The Estée Lauder Companies Inc. (0JTM) Q4 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Day everyone and welcome to The Estee Lauder Companies Fiscal twenty twenty six Fourth Quarter and Full Year Conference Call. Today's webcast is being recorded. Ms. Rainey Mancini. Hello. On today's webcast are Stephane de La Fabry, President and Chief Executive Officer and Akhil Shervastava, Executive Vice President and Chief Financial Officer. Since many of our remarks today contain forward looking statements, let me refer you to our press release and our reports filed with the SEC, where you'll find factors that could cause actual results to differ materially from these forward looking statements. To facilitate the discussion of our underlying business, the commentary on our financial results and expectations is before restructuring and other charges and adjustments disclosed in our press release. Unless otherwise stated, references to net sales refer to organic net sales, which excludes the non comparable impacts of acquisitions, divestitures, brand closures and the impact of foreign currency translation. You can find reconciliations between GAAP and non GAAP measures in our press release and on the Investors section of our website. Retail sales performance discussed is based on information available as of 08/14/2026. As a reminder, references to online sales include sales we make directly to our consumers through our brand.com sites and through third party platforms. It also includes estimated sales of our products through our retailers' websites. Throughout our discussion, our profit recovery and growth plan will be referred to as our PRGP. During the Q and A session, we ask that you please limit yourself to one question, so we can And now we have a brand portfolio video before Stephane begins. Thank you, Rainey, and hello to everyone. I am incredibly proud of ...