{"filings":[{"id":590686,"accession_number":"0001001250-26-000022","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2026-05-21T22:18:20+00:00","items":["8.01","9.01"],"status":"ready","headline":"Estée Lauder and Puig terminate merger discussions; ELC reaffirms standalone strategy","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Discussions regarding a potential business combination began March 23, 2026, and were terminated on May 21, 2026.","No agreement was reached; the companies stated there could be no assurances regarding any deal or its terms.","CEO Stéphane de La Faverie reiterated confidence in the Beauty Reimagined strategy and ELC's standalone strength.","ELC will continue to evaluate portfolio opportunities, including both acquisitions and divestitures.","Company targets solid double-digit adjusted operating margin over time through organic growth and cost discipline."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90500,"accession_number":"0001001250-26-000017","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder Q3 adj EPS $0.91 +40% YoY; organic sales +2%; raises FY2026 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales $3,712M (+5% reported, +2% organic); adj operating margin 15.0% (+360bps); adj EPS $0.91 (+40%).","Recorded $84M loss contingency for securities class action settlement; GAAP EPS $0.24 (-45%).","Raised FY2026 outlook: organic sales growth ~3% (high end); adj operating margin expansion ~300bps; preliminary FY2027: sales growth 3-5%, adj op margin 12.5-13.0%.","PRGP expanded: total expected restructuring charges $1.5-1.7B, position cuts 9,000-10,000; majority of benefits by FY2027.","Declared quarterly dividend $0.35/share, payable June 15 to May 29 record holders."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":11422000000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90499,"accession_number":"0001001250-26-000013","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2026-04-01T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"Estée Lauder expands restructuring; cumulative approved charges $1.367B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Restructuring Program total charges expected $1.2B–$1.6B (pre-tax); cumulative approved charges $1.367B as of March 31, 2026.","New 'Future of Brand-led Model' initiatives reorganize global marketing/creative, driving net workforce reduction.","Employee-related costs $827M of $976M total restructuring charges approved through March 31, 2026.","Program aims to rebuild profit margins by fiscal 2026 and is substantially complete by end fiscal 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100057,"accession_number":"0001001250-26-000010","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"EL confirms discussions with Puig for potential business combination","summary_kind":"llm","event_type":"m_and_a","confidence":"medium","bullets":["Estée Lauder confirms it is in discussions about a potential merger with Puig.","No final decision has been made, and no agreement has been reached.","Company issued a press release on March 23, 2026 regarding the discussions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100056,"accession_number":"0001001250-26-000004","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder raises FY2026 outlook after Q2 beat; adj. EPS $0.89 vs $0.62 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net sales $4,229M (+6% reported, +4% organic); adj. operating margin expanded 290bps to 14.4%.","Adj. diluted EPS $0.89 vs $0.62 YoY (+43%); GAAP EPS $0.44 vs $(1.64) last year.","Raises FY2026 outlook: expects organic net sales growth 1-3%, adj. EPS improvement vs prior forecast.","Mainland China net sales +13% organic; second consecutive quarter of double-digit retail growth.","Quarterly dividend $0.35/share payable March 16, 2026, unchanged from prior quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":7710000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116398,"accession_number":"0001001250-25-000115","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2025-12-01T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"Estée Lauder expands restructuring program; cumulative charges approved total $1.137B through Nov 29, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cumulative restructuring charges approved through Nov 29, 2025: $1,137M before tax, up from $852M through Oct 26, 2025.","Newly approved initiative transforms global operating model via provider consolidation, outsourcing expansion, and process redesign.","Charges by cost type: Employee severance $674M, asset-related $53M, contract terminations $26M, other exit costs $28M.","Total expected restructuring charges remain $1.2B to $1.6B; initiatives to be substantially completed by end of fiscal 2027.","Program aims to rebuild gross and operating margins through reorganization, simplification, outsourcing, and go-to-market changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116402,"accession_number":"0001001250-25-000112","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-11-18T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Estée Lauder annual meeting elects directors, approves charter amendments to limit officer liability","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Stockholders elected 6 directors including William P. Lauder and Dana Strong; term ends 2028 (Class II) or 2027 (Class I).","Ratified PricewaterhouseCoopers as FY2026 independent auditor with 1.46B votes for, 218K against.","Advisory vote to approve executive compensation passed with 1.31B for, 129M against.","Approved charter amendments eliminating monetary liability of certain officers under Delaware law; effective Nov. 13, 2025.","A separate charter amendment making miscellaneous changes to Articles V and VI also approved unanimously."