The Estée Lauder Companies Inc.

NYSE:EL Stock Report

Market Cap: US$25.7b

Estée Lauder Companies Management

Management criteria checks 3/4

Estée Lauder Companies' CEO is Stephane de la Faverie, appointed in Jan 2025, has a tenure of less than a year. total yearly compensation is $5.94M, comprised of 21.1% salary and 78.9% bonuses, including company stock and options. directly owns 0.003% of the company’s shares, worth $793.63K. The average tenure of the management team and the board of directors is 3.8 years and 11 years respectively.

Key information

Stephane de la Faverie

Chief executive officer

US$5.9m

Total compensation

CEO salary percentage21.1%
CEO tenureless than a year
CEO ownership0.003%
Management average tenure3.8yrs
Board average tenure11yrs

Recent management updates

Recent updates

Estée Lauder Continues To Disappoint (Rating Downgrade)

Feb 06

Estee Lauder Earnings Preview: Need To See Execution Before Buying

Jan 29

Estee Lauder: The Road To Recovery Remains Cloudy

Dec 29

Estee Lauder: A Promising Corporate Workout Situation

Nov 20

Estée Lauder Companies' (NYSE:EL) Dividend Will Be Reduced To $0.35

Nov 03
Estée Lauder Companies' (NYSE:EL) Dividend Will Be Reduced To $0.35

Estée Lauder: China's Stimulus May Not Be Enough To Cover The Cracks

Oct 29

Are Investors Undervaluing The Estée Lauder Companies Inc. (NYSE:EL) By 27%?

Oct 28
Are Investors Undervaluing The Estée Lauder Companies Inc. (NYSE:EL) By 27%?

Estee Lauder: It Pays Off To Have A Contrarian View (Rating Upgrade)

Oct 18

Some Confidence Is Lacking In The Estée Lauder Companies Inc.'s (NYSE:EL) P/S

Oct 15
Some Confidence Is Lacking In The Estée Lauder Companies Inc.'s (NYSE:EL) P/S

Estée Lauder: Weak Recovery Is Increasingly In The Price (Rating Upgrade)

Sep 15

Estée Lauder Companies (NYSE:EL) Has Affirmed Its Dividend Of $0.66

Aug 22
Estée Lauder Companies (NYSE:EL) Has Affirmed Its Dividend Of $0.66

Estee Lauder: From Adored To Rejected - Let's Look Under The Facemask

Aug 21

When Should You Buy The Estée Lauder Companies Inc. (NYSE:EL)?

Aug 16
When Should You Buy The Estée Lauder Companies Inc. (NYSE:EL)?

Estee Lauder: The Time To Buy Has Finally Come

Jul 23

Estée Lauder Companies (NYSE:EL) May Have Issues Allocating Its Capital

Jul 18
Estée Lauder Companies (NYSE:EL) May Have Issues Allocating Its Capital

Calculating The Fair Value Of The Estée Lauder Companies Inc. (NYSE:EL)

Jun 17
Calculating The Fair Value Of The Estée Lauder Companies Inc. (NYSE:EL)

Why We're Not Concerned About The Estée Lauder Companies Inc.'s (NYSE:EL) Share Price

Jun 03
Why We're Not Concerned About The Estée Lauder Companies Inc.'s (NYSE:EL) Share Price

Diversifying With Prestige: The Case For Estee Lauder In A Long-Term Portfolio

May 21

The Estée Lauder Companies Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

May 03
The Estée Lauder Companies Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Estée Lauder: Q3 Results Point To Ongoing Challenges

May 03

Why The Estée Lauder Companies Inc. (NYSE:EL) Could Be Worth Watching

Apr 07
Why The Estée Lauder Companies Inc. (NYSE:EL) Could Be Worth Watching

Estee Lauder: Not A Bargain At Current Levels

Mar 19

Be Wary Of Estée Lauder Companies (NYSE:EL) And Its Returns On Capital

Mar 10
Be Wary Of Estée Lauder Companies (NYSE:EL) And Its Returns On Capital

The Estée Lauder Companies Inc.'s (NYSE:EL) Intrinsic Value Is Potentially 34% Above Its Share Price

Feb 26
The Estée Lauder Companies Inc.'s (NYSE:EL) Intrinsic Value Is Potentially 34% Above Its Share Price

