EL / The Estée Lauder Companies Inc. - Документы SEC, Годовой отчет, Доверенное заявление

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 21, 2025 The Estée Lauder C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 21, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

EXHIBIT 10.1 Stock Option Award Agreement for Employees Under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (as of November 8, 2024) (the “Plan”) This STOCK OPTION AWARD AGREEMENT (the “Agreement”) provides for

exhibit101formofstockop EXHIBIT 10.1 Stock Option Award Agreement for Employees Under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (as of November 8, 2024) (the “Plan”) This STOCK OPTION AWARD AGREEMENT (the “Agreement”) provides for the granting of stock options by The Estée Lauder Companies Inc., a Delaware corporation (the “Company”), to the participant,

Form of Non-annual Restricted Stock Unit Award Agreement for Employees including Executive Officers under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Form of Notice of Grant) (SEC File No. 1-14064).†

a1021sformofnon-annualr Exhibit 10.21s Restricted Stock Unit Award Agreement Under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (as of November 8, 2024) (the “Plan”) This RESTRICTED STOCK UNIT AWARD AGREEMENT (“Agreement”) provides for the granting by The Estée Lauder Companies Inc., a Delaware corporation (the “Company”), to the participant, an employee of

xecutive Annual Incentive Plan (SEC File No. 1-140

a105bexecutiveannualinc 1 Exhibit 10.5b THE ESTÉE LAUDER COMPANIES INC. EXECUTIVE ANNUAL INCENTIVE PLAN (adopted July 9, 2025) 1. PURPOSE. The principal purposes of The Estee Lauder Companies Inc. Executive Annual Incentive Plan (the “Plan”) are to provide incentives and rewards to the Executive Officers of The Estée Lauder Companies Inc. (the “Company”) and to assist the Company in motivating the

Form of PRGP Non-annual Restricted Stock Unit Award Agreement for Employees including Executive Officers under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Form of Notice of Grant) (SEC File No. 1-14064).†

a1021tformofprgpnon-ann Exhibit 10.21t Restricted Stock Unit Award Agreement for Employees Under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (as of November 8, 2024) (the “Plan”) This RESTRICTED STOCK UNIT AWARD AGREEMENT (“Agreement”) provides for the granting by The Estée Lauder Companies Inc., a Delaware corporation (the “Company”), to the participant,

Form of Restricted Stock Unit Award Agreement for Employees including Executive Officers under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Form of Notice of Grant) (SEC File No. 1-14064).†

a1021rformofrestricteds Exhibit 10.21r Restricted Stock Unit Award Agreement for Employees Under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (as of November 8, 2024) (the “Plan”) This RESTRICTED STOCK UNIT AWARD AGREEMENT (“Agreement”) provides for the granting by The Estée Lauder Companies Inc., a Delaware corporation (the “Company”), to the participant,

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-14064 The Estée Lauder Comp

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 20, 2025 The Estée Lauder C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 20, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

List of significant subsidiaries.

EXHIBIT 21.1 THE ESTÉE LAUDER COMPANIES INC. SIGNIFICANT SUBSIDIARIES All significant subsidiaries are wholly-owned by The Estée Lauder Companies Inc. and/or one or more of its wholly-owned subsidiaries. Name Jurisdiction in which Organized Estee Lauder Inc. Delaware ELC Management LLC Delaware 001 DEL LLC Delaware Estee Lauder (Shanghai) Commercial Company Ltd. China Estee Lauder AG Lachen Switze

Power of Attorney.

EXHIBIT 24.1 POWER-OF-ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that each person whose signature appears below constitutes and appoints Stéphane de La Faverie and Akhil Shrivastava, and each of them, such person’s true and lawful attorneys-in-fact and agents, with full power of substitution and revocation, for such person and in such person’s name, place and stead, in any and all capacities to

mployment Agreement with

a1015employmentagreemen Page | 1 Exhibit 10.15 EMPLOYMENT AGREEMENT THIS AGREEMENT (“Agreement”), effective as of August 1, 2024, or such other date as the parties agree (the “Agreement Date”), between THE ESTÉE LAUDER COMPANIES INC., a Delaware corporation (the “Company”), and Rashida La Lande, a resident of New York (the “Executive” or “you”), W I T N E S S E TH: WHEREAS, the Company and its sub

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 RESULTS New Leadership Team Delivers Strategic Progress and Outlook in Fiscal 2025 Second Half Affirms Fiscal 2026 Outlook to Restore Positive Sales Growth and Improve Operating Profitability