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116401,"accession_number":"0001104659-25-107826","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["3.02","8.01","9.01"],"status":"ready","headline":"Estée Lauder selling stockholders to sell 11.3M shares at $89.70 via secondary offering","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three trusts affiliated with Leonard A. Lauder descendants converted 11,034,685 Class B shares into Class A.","Selling stockholders agreed to sell 11,301,323 Class A shares to J.P. Morgan at $89.70 per share.","Company receives no proceeds from the offering; all proceeds go to selling stockholders.","Offering made under prospectus supplement dated Nov 4, 2025, filed with SEC on Form S-3.","Underwriting agreement contains customary terms; closing expected promptly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116400,"accession_number":"0001001250-25-000107","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder Q1 EPS beats estimates; organic sales +3%, margins expand","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.48B (+4% YoY), organic +3%; GAAP EPS $0.13 vs ($0.43) loss; adjusted EPS $0.32 vs $0.14.","Adjusted operating margin expanded 300 bps to 7.3%; PRGP charges $86M in Q1; cumulative $697M.","Reaffirms FY2026 outlook: net sales growth 2-5% (organic 0-3%), adjusted EPS $1.90-$2.10.","Fragrance net sales +13% led by Le Labo, TOM FORD, Jo Malone; Skin Care +3% driven by La Mer, Estée Lauder.","Declares $0.35 dividend, payable Dec 15; tariff headwinds expected ~$100M impact."],"consensus_eps_estimate":null,"consensus_eps_actual":0.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":3481000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116399,"accession_number":"0001001250-25-000103","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-10-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Estée Lauder recasts geographic segment results; FY25 net sales $14.3B, down 8%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New regions: Americas, EUKEM, Asia/Pacific (incl. travel retail), Mainland China separate.","FY25 total net sales $14,326M vs $15,608M in FY24; reported decline 8%, organic decline 8%.","FY25 operating loss $785M vs income $970M; includes $911M goodwill impairment in Americas.","Asia/Pacific net sales down 21% to $3,606M; Mainland China down 6% to $2,741M.","Changes in allocation of corporate expenses and manufacturing costs; no impact on consolidated results."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132852,"accession_number":"0001001250-25-000101","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Estée Lauder amends stock option vesting for termination without cause; adds clawback provisions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["On Aug 21, 2025, Compensation Committee approved a new Stock Option Award Agreement for executive officers and non-executive employees.","Termination without cause: non-retirement-eligible employees receive pro rata vesting through last day paid; full vesting eliminated; remaining unvested forfeited.","Retirement-eligible employees continue to receive full vesting upon retirement; Retirement Eligible defined as age 55 + 10 yrs service or age 65 + 5 yrs service.","Expanded restrictive covenants include confidentiality, non-competition, non-solicitation, non-disclosure, non-interference, and non-disparagement provisions.","New forfeiture and clawback provision for non-compliance with personal covenants applies to outstanding options and shares acquired upon exercise."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132851,"accession_number":"0001001250-25-000097","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-08-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder reports FY2025 net sales down 8% to $14.3B; GAAP EPS $(3.15); impairments and litigation charges weigh","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $14.326B (down 8% YoY); GAAP diluted EPS $(3.15) vs $1.08; adjusted diluted EPS $1.51 vs $2.59.","Adjusted operating margin 8.0% vs 10.2%; gross margin expanded 230 bps to 74.0% on PRGP benefits.","Q4 net sales $3.411B (down 12%); Q4 op. loss $(390)M on ~$450M impairment charges (Dr.Jart+, TOM FORD, Too Faced) and $159M talcum litigation settlements.","Affirms FY2026 outlook: expects organic sales growth (first growth after three declines) and improved operating profitability.","Skin Care -12% driven by Estée Lauder/La Mer declines in Asia travel retail; Fragrance flat; Le Labo posted strong double-digit growth each quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":14326000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132849,"accession_number":"0001001250-25-000093","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2025-08-01T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"Estee Lauder expands restructuring program; cumulative approved charges $747M through July 30, 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Cumulative restructuring charges approved through July 30, 2025 total $747M (pretax), including $124M in latest period.","New initiatives target workforce reductions in supply chain, R&D, corporate, and brand functions.","Overall PRGP restructuring program expected total charges between $1.2B and $1.6B (pretax).","Initiatives include Value Chain Optimization, Enabling Function Re-Invention, and Future of Brand-led Model.","Cash expenditures from operations; non-cash charges also included in $747M total."