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12:30
Aug 19 ◎

EL FY2026 Q4 Watch

Estee Lauder Companies, Inc. (The) (EL) FY2026 Q4 Earnings Call

SHOP META EL WPP ▾

Stephane de La Faverie

Estee Lauder is migrating its direct-to-consumer e-commerce platform to Shopify, representing a significant new enterprise client for Shopify and a major shift in the beauty company's tech stack.

"We launched macusbrand.com on Shopify last week, the first of many deployments online and in-store across brands around the world in fiscal 27"

SHOP WATCH

Stephane de La Faverie

The new unified global media model with WPP is being deployed rapidly, with over 1,500 campaigns already launched and AI being used for real-time personalization. — This confirms a major consolidation of a large advertiser's media spend under WPP and signals a fast shift towards AI-driven performance marketing, benefiting both WPP and Meta.

"we expanded our collaboration with Meta, leveraging their AI-powered tool built for advertising, conversational commerce, and adjunct messaging"

META WATCH WPP WATCH

Stephane de La Faverie

Management's tone is strongly positive, with raised FY27 operating margin guidance and an expectation to accelerate organic sales growth, driven by a diversified turnaround particularly in North America and makeup.

"for Fiscal 27, we expect organic net sales growth in the range of 3-5%, reflecting more diversified growth across product categories and geographic regions."

EL WATCH

HIGH

12:30
May 01 ◎

EL FY2026 Q3 Watch

Estee Lauder Companies, Inc. (The) (EL) FY2026 Q3 Earnings Call

ACN SHOP LVMUY EL NKE ▾

Stephane Delafabrie

EL is rapidly consolidating vendors and infrastructure with Accenture, signifying a major business process transformation program that is progressing ahead of schedule.

"We have completed go-live across consumer care, CRM, and tech infrastructure, and are pleased with the early proof point that we have achieved in record time."

ACN WATCH

Stephane Delafabrie

EL's adoption of Shopify as its D2C platform is a significant win for Shopify, expanding its footprint in the prestige beauty sector.

"we elected to modernize our direct-to-consumer omnichannel experience with Shopify."

SHOP WATCH

Stephane Delafabrie

The new Mac launch at Sephora was the #1 brand for the month of March, indicating a pent-up demand for the brand in the channel. — The success of this launch could put pressure on other brands in the prestige makeup space to secure prime placement in Sephora.

"In March, we strengthened our ties and specialty multis with Mac's much-anticipated entry into the U.S. Sephora. For the month, Mac was the number one lead brand in makeup across the Sephora stores where it launched."

LVMUY WATCH

Stephane Delafabrie

Management raised FY26 guidance and provided a strong initial FY27 outlook with accelerating sales growth and significant margin expansion, driven by cost savings and improving market share.

"we raised our fiscal 26 outlook and offered our preliminary view on fiscal 27. We do so with confidence in the trajectory of our business"

EL WATCH

Stephane Delafabrie

EL is aggressively exiting unproductive department store doors to shift toward high-growth channels like Amazon and specialty retail, with ~70% of the expanded restructuring program related to beauty advisors. — This signals a broader retail landscape shift away from traditional department stores, impacting any company whose revenue is overly dependent on this channel.

"This includes the expansion of the position impacted, which largely reflects the anticipated exit of select and productive doors in department stores and freestanding store channels"

NKE WATCH

HIGH

13:30
Feb 05 ◎

EL FY2026 Q2 Watch

Estee Lauder Companies, Inc. (The) (EL) FY2026 Q2 Earnings Call

AMZN BYTEDANCE ACN 601888.SS AVOL.SW ▾

Stéphane Delafavre

Estee Lauder sees Amazon as a key high-growth channel for expansion, driving online sales growth and broader consumer reach.

"We expanded our presence on Amazon Premium beauty stores, now with 12 brands across 10 markets."

AMZN WATCH

Stéphane Delafavre

Expanding into TikTok Shop is a key initiative to capture growth in emerging social commerce channels, particularly for makeup brands like MAC and Clinique.

"We also announced our brand reach on TikTok shop in the US and Southeast Asia and launched our first brand in the UK and Germany."

BYTEDANCE WATCH

Akhil Srivastava

A major new outsourcing partnership with Accenture to transform Estee Lauder's shared services, expected to drive significant efficiencies but will incur near-term transition costs.

"selecting Accenture to transform how we deliver select shared services globally as we accelerate the deployment of AI throughout the organization."

ACN WATCH

Stéphane Delafavre

CDFG is a key strategic partner taking over travel retail concessions in Beijing/Shanghai airports, creating a transitional headwind but expected to be a long-term growth driver.

"we are in the process of putting the right GDP to make sure that we can accelerate in the course, the remaining course of this fiscal year, but frankly, beyond."

601888.SS WATCH

Stéphane Delafavre

Avolta is a key global travel retail partner helping to diversify Estee Lauder's travel retail business and take over concessions in Asia.

"We have very strong partnership with CDF, with OneFujing, with Ovalta. locally and globally."

AVOL.SW WATCH

Stéphane Delafavre

Launching MAC at Sephora in the US is a major strategic move to regain distribution in the high-growth specialty multi channel, potentially a significant volume and share driver.

"We are about to enter, we are weeks away to enter Sephora US with Mac, which is going to be a big game changer for the brand."

LVMUY WATCH

Stéphane Delafavre

Shopify is part of Estee Lauder's new operating ecosystem to improve e-commerce capabilities and scalability.

"This exciting partnership adds to the ecosystem we are building with leading technology providers, including Microsoft, Google, and Shopify, to fuel our ambition to be the best consumer-centric prestige beauty company."

SHOP WATCH

Stéphane Delafavre

Microsoft is a key technology partner for Estee Lauder's AI and digital transformation initiatives.

MSFT WATCH

Stéphane Delafavre

Ulta is a key high-growth specialty retail partner where Estee Lauder brands are performing strongly, contributing to market share gains.

"We're seeing a lot of strong performance with Estée Lauder and MAC at Ulta."

ULTA WATCH

Stéphane Delafavre

Google is a key technology partner for Estee Lauder's cloud and AI initiatives.

GOOGL WATCH

Stéphane Delafavre

Management raised fiscal 2026 guidance and explicitly stated the goal to hit the top end of the range, signaling strong confidence in the turnaround's momentum.

"And I want to be very clear that there's no misunderstanding from anybody. We are going for the top end of the new guidance that we are giving both in top line and bottom line for this fiscal year."

EL WATCH

HIGH

12:30
Oct 30 ◎

EL FY2026 Q1 Watch

Estee Lauder Companies, Inc. (The) (EL) FY2026 Q1 Earnings Call

SHOP ▾

Stephane De La Fabrie

Partnership to modernize DTC operations indicates Shopify is gaining a major beauty sector client, validating its platform's appeal in the premium retail segment.

"We are therefore thrilled to announce our new partnership with Shopify to modernize and scale our direct-to-consumer business in a phased approach, creating a best-in-class omnichannel consumer experience globally."

SHOP WATCH

HIGH

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