Estee Lauder Companies, Inc. (the) · NYSE:EL
Estee Lauder Companies, Inc. (the) — Investor Day (November 2026)
6 slides from Estee Lauder Companies, Inc. (the)'s investor day presentation, Nov 4, 2026
Slide 1: Elevating Brand Leadership Through Online Excellence and Innovation
Ginger Yang SVP/GENERAL MANAGER—ESTÉE LAUDER, CHINA ELEVATING BRAND LEADERSHIP THROUGH ONLINE EXCELLENCE AND INNOVATION Exhibit 99.5
Slide 2: Estée Lauder: #1 Prestige Beauty Brand for Chinese Consumers
ESTÉE LAUDER: #1 PRESTIGE BEAUTY BRAND FOR CHINESE CONSUMERS Notes: 1. Brand Health Tracking, FY26Q1; 2. Chinese Consumer = Travel Retail APAC + China + Hong Kong SAR 3. Beauté Research 4. Department stores / freestanding stores #1 PRESTIGE BEAUTY BRAND Among Chinese Total Consumers2 #1 PRESTIGE BEA
Slide 3: Action Plan Priorities
Action Plan Priority #1 ACCELERATE BEST- IN-CLASS CONSUMER COVERAGE Accelerate consumer coverage through online excellence Action Plan Priority #2 CREATE TRANSFORMATIVE INNOVATION Advance industry-leading, cutting edge, and comprehensive skin longevity science and ingredients
Slide 4: Accelerate Best-in-Class Consumer Coverage: Transform Online Retail
Action Plan Priority #1 | Accelerate Best-in-Class Consumer Coverage TRANSFORM ONLINE RETAIL INTO A POWERFUL EXPERIENCE AND BRAND-BUILDING ENGINE Notes: 1. Beauté Research, FY26 CONSUMERS ~3.8M Through Online Channels | As of FY26 +17% ESTÉE LAUDER ONLINE RETAIL SALES GROWTH | FY26 vs. FY25 ONLINE P
Slide 5: Create Transformative Innovation: Driving Longevity Leadership
Action Plan Priority #2 | Create Transformative Innovation DRIVING LONGEVITY LEADERSHIP THROUGH ACCELERATED INNOVATION FY26 INNOVATION OF TOTAL BUSINESS ~26% Notes: 1. Beauté Research, first launch year #2 Luxury Eye Care1 #4 Luxury Cream1 #4 Luxury Lotion1 ~$15M retail sales In first 2 months 1.2M
Slide 6: Future Forward: Redefine the New Pinnacle of Prestige Beauty
AMPLIFY CONTENT COMMERCE Action Plan Priority #1 Accelerate Best-in-Class Consumer Coverage LEAD IN CONTENT E-COMMERCE CONNECT ONLINE TO OFFLINE LONGEVITY 2.0 Action Plan Priority #2 Create Transformative Innovation GLOBAL FOR CHINA CHINA FOR CHINA FUTURE FORWARD: REDEFINE THE NEW PINNACLE OF PRESTI
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