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

Estee Lauder Companies, Inc. (the) — The Estée Lauder Companies — Corporate Update (2026)

6 slides from Estee Lauder Companies, Inc. (the)'s corporate update, Nov 6, 2026

  1. Slide 1: Scaling Next-Generation Engagement Through Science and Locally Relevant Innovation

    Exhibit 99.8 SCALING NEXT-GENERATION ENGAGEMENT THROUGH SCIENCE AND LOCALLY RELEVANT INNOVATION Sherry Bai BRAND GENERAL MANAGER – THE ORDINARY, CHINA

  2. Slide 2: Action Plan Priorities: Accelerate Consumer Coverage, Create Transformative Innovation

    Action Plan Priority #1 Action Plan Priority #2 ACCELERATE CREATE BEST-IN-CLASS TRANSFORMATIVE CONSUMER COVERAGE INNOVATION Recruit the next generation Optimize use of trusted ingredients of consumers with social- Make breakthrough first approach ingredients accessible to all Global vision, China sp

  3. Slide 3: Accelerating Consumer Coverage Drove China Retail Sales to $60M, >80% Growth in FY26

    ACCELERATING CONSUMER COVERAGE DROVE CHINA RETAIL SALES TO $60M, >80% GROWTH IN FY26 SCALING WINNING WHERE DRIVING THE BUSINESS CONSUMERS SHOP CONSUMER DEMAND FY26 TMALL LITTLE RED BOOK SEARCH RANKING Over #2 #4 $60M Retail Sales 1 Serum - by unique buyers2 Lotion - by unique buyers2 Serum #10 Lotio

  4. Slide 4: The Ordinary Expands Reach with China's Next Generation of Skin Care Consumers

    Action Plan Priority #1 | Accelerate Best-in-Class Consumer Coverage THE O. EXPANDS OUR REACH WITH CHINA’S NEXT GENERATION OF SKIN CARE CONSUMERS RECRUIT THE NEXT GENERATION QUALITY & SCIENCE-LED AND HIGH EFFICACY TRANSPARENCY CONSUMER AGE DISTRIBUTION ~4.2 million OTHERS 65% 80% bottles sold in FY2

  5. Slide 5: Fast Speed and Locally Relevant Innovation Expanded Glycolic Acid Retail Sales by 137%

    Action Plan Priority #2 | Create Transformative Innovation FAST SPEED AND LOCALLY RELEVANT INNOVATION EXPANDED GLYCOLIC ACID RETAIL SALES BY 137% CHINA REQUIRES A FINDING THE RELEVANT INNOVATION FUELING GROWTH DIFFERENT FORMULA ERGOTHIONEINE GLYCOLIC ACID RETAIL SALES ($M) 448,360 China permits a ma

  6. Slide 6: Reimagine How We Build Brands

    REIMAGINE HOW WE BUILD BRANDS FY27: Scaling The Ordinary by protecting what makes it different GLOBAL FUNDAMENTALS CHINA GROWTH ENGINES Everyone’s Favorite Scientist Consistently reinforce brand persona across all touchpoints Ingredient-led Formulation Expand channel coverage and accelerate brand aw

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