Estee Lauder Files 2025 Annual Report

Ticker: EL · Form: 10-K · Filed: 2025-08-20T00:00:00.000Z

Sentiment: neutral

Topics: annual-report, sec-filing, cosmetics

Related Tickers: EL

TL;DR

Estee Lauder's 2025 10-K is in. All systems go for EL.

AI Summary

The Estee Lauder Companies Inc. filed its annual report for the fiscal year ended June 30, 2025. The company is incorporated in Delaware and headquartered at 767 Fifth Avenue, New York, NY. Its Class A Common Stock trades on the New York Stock Exchange under the symbol EL. The filing indicates the company has met its reporting requirements for the past 12 months and 90 days.

Why It Matters

This 10-K filing provides a comprehensive overview of Estee Lauder's financial performance and business operations for the fiscal year 2025, crucial for investors assessing the company's health and future prospects.

Risk Assessment

Risk Level: low — The filing is a standard annual report and does not indicate any immediate or unusual risks.

Key Players & Entities

FAQ

What is the primary purpose of this Form 10-K filing?

This Form 10-K is an annual report required to be filed by The Estee Lauder Companies Inc. pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 for the fiscal year ended June 30, 2025.

Where is The Estee Lauder Companies Inc. incorporated and what is its principal executive office address?

The Estee Lauder Companies Inc. is incorporated in Delaware and its principal executive offices are located at 767 Fifth Avenue, New York, New York 10153.

What class of stock does The Estee Lauder Companies Inc. have registered on the New York Stock Exchange?

The Class A Common Stock, $.01 par value, of The Estee Lauder Companies Inc. is registered on the New York Stock Exchange under the trading symbol EL.

Has The Estee Lauder Companies Inc. met its filing requirements for the preceding 12 months and 90 days?

Yes, the filing indicates that The Estee Lauder Companies Inc. has filed all reports required by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months and has been subject to such filing requirements for the past 90 days.

Does The Estee Lauder Companies Inc. submit Interactive Data Files electronically?

The filing indicates that The Estee Lauder Companies Inc. has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T during the preceding 12 months.

Filing Stats: 4,420 words · 18 min read · ~15 pages · Grade level 13.8 · Accepted 2025-08-20 12:27:37

Filing Documents

Business

Business 2 Item 1A.

Risk Factors

Risk Factors 17 Item 1B. Unresolved Staff Comments 24 Item 1C. Cybersecurity 24 Item 2.

Properties

Properties 25 Item 3.

Legal Proceedings

Legal Proceedings 25 Item 4. Mine Safety Disclosures 26 Part II: Item 5. Market for Registrant's Common Equity, Related Stockholder Matters and Issuer Purchases of Equity Securities 27 Item 6. [Reserved] 28 Item 7.

Management's Discussion and Analysis of Financial Condition and Results of Operations

Management's Discussion and Analysis of Financial Condition and Results of Operations 29 Item 7A.

Quantitative and Qualitative Disclosures About Market Risk

Quantitative and Qualitative Disclosures About Market Risk 57 Item 8.

Financial Statements and Supplementary Data

Financial Statements and Supplementary Data 57 Item 9. Changes in and Disagreements with Accountants on Accounting and Financial Disclosure 57 Item 9A.

Controls and Procedures

Controls and Procedures 57 Item 9B. Other Information 58 Item 9C. Disclosure Regarding Foreign Jurisdictions that Prevent Inspections 58 Part III: Item 10. Directors, Executive Officers and Corporate Governance 59 Item 11.

Executive Compensation

Executive Compensation 59 Item 12.

Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters

Security Ownership of Certain Beneficial Owners and Management and Related Stockholder Matters 59 Item 13. Certain Relationships and Related Transactions, and Director Independence 60 Item 14. Principal Accounting Fees and Services 60 Part IV: Item 15. Exhibits, Financial Statement Schedules 61 Item 16. Form 10-K Summary 68

Signatures

Signatures 69 Table of Contents Cautionary Note Regarding Forward-Looking Information and Risk Factors This Annual Report on Form 10-K includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may address our expectations regarding sales, earnings or other future financial performance and liquidity, other performance measures, product introductions, entry into new geographic regions, information technology initiatives, new methods of sale, our long-term strategy, restructuring and other charges and resulting cost savings, and future operations or operating results. Although we believe our expectations are based on reasonable assumptions within the bounds of our knowledge of our business and operations, we cannot assure that actual results will not differ materially from our expectations. Factors that could cause actual results to differ from expectations are described herein; in particular, see "Item 7. Management's Discussion and Analysis of Financial Condition and Results of Operations – Cautionary Note Regarding Forward-Looking Information." In addition, there is a discussion of risks associated with an investment in our securities, see "Item 1A. Risk Factors." Unless the context requires otherwise, references to "we," "us," "our" and the "Company" refer to The Este Lauder Companies Inc. and its subsidiaries. PART I

Business

Item 1. Business. The Este Lauder Companies Inc., founded in 1946 by Este and Joseph Lauder, is one of the world's leading manufacturers, marketers and sellers of quality skin care, makeup, fragrance and hair care products. We are a steward of over 20 luxury and prestige brands globally. Since the initial launch of the Este Lauder brand in the United States, we have significantly expanded our consumer reach to approximately 150 countries and territories. We operate as a wholesaler, with our products sold in brick-and-mortar locations and on various e-commerce platforms, including those operated by department stores, duty-free retailers, specialty-multi retailers, online pure players, upscale perfumeries and pharmacies, and top-tier salons and spas. Additionally, we operate a direct-to-consumer business across freestanding stores, our brands' websites and third-party online platforms. In February 2025, we embarked on "Beauty Reimagined," a strategic vision which focuses on accelerating best-in-class consumer coverage, creating transformative innovation, boosting consumer-facing investments, fueling sustainable growth through bold efficiencies and reimagining the way we work. We have been controlled by the Lauder family since the founding of our Company. Members of the Lauder family, some of whom are directors, executive officers and/or employees, beneficially own, directly or indirectly, as of August 13, 2025, shares of our Company's Class A Common Stock and Class B Common Stock having approximately 84% of the outstanding voting power of the Common Stock. 2 Table of Contents Products Skin Care - Our broad range of skin care products address various skin care needs. These products include moisturizers, serums, cleansers, toners, eye care, body care, exfoliators, acne and oil correctors, facial masks and sun care products. Makeup - We offer an extensive array of makeup products across shades and colors. Our full array of makeup products includes foundatio

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