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132850,"accession_number":"0001001250-25-000090","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-07-15T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Two Estée Lauder directors to leave board at 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lynn Forester de Rothschild, class II director since 2000, will not stand for re-election.","Angela Wei Dong, class III director since 2022, will retire effective day before 2025 annual meeting.","Both departures are not due to any disagreements with the company's operations or policies.","De Rothschild serves on Nominating and ESG Committee; Dong serves on Audit Committee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149402,"accession_number":"0001001250-25-000063","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Estée Lauder amends bylaws to update stockholder proposal mechanics and forum selection","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholder nominations and proposals now require additional disclosures and compliance with universal proxy rule (Rule 14a-19).","Exclusive forum added: Delaware Chancery Court for internal claims; federal court for Securities Act claims.","Indemnification of agents changed from mandatory to permissive; standard-of-conduct removal for advancement of expenses to directors/officers.","Executive Chairman position removed; new Chair of the Board provision established.","Board authorized to appoint alternate committee members; other technical updates for Delaware law alignment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149401,"accession_number":"0001001250-25-000058","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder Q3 GAAP EPS $0.44, down 52% YoY; net sales $3.55B, down 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Adjusted EPS $0.65 vs $0.97 prior y/e, revenue $3.55B (organic -9%).","Gross margin expanded 310 bps to 75.0% on PRGP benefits; operating margin fell to 8.6%.","Skin Care -11%, Makeup -7%, Fragrance -1%, Hair Care -10%; travel retail continued steep decline.","Qtrly dividend $0.35/shr declared payable June 16 to May 30 record holders.","FY2025 guidance lowered: GAAP EPS loss $1.61-$1.89, adj. EPS $1.30-$1.55 (prior $2.59)."],"consensus_eps_estimate":0.1819,"consensus_eps_actual":-1.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":10915000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168462,"accession_number":"0001001250-25-000020","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2025-02-25T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Estée Lauder appoints Eric Zinterhofer to Compensation Committee; board reduced to 14 members","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eric Zinterhofer, elected Class II director on Jan 9, 2025, appointed to Compensation Committee on Feb 25, 2025.","Board size reduced from prior to 14 members effective Feb 25, 2025.","Governance changes reflect standard board composition adjustments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168464,"accession_number":"0001001250-25-000009","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-02-04T23:59:59+00:00","items":["2.02","2.05","9.01"],"status":"ready","headline":"Estée Lauder Q2 adjusted EPS down 29%; expands restructuring to 7,000 job cuts","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $4.0B, -6% YoY; GAAP diluted EPS loss $1.64 vs income $0.87, adjusted EPS $0.62 (-29%).","Goodwill/intangibles impairments of $861M (Tom Ford, Too Faced) drove $580M operating loss.","Restructuring program expanded: now 5,800-7,000 job eliminations (was 1,800-3,000); total charges $1.2B-$1.6B.","Q3 FY25 outlook: organic net sales -10% to -8%; adjusted EPS $0.20-$0.30 (vs $0.97 prior year).","Quarterly dividend maintained at $0.35 per share; payable March 17."],"consensus_eps_estimate":0.0896,"consensus_eps_actual":-2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":7365000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168463,"accession_number":"0001001250-25-000002","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Ronald S. Lauder retires from Estée Lauder board Jan 10; son-in-law Eric Zinterhofer elected","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ronald S. Lauder notified company on Jan 9, 2025, retirement effective Jan 10; no disagreement with company.","Eric Zinterhofer, 53, elected Class II director as Lauder's designee under Stockholders' Agreement.","Zinterhofer is founding partner at Searchlight Capital, husband of Aerin Lauder, son-in-law of Ronald Lauder.","Lauder family collectively owns ~84% voting power; Ronald Lauder designates two directors (Jane Lauder and Zinterhofer).","Company thanks Ronald Lauder for his service since 2016."