett
Vice President, Deputy General Counsel
and Corporate Secretary




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