The Estée Lauder Companies Inc.

NYSE:EL Stock Report

Market Cap: US$28.6b

Estée Lauder Companies Management

Management criteria checks 3/4

Estée Lauder Companies' CEO is Fabrizio Freda, appointed in Mar 2008, has a tenure of 16.75 years. total yearly compensation is $17.85M, comprised of 11.8% salary and 88.2% bonuses, including company stock and options. directly owns 0.082% of the company’s shares, worth $23.54M. The average tenure of the management team and the board of directors is 4.4 years and 15.4 years respectively.

Key information

Fabrizio Freda

Chief executive officer

US$17.9m

Total compensation

CEO salary percentage11.8%
CEO tenure16.8yrs
CEO ownership0.08%
Management average tenure4.4yrs
Board average tenure15.4yrs

Recent management updates

Recent updates

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

Estée Lauder Companies' (NYSE:EL) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Feb 12
Estée Lauder Companies' (NYSE:EL) Sluggish Earnings Might Be Just The Beginning Of Its Problems

Estee Lauder: Recovery Has Been Priced Into A Good Extent

Feb 06

Estee Lauder: Time To Load Before The Market Realizes It

Jan 29

Unpleasant Surprises Could Be In Store For The Estée Lauder Companies Inc.'s (NYSE:EL) Shares

Jan 15
Unpleasant Surprises Could Be In Store For The Estée Lauder Companies Inc.'s (NYSE:EL) Shares

Is Estée Lauder Companies (NYSE:EL) A Risky Investment?

Dec 31
Is Estée Lauder Companies (NYSE:EL) A Risky Investment?

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

Estee Lauder: Is It A Real Blue-Chip Bargain After The Decline?

Nov 06

Estée Lauder: Navigating Towards Technical Support Despite Financial Headwinds

Oct 16

CEO Compensation Analysis

How has Fabrizio Freda's remuneration changed compared to Estée Lauder Companies's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

US$203m

Jun 30 2024US$18mUS$2m

US$390m

Mar 31 2024n/an/a

US$641m

Dec 31 2023n/an/a

US$467m

Sep 30 2023n/an/a

US$548m

Jun 30 2023US$22mUS$2m

US$1b

Mar 31 2023n/an/a

US$1b

Dec 31 2022n/an/a

US$1b

Sep 30 2022n/an/a

US$2b

Jun 30 2022US$25mUS$2m

US$2b

Mar 31 2022n/an/a

US$3b

Dec 31 2021n/an/a

US$3b

Sep 30 2021n/an/a

US$3b

Jun 30 2021US$66mUS$2m

US$3b

Mar 31 2021n/an/a

US$1b

Dec 31 2020n/an/a

US$928m

Sep 30 2020n/an/a

US$612m

Jun 30 2020US$18mUS$2m

US$684m

Mar 31 2020n/an/a

US$1b

Dec 31 2019n/an/a

US$2b

Sep 30 2019n/an/a

US$2b

Jun 30 2019US$21mUS$2m

US$2b

Mar 31 2019n/an/a

US$2b

Dec 31 2018n/an/a

US$2b

Sep 30 2018n/an/a

US$1b

Jun 30 2018US$49mUS$2m

US$1b

Compensation vs Market: Fabrizio's total compensation ($USD17.85M) is above average for companies of similar size in the US market ($USD12.63M).

Compensation vs Earnings: Fabrizio's compensation has been consistent with company performance over the past year.


CEO

Fabrizio Freda (67 yo)

16.8yrs

Tenure

US$17,851,573

Compensation

Mr. Fabrizio Freda has been the Chief Executive Officer and Director of The Estée Lauder Companies Inc. since July 1, 2009 and has been its President since 2008. Previously, Mr. Freda served as Chief Opera...


Leadership Team

NamePositionTenureCompensationOwnership
Fabrizio Freda
President16.8yrsUS$17.85m0.082%
$ 23.5m
Jane Hudis
Executive Group President4.4yrsUS$7.21m0.0063%
$ 1.8m
Tracey Travis
Executive Officerless than a yearUS$7.95m0.013%
$ 3.8m
Stephane de la Faverie
Executive Group Presidentno dataUS$5.94m0.0031%
$ 885.5k
Akhil Shrivastava
Executive VP & CFOless than a yearno data0.00047%
$ 134.3k
Deborah Krulewitch
Senior Vice President of Corporate Administrationno datano datano data
Laraine Mancini
Senior Vice President of Investor Relations6.6yrsno datano data
Rashida La Lande
Executive VP & General Counselless than a yearno datano data
Meridith Webster
Executive Vice President of Global Communications & Public Affairs3.6yrsno data0.00089%
$ 254.2k
Jane Lauder
Executive VP of Enterprise Marketing4.4yrsno data6.24%
$ 1.8b
Michael O'Hare
Executive Vice President of Global Human Resources11.3yrsno data0.0027%
$ 759.8k
Fred Langhammer
Chairman of Global Affairs20.4yrsUS$7.22mno data

4.4yrs

Average Tenure

54yo

Average Age

Experienced Management: EL's management team is considered experienced (4.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Fabrizio Freda
President15.4yrsUS$17.85m0.082%
$ 23.5m
Jane Lauder
Executive VP of Enterprise Marketing15.4yrsno data6.24%
$ 1.8b
William Lauder
Chairman28.9yrsUS$6.94m2.38%
$ 678.4m
Barry Sternlicht
Independent Director20.4yrsUS$282.97k0.020%
$ 5.6m
Ronald Lauder
Director8.1yrsno data1.34%
$ 383.4m
Paul Fribourg
Independent Director18.7yrsUS$309.97k0.0011%
$ 317.1k
Richard Zannino
Independent Director14.9yrsUS$311.97k0.0023%
$ 651.3k
Charlene Barshefsky
Independent Presiding Director23.9yrsUS$402.54k0.022%
$ 6.3m
Lynn de Rothschild
Independent Director24.9yrsUS$282.97k0.0042%
$ 1.2m
Jennifer Tejada
Independent Director6.7yrsUS$294.22k0.00056%
$ 160.0k
Jennifer Hyman
Independent Director6.7yrsUS$292.97k0.00065%
$ 185.7k
Arturo Nunez
Independent Director2.7yrsUS$292.97k0%
$ 0

15.4yrs

Average Tenure

64.5yo

Average Age

Experienced Board: EL's board of directors are seasoned and experienced ( 15.4 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/17 12:14
End of Day Share Price 2024/12/17 00:00
Earnings2024/09/30
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 here.

Analysis Model and Snowflake

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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 .

Analyst Sources

The Estée Lauder Companies Inc. is covered by 51 analysts. 26 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