Estee Lauder Files 8-K Amendment
Ticker: EL · Form: 8-K/A · Filed: Dec 1, 2025 · CIK: 1001250
Sentiment: neutral
Topics: restructuring, amendment, disposal
Related Tickers: EL
TL;DR
Estee Lauder filed an 8-K amendment for disposal costs - details TBD.
AI Summary
The Estée Lauder Companies Inc. filed an amendment (No. 4) to its Form 8-K on February 1, 2024, related to costs associated with exit or disposal activities. The filing does not provide specific dollar amounts or details regarding the nature of these activities, but it updates previously reported information.
Why It Matters
This amendment updates the market on potential restructuring or disposal costs, which could impact the company's financial performance and future strategy.
Risk Assessment
Risk Level: medium — Amendments to 8-K filings, especially concerning disposal activities, can signal significant business changes or financial impacts that warrant closer investor scrutiny.
Key Players & Entities
- The Estée Lauder Companies Inc. (company) — Registrant
- February 1, 2024 (date) — Date of Report
- 767 Fifth Avenue, New York, New York 10153 (address) — Principal executive offices
FAQ
What specific exit or disposal activities are being reported in this amendment?
The filing does not specify the exact nature of the exit or disposal activities, only that it is an amendment related to Item Information: Cost Associated with Exit or Disposal Activities.
What is the significance of Amendment No. 4?
Amendment No. 4 indicates that this is a revised filing, updating previously submitted information regarding the cost associated with exit or disposal activities.
When was the original event reported or when is the earliest event reported?
The earliest event reported is February 1, 2024, which is also the date of the report.
What is the company's primary business as indicated by its SIC code?
The company's Standard Industrial Classification (SIC) code is 2844, which corresponds to 'Perfumes, Cosmetics & Other Toilet Preparations'.
Where is The Estée Lauder Companies Inc. headquartered?
The company's principal executive offices are located at 767 Fifth Avenue, New York, New York 10153.
Filing Stats: 1,335 words · 5 min read · ~4 pages · Grade level 16.7 · Accepted 2025-12-01 16:33:06
Key Financial Figures
- $500 million — ring and other charges totaling between $500 million and $700 million (before tax), and the
- $700 million — arges totaling between $500 million and $700 million (before tax), and the Company was unabl
- $1,200 million — itiatives are expected to total between $1,200 million and $1,600 million (before tax). At the
- $1,600 million — ted to total between $1,200 million and $1,600 million (before tax). At the time the Company f
- $1,137 million — ring and other charges of approximately $1,137 million (before tax) in connection with initiat
Filing Documents
- el-20240201.htm (8-K/A) — 60KB
- 0001001250-25-000115.txt ( ) — 179KB
- el-20240201.xsd (EX-101.SCH) — 2KB
- el-20240201_lab.xml (EX-101.LAB) — 22KB
- el-20240201_pre.xml (EX-101.PRE) — 13KB
- el-20240201_htm.xml (XML) — 3KB
05 Costs Associated with Exit or Disposal Activities
Item 2.05 Costs Associated with Exit or Disposal Activities. As announced on November 1, 2023, The Este 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 restructuring program was expected to result in restructuring and other charges totaling between $500 million and $700 million (before tax), and the Company was unable to make a determination of the estimated amount or range of amounts to be incurred by major cost type and future cash expenditures pursuant to the restructuring program. After reviewing additional potential initiatives and the progress of previously approved initiatives, on February 3, 2025, the Company committed to the expansion of the PRGP, including an expansion of the restructuring program and filed a Current Report on Form 8-K on February 4, 2025. The expanded component of the restructuring program began during the Company's fiscal 2025 third quarter. The focus of the overall expanded restructuring program (collectively the "Restructuring Program") includes (i) reorganization and rightsizing of certain areas, (ii) simplification and acceleration of processes, (iii) outsourcing of select services and (iv) evolution of go-to-market footprint and selling models. Cumulative initiatives under the Restructuring Program are expected to be approved by the end of fiscal 2026 and substantially completed by the end of fiscal 2027. The Restructuring 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
01 Financial Statements and Exhibits
Item 9.01 Financial Statements and Exhibits. (d) Exhibits Exhibit No. Description 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). 3
SIGNATURES
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 ESTE LAUDER COMPANIES INC. Date: December 1, 2025 By: /s/ Akhil Shrivastava Akhil Shrivastava Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer) 4