8-K/A
filed December 1, 2025, 6:59 PM ET
ticker EL
CIK 0001001250
other material
confidence high
sentiment neutral
materiality 0.70
Estée Lauder expands restructuring program; cumulative charges approved total $1.137B through Nov 29, 2025
ESTEE LAUDER COMPANIES INC
- 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.
Machine-readable event card
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Items 2.02, 2.05, 7.01, 9.01
same fact type: restructuring_charge
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same event type: other_material
similar materiality
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same fact type: restructuring_charge
same SEC item: 2.05, 9.01
same event type: other_material
similar materiality
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Program includes a number of initiatives, and the Company estimates that restructuring and other charges to implement those initiatives are expected to total between $1,200 million and $1,600 million (before tax). At the time the Company filed the Current Report on Form 8-K on February 4, 2025, the Company was unable to make a determination of the estimated
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same fact type: restructuring_charge
same SEC item: 2.05, 9.01
same event type: other_material
similar materiality
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similar materiality
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EL
Estée Lauder expands restructuring; cumulative approved charges $1.367B
ESTEE LAUDER COMPANIES INC
April 1, 2026, 7:59 PM ET
other_material
Items 2.05, 9.01
same fact type: restructuring_charge
same SEC item: 2.05, 9.01
same event type: other_material
similar materiality
This filing
Program includes a number of initiatives, and the Company estimates that restructuring and other charges to implement those initiatives are expected to total between $1,200 million and $1,600 million (before tax). At the time the Company filed the Current Report on Form 8-K on February 4, 2025, the Company was unable to make a determination of the estimated
Comparable filing
Cumulative charges approved through March 31, 2026 $ 15 $ 3 $ 976 $ 373 $ 1,367
Filing page
SEC filing
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