Source-grounded facts extracted from ESTEE LAUDER COMPANIES INC's SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
ESTEE LAUDER COMPANIES INC reported third quarter ended March 31, 2026 results: revenue $ 3,712, net income $ 249, EPS $ .24. Guidance raised.
“24 FISCAL 2026 THIRD QUARTER SELECT FINANCIAL RESULTS (unaudited) 1,2,3 Three Months Ended March 31 Percentage Change ($ in millions, except per share data) 2026 2025 Net Sales $ 3,712 $ 3,550 5 % Organic Net Sales, Non-GAAP 1,2 $ 3,611 $ 3,550 2 % Other Financial Results: Gross Profit $ 2,836 $ 2,661 7 % Gross Margin 76.4 % 75.0 % Adjusted Gross Profit,”
Restructurings & Charges
ESTEE LAUDER COMPANIES INC announced a restructuring with charges of PRGP Restructuring Program expansion approved Feb 3, 2025 affecting global marketing and creative operating model, reorganization and rightsizing of certain areas, simplification and acceleration of processes, outsourcing of select services, evolution of go-to-market (employee severance through a net reduction in workforce).
“Subsequent to January 30, 2026, the Company approved initiatives under the Restructuring Program, primarily relating to the following: • Future of Brand-led Model – The Company approved initiatives to reorganize and simplify its global marketing and creative operating model to make it leaner, faster and more agile and drive greater efficiency and effectiveness. These activities will primarily result in employee severance through a net reduction in workforce.”
Restructurings & Charges
ESTEE LAUDER COMPANIES INC announced a restructuring with charges of $1,200 million to $1,600 million affecting Enterprise Business Services (a net reduction in workforce).
“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”
Restructurings & Charges
ESTEE LAUDER COMPANIES INC announced a restructuring with charges of approximately $747 million (before tax) affecting supply chain, research and development, corporate functions, and brand-led model functions.
“the Company expects to record cumulative restructuring and other charges of approximately $747 million (before tax) in connection with initiatives approved since inception of the Restructuring Program through July 30, 2025”
Eric Zinterhofer was elected as Class II director at ESTEE LAUDER COMPANIES INC.
“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.”
Eric Zinterhofer was elected as Class II Director at ESTEE LAUDER COMPANIES INC.
“Eric Zinterhofer, 53, has been elected by the Board as a Class II director, as Mr. R. Lauder’s designee under the Stockholders’ Agreement.”
Ronald S. Lauder departed as Board Member at ESTEE LAUDER COMPANIES INC.
“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.”
William P. Lauder changed role as Executive Chairman at ESTEE LAUDER COMPANIES INC.
“William P. Lauder will be stepping down from his role as Executive Chairman following the Annual Meeting of Stockholders on November 8, 2024.”
Fabrizio Freda resigned as Director at ESTEE LAUDER COMPANIES INC.
“Fabrizio Freda, current President and Chief Executive Officer, will transition from those offices and resign from the Company’s Board at the end of the day on December 31, 2024.”
Fabrizio Freda resigned as President and Chief Executive Officer at ESTEE LAUDER COMPANIES INC.
“Fabrizio Freda, current President and Chief Executive Officer, will transition from those offices and resign from the Company’s Board at the end of the day on December 31, 2024.”
Stéphane de La Faverie was appointed as Director at ESTEE LAUDER COMPANIES INC.
“Mr. de La Faverie will become a member of the Board effective January 1, 2025, to fill the vacancy that arises from Mr. Freda’s resignation.”
Fabrizio Freda departed as President and Chief Executive Officer at ESTEE LAUDER COMPANIES INC.
“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.”
Tracey T. Travis was appointed as Executive Vice President, Senior Adviser at ESTEE LAUDER COMPANIES INC.
“The Company announced Ms. Travis’ intention to retire June 30, 2025 in a press release on July 11, 2024 and in a current report on Form 8-K that was filed with the SEC on July 16, 2024. Effective November 1, 2024, Ms. Travis will be Executive Vice President, Senior Adviser.”
Akhil Shrivastava was appointed as Executive Vice President and Chief Financial Officer at ESTEE LAUDER COMPANIES INC.
“On July 11, 2024, The Estée Lauder Companies Inc. (the “Company”) appointed Akhil Shrivastava, as its Executive Vice President and Chief Financial Officer, effective November 1, 2024.”
Tracey T. Travis departed as Executive Vice President and Chief Financial Officer at ESTEE LAUDER COMPANIES INC.
“on July 11, 2024, Tracey T. Travis, Executive Vice President and Chief Financial Officer of The Estée Lauder Companies Inc. (the “Company”), notified the Company of her decision to retire effective June 30, 2025.”
Earnings Releases
ESTEE LAUDER COMPANIES INC reported fiscal quarter ended March 31, 2024 results: revenue $3.94 billion, net income $330 million, EPS $.91.
“The Estée Lauder Companies Inc. (NYSE: EL) today reported net sales of $3.94 billion for its third quarter ended March 31, 2024”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.