Estee Lauder: Recovery Has Been Priced Into A Good Extent

Feb 06

Estee Lauder: Time To Load Before The Market Realizes It

Jan 29

My Wife Says Buy Estee Lauder's Brand On Sale While Supplies Last

Dec 25

Estée Lauder: Wait For Signs Of Improvement Before Buying

Nov 23

CEO Compensation Analysis

How has Stephane de la Faverie's remuneration changed compared to Estée Lauder Companies's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2024n/an/a

-US$700m

Sep 30 2024n/an/a

US$203m

Jun 30 2024US$6mUS$1m

US$390m

Compensation vs Market: Stephane's total compensation ($USD5.94M) is below average for companies of similar size in the US market ($USD12.50M).

Compensation vs Earnings: Insufficient data to compare Stephane's compensation with company performance.


CEO

Stephane de la Faverie (50 yo)

less than a year

Tenure

US$5,936,922

Compensation

Mr. Stephane de la Faverie is CEO, President & Director of The Estée Lauder Companies Inc. from January 1, 2025 and served as Executive Group President from 2022 to January 1, 2025. He served as Group Pres...


Leadership Team

NamePositionTenureCompensationOwnership
Stephane de la Faverie
CEO, President & Directorless than a yearUS$5.94m0.0031%
$ 793.6k
Jane Hudis
Executive Group President4.6yrsUS$7.21m0.0063%
$ 1.6m
Tracey Travis
Executive Officerless than a yearUS$7.95m0.013%
$ 3.4m
Akhil Shrivastava
Executive VP & CFOless than a yearno data0.00066%
$ 169.5k
Deborah Krulewitch
Senior Vice President of Corporate Administrationno datano datano data
Laraine Mancini
Senior Vice President Finance & Strategy & Head of Investor Relations6.8yrsno datano data
Rashida La Lande
Executive VP & General Counselless than a yearno datano data
Meridith Webster
Executive Vice President of Global Communications & Public Affairs3.8yrsno data0.00089%
$ 228.6k
Michael O'Hare
Executive Vice President of Global Human Resources11.4yrsno data0.0027%
$ 680.6k
Fred Langhammer
Chairman of Global Affairs20.6yrsUS$7.22mno data
Phebe Port
Senior VP of Global Management Strategies and Chief of Staff to the President & CEOno datano datano data
Lewis Rice
Senior Vice President of Global Security & Trademark Protectionno datano datano data

3.8yrs

Average Tenure

54yo

Average Age

Experienced Management: EL's management team is considered experienced (3.8 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Stephane de la Faverie
CEO, President & Directorless than a yearUS$5.94m0.0031%
$ 793.6k
William Lauder
Chairman29.1yrsUS$6.94m2.37%
$ 608.8m
Barry Sternlicht
Independent Director20.6yrsUS$282.97k0.020%
$ 5.1m
Paul Fribourg
Independent Director18.8yrsUS$309.97k0.0011%
$ 285.1k
Gary Lauder
Director1.3yrsUS$249.97k0.016%
$ 4.0m
Richard Zannino
Independent Director15.1yrsUS$311.97k0.0023%
$ 585.6k
Charlene Barshefsky
Independent Presiding Director24.1yrsUS$402.54k0.022%
$ 5.7m
Lynn de Rothschild
Independent Director25.1yrsUS$282.97k0.0042%
$ 1.1m
Jennifer Tejada
Independent Director6.8yrsUS$294.22k0.00056%
$ 143.8k
Jennifer Hyman
Independent Director6.8yrsUS$292.97k0.00065%
$ 166.9k
Wei Dong
Independent Director2.6yrsUS$532.21k0%
$ 0
Arturo Nunez
Independent Director2.8yrsUS$292.97k0%
$ 0

11.0yrs

Average Tenure

62.5yo

Average Age

Experienced Board: EL's board of directors are seasoned and experienced ( 11 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/20 22:29
End of Day Share Price 2025/02/20 00:00
Earnings2024/12/31
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Estée Lauder Companies Inc. is covered by 50 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John StaszakArgus Research Company
Victoria CollinAtlantic Equities LLP
Ishan MajumdarBaptista Research