Estee Lauder Companies, Inc. (the) · NYSE:EL
Estee Lauder Companies, Inc. (the) — Investor Day (November 2026)
8 slides from Estee Lauder Companies, Inc. (the)'s investor day presentation, Nov 4, 2026
Slide 1: Advancing Luxury Artisanal Fragrance Through Signature Retail Experiences and Innovation
ADVANCING LUXURY ARTISANAL FRAGRANCE THROUGH SIGNATURE RETAIL EXPERIENCES AND INNOVATION Neo Ye VP/BRAND GENERAL MANAGER – LE LABO, KILIAN PARIS AND EDITIONS DE PARFUMS FRÉDÉRIC MALLE, CHINA Exhibit 99.9
Slide 2: Estée Lauder Companies Gained +1.0pt of Prestige Fragrance Share in FY26
ESTÉE LAUDER COMPANIES GAINED +1.0PT OF PRESTIGE FRAGRANCE SHARE1 IN FY26 Notes: 1. Beauté Research; 2. New-to-brand consumers from Jo Malone London, Le Labo, KILIAN PARIS, Editions de Parfums Frédéric Malle, and TOM FORD with fragrance in their first order LEADING GROWTH $305M | +24% CHINA DOMESTIC
Slide 3: Action Plan Priorities: Transformative Innovation and Consumer-Facing Investments
Action Plan Priority #2 CREATE TRANSFORMATIVE INNOVATION Core fragrance, scented lifestyle category, and gifting innovation to drive growth, build buzz and reinforce brand heritage Action Plan Priority #3 BOOST CONSUMER-FACING INVESTMENTS Create 360° distinctive and brand-authentic experiences that
Slide 4: Innovation: Scented Lifestyle, Gifting and Core Fragrance
Action Plan Priority #2 CREATE TRANSFORMATIVE INNOVATION SCENTED LIFESTYLE CATEGORY A Scented Lifestyle Experience Extend fragrance into lifestyle creations Build connection to everyday life High frequency items at attractive price point GIFTING AND HOLIDAY Festive exclusive designs around hero scen
Slide 5: Iconic Store Design and Personalized Experience
ICONIC STORE DESIGN & PERSONALIZED EXPERIENCE CURATE DISTINCTIVE, IMMERSIVE RETAIL SPACES SIGNATURE SERVICES: LE LABO: Fresh blending JO MALONE LONDON: Scent layering service KILIAN PARIS: Signature In-Store Cocktail Party CURATED BRAND EVENTS TOM FORD Oud Voyager Launch Event JO MALONE LONDON Limit
Slide 6: Future Forward
CREATE TRANSFORMATIVE INNOVATION Action Plan Priority #2 Maximize global key innovation in China Drive global brand innovation based on China insights FUTURE FORWARD BOOST CONSUMER-FACING INVESTMENTS Action Plan Priority #3 Drive greater impact through brand storytelling and distinctive experiences
Slide 7: Q&A
Q&A
Slide 8: Slide 8
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