The Estée Lauder Companies Inc.

NYSE:EL Stock Report

Market Cap: US$41.0b

Estée Lauder Companies Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Stephane de la Faverie

Chief executive officer

US$9.6m

Total compensation

CEO salary percentage14.30%
CEO tenure1yr
CEO ownership0.004%
Management average tenure1.3yrs
Board average tenure16yrs

Recent management updates

Recent updates

Estee Lauder: Beauty Reimagined Still Does Not Support Current Valuation

Dec 29

The Estée Lauder Companies Inc. (NYSE:EL) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Dec 19
The Estée Lauder Companies Inc. (NYSE:EL) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Estée Lauder Companies (NYSE:EL) Will Pay A Dividend Of $0.35

Nov 05
Estée Lauder Companies (NYSE:EL) Will Pay A Dividend Of $0.35

The Estée Lauder Companies Inc. (NYSE:EL) Just Reported And Analysts Have Been Lifting Their Price Targets

Aug 22
The Estée Lauder Companies Inc. (NYSE:EL) Just Reported And Analysts Have Been Lifting Their Price Targets

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

Aug 10
Estimating The Fair Value Of The Estée Lauder Companies Inc. (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected

Jul 03
The Estée Lauder Companies Inc. (NYSE:EL) Stock Rockets 33% As Investors Are Less Pessimistic Than Expected

Estee Lauder: Do Not Expect Beauty Reimagined To Turnaround The Company In The Short Term

Apr 15

The Price Is Right For The Estée Lauder Companies Inc. (NYSE:EL) Even After Diving 28%

Apr 07
The Price Is Right For The Estée Lauder Companies Inc. (NYSE:EL) Even After Diving 28%

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

Mar 24
When Should You Buy The Estée Lauder Companies Inc. (NYSE:EL)?

Why Did Warren Buffett Invest In Gillette But Not In Estee Lauder And e.l.f. Beauty?

Mar 10

What You Can Learn From The Estée Lauder Companies Inc.'s (NYSE:EL) P/S

Feb 21
What You Can Learn From The Estée Lauder Companies Inc.'s (NYSE:EL) P/S

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

Oct 29

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

Oct 18

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

Sep 15

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

Aug 21

CEO Compensation Analysis

How has Stephane de la Faverie's remuneration changed compared to Estée Lauder Companies's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

-US$930m

Jun 30 2025US$10mUS$1m

-US$1b

Mar 31 2025n/an/a

-US$871m

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 ($USD9.61M) is about average for companies of similar size in the US market ($USD13.25M).

Compensation vs Earnings: Stephane's compensation has increased whilst the company is unprofitable.


CEO

Stephane de la Faverie (51 yo)

1yr
Tenure
US$9,613,508
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 & Director1yrUS$9.61m0.0042%
$ 1.7m
Akhil Shrivastava
Executive VP & CFO1.2yrsUS$3.67m0.0013%
$ 541.0k
Rashida La Lande
Executive VP & General Counsel1.4yrsUS$10.89mno data
Jane Hudis
Executive VP & Chief Brand Officer5.5yrsUS$6.85m0.0076%
$ 3.1m
Brian Franz
Chief Technologyless than a yearno datano data
Deborah Krulewitch
Senior Vice President of Corporate Administrationno datano datano data
Laraine Mancini
Senior Vice President Finance & Strategy & Head of Investor Relations7.7yrsno datano data
Meridith Webster
Chief Communications and Public Affairs Officer4.7yrsno data0%
$ 0
Aude Gandon
Chief Digital & Marketing Officerless than a yearno datano data
Michael Bowes
Executive VP & Chief People Officerless than a yearno data0.00049%
$ 200.8k
Fred Langhammer
Chairman of Global Affairs21.5yrsUS$7.22mno data
Phebe Port
Senior VP of Global Management Strategies and Chief of Staff to the President & CEOno datano datano data
1.3yrs
Average Tenure
54yo
Average Age

Experienced Management: EL's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Stephane de la Faverie
CEO, President & Director1yrUS$9.61m0.0042%
$ 1.7m
William Lauder
Chairman30yrsUS$111.00k2.37%
$ 970.0m
Barry Sternlicht
Independent Director21.5yrsUS$282.99k0.020%
$ 8.1m
Ronald Lauder
Chairman of Clinique Laboratoriesno datano data1.34%
$ 548.0m
Paul Fribourg
Independent Director19.8yrsUS$309.99k0.0011%
$ 454.9k
Gary Lauder
Director2.2yrsUS$440.63k0.016%
$ 6.4m
Richard Zannino
Lead Independent Director16yrsUS$334.49k0.0034%
$ 1.4m
Charlene Barshefsky
Independent Director25yrsUS$361.04k0.022%
$ 9.1m
Jane Lauder
Director16.5yrsUS$50.00k6.22%
$ 2.5b
Jennifer Tejada
Independent Director7.8yrsUS$297.99k0.00056%
$ 229.5k
Jennifer Hyman
Independent Director7.8yrsUS$294.99k0.00065%
$ 266.4k
Arturo Nunez
Independent Director3.8yrsUS$294.99k0%
$ 0
16.0yrs
Average Tenure
63.5yo
Average Age

Experienced Board: EL's board of directors are seasoned and experienced ( 16 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/12 17:14
End of Day Share Price 2026/01/12 00:00
Earnings2025/09/30
Annual Earnings2025/06/30

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 39 analysts. 23 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
Lauren LiebermanBarclays
Lauren LiebermanBarclays