EL · 8-K · 20261102PR000057

Product Launch and Transition

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 41 · Surprise 48

The company launched products across Skin Care, Makeup and Fragrance, with Fragrance organic sales up 20% and Skin Care up 4%; product innovation and consumer reach supported growth in both categories. La Mer’s new The Concentrate Serum and The Ordinary’s Lacto-PDRN 4% + B9 Eye Cream accompanied Skin Care growth, while M·A·C’s Lustreglass lip launches supported lip-category growth. Estée Lauder’s next-generation Double Wear foundation, launched in fiscal 2026’s second half, contributed incremental sales but did not offset a decline in the face subcategory during the quarter. The company also introduced fragrances including Estée Lauder Glimmer, KILIAN PARIS The Cocktails Collection and Jo Malone London Sea Salt & Bergamot.