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185595,"accession_number":"0001001250-24-000263","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2024-12-20T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"Estée Lauder approves $122M additional restructuring initiatives; cumulative charges $479M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["PRGP restructuring program now expects initiatives totaling ~$122M (pretax) approved since Oct 25, 2024.","Cumulative restructuring charges through Dec 18, 2024: $479M, within previous $500-700M range.","Initiatives include workforce reductions in regions, supply chain, marketing, and corporate functions.","Employee-related costs account for $338M of cumulative charges; non-cash asset write-offs also included.","Restructuring funded from operating cash; aims to rebuild gross and operating margins by FY2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185599,"accession_number":"0001001250-24-000241","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Richard D. Parsons retires from Estée Lauder board due to health reasons","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Richard D. Parsons notified the Board of his retirement effective December 3, 2024.","Parsons cited health reasons for his immediate departure from the Board.","He served as a Class II director since 1999, over 25 years on the Board.","Parsons was a member of the Nominating and ESG Committee and Compensation Committee.","The Company expressed gratitude for his contributions during his tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185598,"accession_number":"0001001250-24-000231","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Estée Lauder shareholders approve 12M share increase to incentive plan, extend to 2034","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved amendments to Fiscal 2002 Share Incentive Plan, adding 12,000,000 shares to the pool.","Plan now requires minimum 12-month vesting for most awards; up to 600,000 shares may vest earlier.","Double-trigger vesting upon change in control adopted unless awards are not assumed.","Individual per-fiscal-year share cap removed for participants except non-employee directors; plan term extended to Nov 8, 2034.","Four Class I directors elected (Fribourg, Hyman, Nuñez, Sternlicht); auditor ratification and advisory say-on-pay passed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185597,"accession_number":"0001104659-24-113517","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-11-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Estée Lauder appoints Stéphane de La Faverie as CEO effective Jan 1, 2025; Freda to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stéphane de La Faverie named President and CEO, effective Jan 1, 2025; joins Board same day.","Fabrizio Freda steps down as CEO and from Board Dec 31, 2024; remains Special Advisor until June 30, 2026.","William P. Lauder steps down as Executive Chairman after Nov 8 annual meeting; retires as employee March 1, 2025, stays Board Chair.","De La Faverie's base salary $1.5M; target bonus $3M; annual equity target >= $10M starting FY2026.","Freda's base salary $2.1M during advisory; eligible for FY2026 equity award of $12.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185596,"accession_number":"0001001250-24-000174","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder Q1 net loss $156M; cuts dividend to $0.35; withdraws FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.36B (-4% YoY); reported net loss $156M ($0.43 loss per share); adjusted EPS $0.14 (+33%).","Talcum litigation settlements $159M in charges; restructuring charges $106M from Profit Recovery and Growth Plan.","Withdraws FY2025 outlook citing China/Asia travel retail uncertainty and leadership transition; Q2 guide: sales -8% to -6%, adj EPS $0.20-$0.35.","Reduces quarterly dividend to $0.35 from $0.66, payable Dec 16, 2024 to holders of record Nov 29.","CEO succession: Stéphane de La Faverie to become President and CEO effective Jan 1, 2025, succeeding Fabrizio Freda."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":3361000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202176,"accession_number":"0001001250-24-000119","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-08-20T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CEO Fabrizio Freda to retire by end of fiscal 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Fabrizio Freda, President and CEO, notified Estée Lauder on Aug 19, 2024 of his retirement.","Retirement effective at the end of fiscal year June 30, 2025.","No successor has been announced; board will conduct a search."