Estee Lauder Companies Inc
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Estee Lauder Companies has 6 disclosed suppliers and 4 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Expected move
No implied move.
−4.08%
vs ±8.6% implied · ×0.47
shaded = implied · ▲▼ = realized
Sentence10.25 License Agreement, dated April 6, 2011, by and among Aerin LLC, Aerin Lauder Zinterhofer and Estee Lauder Inc. (filed as Exhibit 10.2 to our Form 8-K filed on April 8, 2011).*
EL 10-Kaccession 0001001250-26-000041
SentenceThe Estée Lauder Companies Inc. is also the global licensee of the AERIN, Balmain and Dr. Andrew Weil brand names for beauty-related products.
EL 10-Kaccession 0001001250-26-000041
SentenceBalmain Beauty was established in 2022 under a license agreement with Balmain S.A., extending the storied legacy of the Parisian fashion house founded in 1945 by Pierre Balmain into a new era of luxury beauty.
EL 10-Kaccession 0001001250-26-000041
Sentence10.20 Services Agreement, dated January 1, 2003, among Estee Lauder Inc., Melville Management Corp., Leonard A. Lauder, and William P. Lauder (filed as Exhibit 10.2 to our Form 10-Q filed on January 28, 2010).*
EL 10-Kaccession 0001001250-26-000041
SentenceThe effectiveness of the Company's internal control over financial reporting as of June 30, 2026 has been audited by PricewaterhouseCoopers LLP, an independent registered public accounting firm, as stated in their report which appears under the heading "Report of Independent Registered Public Accounting Firm."
EL 10-Kaccession 0001001250-26-000041
Sentence10.21 Services Agreement, dated November 22, 1995, between Estee Lauder Inc. and RSL Investment Corp. (filed as Exhibit 10.3 to our Form 10-Q filed on January 28, 2010).*
EL 10-Kaccession 0001001250-26-000041
SentencePartially offsetting the net sales decline for North America in fiscal 2025 was the impact from the launch of eleven brands in Amazon's U.S. Premium Beauty store as of June 2025 compared to three brands as of June 2024, as well as the launch of three brands in the Amazon.ca (Canada) Premium Beauty store in fiscal 2025.
SentenceUlta U.S.'s top ten brand partners, such as L'Oréal and Estée Lauder Companies, among others, represented approximately 51% and 54% of its total net sales in fiscal 2025 and the fiscal year ended February 1, 2025 ("fiscal 2024"), respectively.
SentenceThe Group's main intangible asset with a finite useful life is the license agreement entered into in 2023 as part of the acquisition of Tom Ford International ("TFI") in April 2023 (the "TFI Acquisition"), through which the Group is a long-term licensee of Estée Lauder Companies Inc. ("ELC") for the TOM FORD brand for men's and women's fashion and accessories.
SentenceThe Company has license arrangements for the license of the TOM FORD trademark to the Marcolin Group ("Marcolin") for eyewear and Ermenegildo Zegna N.V. ("Zegna") for fashionwear, which represents a revenue-generating activity in the ordinary course of business for the Company.
EL 10-Kaccession 0001001250-26-000041
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NewsEstee Lauder Companies Inc
113.29
+7.90 · +7.49%