Estee Lauder Companies, Inc. (the) · NYSE:EL

Estee Lauder Companies, Inc. (the) — The Estée Lauder Companies — Deutsche Bank dbAccess Global Consumer Conference 2021

11 slides from Estee Lauder Companies, Inc. (the)'s conference presentation, Jun 8, 2021

  1. Slide 1: A Beautiful Future

    ESTEE LAUDER COMPANIES A BEAUTIFUL FUTURE FABRIZIO FREDA PRESIDENT AND CHIEF EXECUTIVE OFFICER JUNE 8, 2021

  2. Slide 2: Forward-Looking Information and Non-GAAP Disclosures

    FORWARD-LOOKING INFORMATION AND NON-GAAP DISCLOSURES Statements in this presentation may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements may address our expectations regarding sales, earnings or other future financial

  3. Slide 3: Who We Are

    WHO WE ARE The global leader in prestige beauty Diverse portfolio of 25+ brands Multi-channel, brand-building distribution Robust innovation capability and product quality Good corporate citizen CREME DE LA MER™ LA MER Moisturizing cree Prime régénération inte

  4. Slide 4: Inspired, Values Driven

    ESTEE LAUDER COMPANIES bean INSPIRED, VALS DRIVEN

  5. Slide 5: We Successfully Pivoted to Engines of Growth in the Moment

    DURING THE PANDEMIC We Successfully Pivoted to Engines of Growth in the Moment Accelerating Online Developing Hainan Duty-Free

  6. Slide 6: Returning to Growth and Increasing Profitability

    DURING THE PANDEMIC Returning to Growth and Increasing Profitability $ IN BILLIONS 17.00 16.00 15.00 $14.86 $14.29 $3.68 12.00 $m.82 FY2017 FY2018 FY2019 FY2020 FY2021E @BNET SALES. “ADJUSTED OPERATING MARGIN,

  7. Slide 7: We Continued to Invest for the Future

    DURING THE PANDEMIC We Continued to Invest for the Future Sth CITIZENSHIP & ie Aine eee SUSTAINABILITY DATA SHANGHAI ANALYTICS INNOVATION CENTER DECIEM INVESTMENT TOKYO MANUFACTURING

  8. Slide 8: We Continued to Innovate

    DURING THE PANDEMIC We Continued to Innovate

  9. Slide 9: Looking Ahead: Prestige Beauty Fundamentals Are Intact

    LOOKING AHEAD Prestige Beauty Fundamentals Are Intact Global middle class 5 YEAR GROWTH IN PER CAPITA SPEND ON Millions of people (in brackets, % of the total population) PRESTIGE BEAUTY 6000 Lod 2015-2020 oN T Capita spend Opportunity to trade up from mass population in developed markets oldbank Ox

  10. Slide 10: Looking Ahead: Additional Engines of Growth Set to Ignite

    LOOKING AHEAD Additional Engines of Growth Set to Ignite RETURN OF GLOBAL TRAVEL MORE. ARPRODL CIL IT!

  11. Slide 11: INTERNAL

    .. . Be TAT dy WN “3

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