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202175,"accession_number":"0001001250-24-000112","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder FY24 sales -2%, adj EPS -25%; Q4 organic sales +8%; FY25 cautious on China","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY24 net sales $15.61B (-2% reported, -2% organic); GAAP EPS $1.08 (-61% YoY), adj EPS $2.59 (-25% YoY).","Q4 organic sales +8% to $3.87B; adjusted operating income $349M vs $71M prior year.","Skin Care -3% for FY24 but Q4 +15% organic; Fragrance +2% FY24; Hair Care -4%.","Completed DECIEM acquisition for $859M; Dr.Jart+ goodwill impairment $471M.","FY25 outlook: expects improved performance across most areas but continued softness in China."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":15608000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202174,"accession_number":"0001001250-24-000109","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Estée Lauder appoints Akhil Shrivastava as CFO effective Nov 1, 2024; successor to Tracey Travis retiring June 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appointed Akhil Shrivastava as EVP & CFO effective Nov 1, 2024, succeeding Tracey Travis who will retire June 30, 2025.","Shrivastava's base salary set at $900k, annual bonus target $1M, and FY2025 equity award target of $1.9M.","Shrivastava joined Estée Lauder in 2015, most recently as SVP Corporate Controller; previous role included SVP & Treasurer.","Travis will serve as EVP Senior Adviser from Nov 1, 2024 until her retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202172,"accession_number":"0001001250-24-000108","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K/A","filed_at":"2024-07-23T23:59:59+00:00","items":["2.05","9.01"],"status":"ready","headline":"Estée Lauder approves $137M in new restructuring charges; cumulative $233M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Approved ~$137M in new charges for Value Chain Optimization, Enabling Function Re-Invention, and brand exits.","Cumulative restructuring charges through Jul 19 total $233M pretax ($133M restructuring, $100M other).","Actions include workforce reduction, supply chain right-sizing, and exit from unprofitable brands/markets.","Employee severance accounts for $116M of cumulative restructuring charges; asset write-offs $7M.","Total restructuring program remains within $500M-$700M range; further disclosures to follow."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202173,"accession_number":"0001001250-24-000103","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Estée Lauder CFO Tracey T. Travis to retire effective June 30, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tracey T. Travis, EVP and CFO, notified company of retirement on July 11, 2024.","Retirement effective June 30, 2025; successor not announced in the filing.","Company is The Estée Lauder Companies Inc., trading as EL on NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218231,"accession_number":"0001104659-24-069731","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["1.01","1.02","2.03","9.01"],"status":"ready","headline":"Estée Lauder enters $2.5B revolving credit facility, maturing 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $2.5B senior unsecured facility replaces the 2021 facility; entire amount is undrawn and available.","Facility matures June 7, 2029, with option to extend up to 2 additional years.","Includes $750M multicurrency sublimit (GBP, EUR, JPY, CHF) and $150M letter of credit sublimit.","Company may increase facility by up to $500M at its election.","Proceeds used for general corporate purposes; no loans were outstanding on closing date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218230,"accession_number":"0001001250-24-000072","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-06-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Estée Lauder completes DECIEM acquisition for ~$860M remaining stake","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed purchase of remaining DECIEM interests on May 31, 2024 for estimated $860M cash.","Total investment net of cash across three tranches approx $1.7B, subject to post-closing adjustments.","DECIEM's The Ordinary ranks top two in prestige skin care in U.S. and Canada as of Q1 2024.","The Ordinary is a scaling brand with net sales between $500M and $1B, expanding ELC's skin care portfolio.","DECIEM also owns NIOD and AVESTAN; headquartered in Toronto with five in-house labs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218229,"accession_number":"0001001250-24-000047","cik":1001250,"company_name":"ESTEE LAUDER COMPANIES INC","ticker":"EL","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Estée Lauder Q3 net sales $3.94B, +6% organic; adj EPS $0.97, above outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales $3.94B (+5% reported, +6% organic); diluted EPS $0.91 reported, $0.97 adjusted vs $0.47 prior-year adjusted.","Skin Care organic sales +9%, led by La Mer and Estée Lauder; Asia travel retail returned to growth.","Full-year organic net sales outlook lowered but adjusted EPS range tightened; Q4 organic growth expected 6-10%.","Profit Recovery Plan on track to deliver $1.1-$1.4B incremental operating profit in FY25-26.","YTD cash from operations $1.47B, up from $1.02B prior year; inventory progress noted."],"consensus_eps_estimate":null,"consensus_eps_actual":1.87,"consensus_revenue_estimate":null,"consensus_revenue_actual":11737000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":32995696706.10623,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}