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Brendan Riley [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 RESULTS New Leadership Team Delivers Strategic Progress and Outlook in Fiscal 2025 Second Half Affirms Fiscal 2026 Outlook to Restore Positive Sales Growth and Improve Operating Profitability New York, Augus

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934.

a41descriptionofsecurit Exhibit 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 As of the date of our annual report on Form 10-K of which this Exhibit is part, The Estée Lauder Companies Inc., a Delaware corporation, had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”):

Financial Statements and Exhibits, Costs Associated with Exit or Disposal Activities

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 3 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of in

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 9, 2025 The Estée Lauder Comp

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 9, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 (State or other jurisdiction of incorporation) (Commission file number) 767 Fifth Avenue, New York, New York 10153 (Address of principal executive offices) (Zip code) Roberto Canevari Ex

Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF THE ESTÉE LAUDER COMPANIES INC. (a Delaware corporation) (As adopted by the Board of Directors of the Corporation, and effective on May 22, 2025) ARTICLE I OFFICES SECTION 1. Registered Office. The registere

Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF THE ESTÉE LAUDER COMPANIES INC. (a Delaware corporation) (As adopted by the Board of Directors of the Corporation, and effective on May 22, 2025) ARTICLE I OFFICES SECTION 1. Registered Office. The registered office of The Estée Lauder Companies Inc. (the “Corporation”) in the State of Delaware shall be as set forth in the Certificate of Incorporation of

Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 22, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissi

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 THIRD QUARTER RESULTS

Exhibit 99.1 Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 THIRD QUARTER RESULTS New York, May 1, 2025 - The Estée Lauder Companies Inc. (NYSE: EL) today reported its financial results for the third quarter ended March 31, 2025. Stéphane de La Faverie, President and Chief Executive Officer, said, “In the third quar

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 1, 2025 The Estée Lauder Compa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 1, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissio

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 1 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 9, 2025

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 1 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 9, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of inc

List of Parties to the Stockholders’ Agreement (as of December 9, 2024)

EX-99.(A) 2 tm254695d2ex99-a.htm EXHIBIT A EXHIBIT A List of Parties to the Stockholders’ Agreement (as of December 9, 2024) Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT R

List of Parties to the Stockholders’ Agreement (as of December 31, 2024)

EX-99.(A) 2 tm254695d4ex99-a.htm EXHIBIT A EXHIBIT A List of Parties to the Stockholders’ Agreement (as of December 31, 2024) Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT

Summary of Director Compensation (SEC File No. 1-14064).†

Exhibit 10.4 Summary of Compensation for Non-Employee Directors of the Company (Effective November 8, 2024) The following summary describes compensation for non-employee directors. Annual Cash Retainers •Board Service. Each non-employee director receives an annual cash retainer of $100,000, payable quarterly. •Committee and Chair Service. Each non-employee director who serves on a committee receiv

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 SECOND QUARTER RESULTS Launches Beauty Reimagined, a Strategic Vision to Restore Sustainable Sales Growth and Achieve Stronger Profitability Expands the Profit Recovery and Growth Plan to Enable the Visi

Exhibit 99.1 Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 SECOND QUARTER RESULTS Launches Beauty Reimagined, a Strategic Vision to Restore Sustainable Sales Growth and Achieve Stronger Profitability Expands the Profit Recovery and Growth Plan to Enable the Vision New York, February 4, 2025 - The Estée Lauder Compa

Second Amendment to Employment Agreement with Fabrizio Freda (SEC File No. 1-14064).†

I1 | P a g e Exhibit 10.1 EXECUTION COPY SECOND AMENDMENT TO EMPLOYMENT AGREEMENT THIS SECOND AMENDMENT (“Second Amendment”) dated October 29, 2024 amends the terms of the February 9, 2011 EMPLOYMENT AGREEMENT and the February 25, 2013 Amendment to Employment Agreement and Stock Options Agreements (collectively “Agreement”) between THE ESTÉE LAUDER COMPANIES INC., a Delaware corporation (the “Comp

Form of Performance Share Unit Award Agreement for Employees including Executive Officers under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Form of Notice of Grant) (SEC File No. 1-14064).†

Page 1 Exhibit 10.3 Each of the Stock Plan Subcommittee of the Compensation Committee and the Compensation Committee of the Board of Directors of The Estée Lauder Companies Inc. reserves the right to change provisions of this Agreement to comply with the American Jobs Creation Act of 2004 or other applicable laws or regulations. Performance Share Unit Award Agreement Under The Estée Lauder Compani

