Form 8-K · Current report
The Estée Lauder Companies 8-K, filed Nov 4, 2026
- Filed
- CIK
- 0001001250
- Accession no.
- 0001001250-26-000066
Summary
The Estée Lauder Companies announced a fiscal 2030 ambition at its Capital Markets Experience: China Ecosystem Immersion event in Shanghai, targeting sustainable mid-single-digit organic net sales growth through fiscal 2030, an adjusted operating margin of 16.5%-18.5% in fiscal 2030, and double-digit adjusted diluted EPS growth. CEO Stéphane de La Faverie and CFO Akhil Shrivastava said the targets build on the company's Beauty Reimagined strategy and One ELC operating model while expanding profitability.
Key points
- The Estée Lauder Companies said its fiscal 2027 outlook reflects accelerating organic sales growth and another year of significant profitability improvement.
- Margin expansion is expected to be greater in fiscal 2028 than in fiscal 2029 and 2030, reflecting a full-year run-rate of benefits from Profit Recovery and Growth Plan initiatives approved through fiscal 2027.
- The company targets an adjusted effective tax rate of 30% or below by fiscal 2030.
- It expects restructuring and other charges of roughly $40 million to $50 million before taxes in fiscal 2028, and said the acquisition of Forest Essentials is expected to affect net sales in the fiscal 2028 first quarter.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 7.01 Regulation FD Disclosure On November 4, 2026, The Estée Lauder Companies Inc. (the “Company”) webcast presentations (https://www.elcompanies.com/investors/events-and-presentations) from its Capital Markets Experience: China Ecosystem Immersion event in Shanghai, China. During this event, the Company announced its fiscal 2030 ambition and discussed its long-term strategy to drive sustainable growth and strong profitability. Exhibit 99.1 through Exhibit 99.10 contain the Company’s press release from the event and presentation materials. The information set forth herein and in the exhibits is furnished but not filed. The exhibits furnished hereto include certain non-GAAP measures. …
An excerpt of the text as filed with the SEC, cut for length.
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