EL · 10-K · 2026A · Full report

Trade Policy and Tariffs

ESTEE LAUDER COMPANIES INC · 2026-08-19 · Importance 20 · Surprise 24

Tariffs negatively affected the Company’s operating results during fiscal 2026. The filing does not quantify the tariff impact or identify specific tariffs, countries, or product categories. The Company says it is continuing to monitor changing tariff conditions globally.

Key facts

• Tariffs negatively impacted ESTEE LAUDER COMPANIES INC's operating results during fiscal 2026; the company is monitoring and assessing potential effects of changing global tariff conditions. source
• ESTEE LAUDER COMPANIES INC faces risk from changes in foreign investment and trade policies and regulations in host countries and the United States. source
• Changes in trade rules and customs regulations could affect ESTEE LAUDER COMPANIES INC's business. source