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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. As a component of the PRGP, on February 5, 2024, the Company announced a two-year restructuring program and filed a Current Report on Form 8-K. The Company committed to this course of action on February 1, 2024. At that time, the…
Other Events On March 23, 2026, The Estée Lauder Companies Inc. (the “Company”) and Puig confirmed they were in discussions regarding a potential business combination, but unless and until an agreement was signed between the companies, there could be no assurances regarding the deal or its terms. On May 21, 2026, the Company and Puig announced that the parties have terminated discussions regarding a potential business combination. The Company issued a press release regarding the foregoing, a…
Results of Operations and Financial Condition On May 1, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended March 31, 2026. The release includes the Company’s estimates related to certain of its fiscal 2026 and fiscal 2027 full year financial metrics. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. As a component of the PRGP, on February 5, 2024, the Company announced a two-year restructuring program and filed a Current Report on Form 8-K. The Company committed to this course of action on February 1, 2024. At that time, the…
Other Events The Estée Lauder Companies Inc. (the “Company”) confirms that it is in discussions regarding a potential business combination with Puig, in which the two companies would potentially merge their businesses. No final decision has been made, and no agreement has been reached. Unless and until an agreement is signed between the companies, there can be no assurances regarding the deal or its terms. On March 23, 2026, the Company issued a press release regarding the foregoing. A copy o…
Results of Operations and Financial Condition On February 5, 2026, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended December 31, 2025. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. As a component of the PRGP, on February 5, 2024, the Company announced a two-year restructuring program and filed a Current Report on Form 8-K. The Company committed to this course of action on February 1, 2024. At that time, the…
Other Events. On November 4, 2025, the Company entered into an underwriting agreement (the “Underwriting Agreement”) with J.P. Morgan Securities LLC (the “Underwriter”) and the Selling Stockholders pursuant to which the Selling Stockholders agreed to sell to the Underwriter 11,301,323 shares (the “Shares”) of Class A Common Stock (the “Offering”) to the Underwriter at a purchase price of $89.70 per share. The Company did not receive any proceeds from the sale of the shares of Common Stock by…
Unregistered Sales of Equity Securities On November 4, 2025, The Estée Lauder Companies Inc. (the “Company”) issued 11,034,685 shares of Class A Common Stock, par value $.01 per share, of the Company to three trusts affiliated with descendants of Leonard A. Lauder (the “Selling Stockholders”) upon the conversion by such Selling Stockholders of an equal number of shares of Class B Common Stock, par value $.01 per share, of the Company. Shares of Class B Common Stock are convertible into Class…
Results of Operations and Financial Condition On October 30, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended September 30, 2025. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Results of Operations and Financial Condition On August 20, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal 2025 full year and fourth quarter. The release includes the Company’s estimates related to its fiscal 2026 full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. The PRGP is focused on rebuilding stronger, more sustainable profitability, supporting sales growth acceleration and increasing speed and agility. The plan is designed to improve gross margin, lower the cost base and reduce overhe…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors On July 9, 2025, Lynn Forester de Rothschild notified The Estée Lauder Companies Inc. (the “Company”) of her decision not to stand for re-election as a Class II director at the Company’s 2025 Annual Meeting of Stockholders (the “2025 Annual Meeting”). Lady de Rothschild is expected to remain on the Board of Directors (the…
Results of Operations and Financial Condition On May 1, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended March 31, 2025. The release includes the Company’s estimates related to its fiscal 2025 full year net sales and diluted net earnings (loss) per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (d) Election of Directors As previously reported, Eric Zinterhofer was elected by the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. as a Class II director on January 9, 2025. On February 25, 2025 the Board appointed Mr. Zinterhofer to the Board’s Compensation Committee. In addition, on February 25, 2025, the Board reduced its…
Costs Associated with Exit or Disposal Activities As announced on November 1, 2023, the Company launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. The PRGP is focused on rebuilding stronger, more sustainable profitability, supporting sales growth acceleration and increasing speed and agility. The plan is designed to improve gross margin, lower the cost base and reduce overhead expenses, while increasing investm…
Results of Operations and Financial Condition On February 4, 2025, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended December 31, 2024. The release includes the Company’s estimates related to its fiscal 2025 third quarter net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors and (d) Election of Directors On January 9, 2025, Ronald S. Lauder, a member of the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”), notified the Company that he will retire from the Board, effective January 10, 2025. Prior to retiring from the Board, he was a Class II director, and had…
Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Estée Lauder Companies Inc. (the "Company") launched the Profit Recovery and Growth Plan ("PRGP") to help progressively rebuild its profit margins in fiscal years 2025 and 2026. The PRGP is focused on rebuilding stronger, more sustainable profitability, supporting sales growth acceleration and increasing speed and agility. The plan is designed to improve gross margin, lower the cost base and reduce overhe…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Director On December 3, 2024, Richard D. Parsons, a member of the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”), notified the Company that he will retire from the Board due to health reasons, effective immediately. Mr. Parsons, a Class II director, has been a Board member since 1999, and was a…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (e) Compensatory Arrangements of Certain Officers On November 8, 2024, the stockholders of The Estée Lauder Companies Inc. (the “Company”) approved amendments to The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (the “Share Plan”). In general, these amendments to the Share Plan principally serve to: • increase th…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 29, 2024, the Board of Directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”) appointed Stéphane de La Faverie, as its President and Chief Executive Officer, effective January 1, 2025. Fabrizio Freda, current President and Chief Executive Officer, will transition from those offices and resign from the Company’s Board…
Results of Operations and Financial Condition On October 31, 2024, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal quarter ended September 30, 2024. The release includes the Company’s estimates related to its fiscal 2025 second quarter net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (b) Departure of Directors or Certain Officers As previously announced by press release, on August 19, 2024, Fabrizio Freda, President and Chief Executive Officer and member of the Board of Directors of The Estée Lauder Companies Inc. (the “Company”), notified the Company of his intention to retire at the end of the fiscal year ending June 30, 2025.
Results of Operations and Financial Condition On August 19, 2024, The Estée Lauder Companies Inc. (the “Company”) issued a press release announcing its financial results for its fiscal 2024 full year and fourth quarter. The release includes the Company’s estimates related to its fiscal 2025 first quarter and full year net sales and diluted net earnings per common share. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference.
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