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

Estee Lauder Companies, Inc. (the) — The Estée Lauder Companies — dbAccess Global Consumer Conference 2022

10 slides from Estee Lauder Companies, Inc. (the)'s conference presentation, 2022

  1. Slide 1: CONFIDENTIAL | Do Not Distribute

    HIGHLY SENSITIVE 1 1 CONFIDENTIAL | Do Not Distribute

  2. Slide 2: CONFIDENTIAL | Do Not Distribute

    HIGHLY SENSITIVE 2 2 CONFIDENTIAL | Do Not Distribute

  3. Slide 3: FY22 net sales estimate and prestige brand portfolio

    HIGHLY SENSITIVE CONFIDENTIAL | Do Not Distribute Hair Care $17.5B Fragrance FY22 net sales estimate¹ Asia/Pacific The Americas 25+ EMEA² Makeup Skin Care prestige brands ¹ Represents the midpoint of FY22 net sales guidance issued on May 3, 2022 3 3 ² Includes global travel retail

  4. Slide 4: The Estée Lauder Companies are well positioned to benefit

    HIGHLY SENSITIVE CONFIDENTIAL | Do Not Distribute AND THE ESTÉE LAUDER COMPANIES ARE WELL POSITIONED TO BENEFIT PREMIUMIZATION GEOGRAPHY CATEGORY CHANNELS • Prestige beauty is • Chinese consumers #1 • Skin care momentum • Rapid shift to Online outpacing mass beauty driver of growth in key markets •

  5. Slide 5: Data analytics, hero products, brand portfolio, online consumer experiences

    HIGHLY SENSITIVE CONFIDENTIAL | Do Not Distribute DATA ANALYTICS HERO PRODUCTS BRAND PORTFOLIO ONLINE CONSUMER CAPABILITIES AND HIGH TRAFFIC EXPERIENCES MOMENTS 5 5

  6. Slide 6: CONFIDENTIAL | Do Not Distribute

    HIGHLY SENSITIVE 6 6 CONFIDENTIAL | Do Not Distribute

  7. Slide 7: Net sales and adjusted operating margin FY2018-FY2022 estimate

    HIGHLY SENSITIVE CONFIDENTIAL | Do Not Distribute In billions $18 21% ~$17.50 $17 20% $16.22 19% $16 18% $15 $14.86 $14.29 17% $14 $13.68 16% $13 15% $12 14% $11 13% $10 12% FY2018 FY2019 FY2020 FY2021 FY2022 Estimate Net Sales Adjusted Operating Margin 7 7 ¹ Represents the midpoint of FY22 net sale

  8. Slide 8: CONFIDENTIAL | Do Not Distribute

    • • • o o o o o o o HIGHLY SENSITIVE 8 8 CONFIDENTIAL | Do Not Distribute

  9. Slide 9: Committed to social impact and sustainability

    HIGHLY SENSITIVE CONFIDENTIAL | Do Not Distribute COMMITTED TO SOCIAL IMPACT AND SUSTAINABILITY 9 9

  10. Slide 10: ESTEE = LAUDER (ae COMPANIES J] %&

    ESTEE = LAUDER (ae COMPANIES J] %&

The Estée Lauder Companies — dbAccess Global Consumer Conference 2022 on 6ix