Amended and Restated Employment Agreement with Stéphane de La Faverie (SEC File No. 1-14064).†

Page | 1 EXECUTION COPY Exhibit 10.2 EMPLOYMENT AGREEMENT THIS AGREEMENT (“Agreement”) dated October 29, 2024, amends and restates the terms of the January 30, 2023 Agreement (“2023 Agreement”) between THE ESTÉE LAUDER COMPANIES INC., a Delaware corporation (the “Company”), and Stéphane de La Faverie, a resident of New York, New York (the “Executive” or “you”). W I T N E S S E TH: WHEREAS, the Com

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 3, 2025 The Estée Lauder

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 3, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

Amendments to The Estee Lauder Companies Retirement Growth Account Plan, as amended and restated effective as of January 1, 2023, as further amended effective January 1, 2025 (SEC File No. 1-14064).†

Exhibit 10.5 AMENDMENTS TO THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN The Estee Lauder Companies Retirement Growth Account Plan, as amended and restated effective as of January 1, 2023 (the “Plan”), is hereby further amended as follows, effective as of January 1, 2025 except for such earlier dates as are specified herein: 1. Section 10.2 of the Plan is amended in its entirety to rea

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 9, 2025 The Estée Lauder C

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) January 9, 2025 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 2 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 2 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of in

EL / The Estée Lauder Companies Inc. / LAUDER AERIN - FORM SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 7)* THE ESTÉE LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) PAULA A. RYAN, ESQ. DAVIS POLK & WARDWELL LLP 450 LEXINGTON AVENUE NEW YORK, NEW YORK 10017 (212) 450

EL / The Estée Lauder Companies Inc. / Lauder Jane A. Trust u/a/d 11/6/2003 - SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* THE ESTÉE LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) Beth D. Tractenberg, Esq. Steptoe & Johnson LLP 1114 Avenue of the Americas 35th Floor New York, NY 1

Exhibit 8

EX-99.8 2 ef20039760ex-8.htm EXHIBIT 8 Exhibit 8 List of Parties to the Stockholders’ Agreement (as of December 9, 2024) Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT Remai

Exhibit 8

EX-99.8 2 ef20039781ex-8.htm EXHIBIT 8 Exhibit 8 List of Parties to the Stockholders’ Agreement (as of December 9, 2024) Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT Remai

EL / The Estée Lauder Companies Inc. / LAUDER JANE - SC 13D/A Activist Investment

SC 13D/A 1 ef20039760sc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* THE ESTÉE LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) Beth D. Tractenberg, Esq. Steptoe & Johnson LLP 1114 Avenue

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 3, 2024 The Estée Lauder

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) December 3, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

As filed with the Securities and Exchange Commission on November 18, 2024

As filed with the Securities and Exchange Commission on November 18, 2024 Registration No.

Filing Fee Table (filed herewith)

Calculation of Filing Fee Tables S-8 ESTEE LAUDER COMPANIES INC Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregate Offering Price Fee Rate Amount of Registration Fee 1 Equity Class A Common Stock, par value $0.

The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan*

Exhibit 10.1 THE ESTÉE LAUDER COMPANIES INC. AMENDED AND RESTATED FISCAL 2002 SHARE INCENTIVE PLAN (Amended and Restated as of November 8, 2024) 1. Purpose. The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (as amended and restated as of the date set forth above) (the “Plan”) is intended to provide incentives which will attract, retain, motivate and reward highl

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 8, 2024 The Estée Lauder

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 8, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       )

DEFA14A 1 tm2427260-2defa14a.htm DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 29, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 31, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 FIRST QUARTER RESULTS Net Sales Decreased 4% and Diluted Net EPS Decreased to Net Loss Per Share of $.43 Organic Net Sales1 Decreased 5% and Adjusted Diluted EPS Increased to $.14 Withdrawing Fiscal 2025

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2025 FIRST QUARTER RESULTS Net Sales Decreased 4% and Diluted Net EPS Decreased to Net Loss Per Share of $.43 Organic Net Sales1 Decreased 5% and Adjusted Diluted EPS Increased to $.14 Withdrawing Fiscal 2025 Out

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       )

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by R

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 19, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

List of significant subsidiaries.

EXHIBIT 21.1 THE ESTÉE LAUDER COMPANIES INC. SIGNIFICANT SUBSIDIARIES All significant subsidiaries are wholly-owned by The Estée Lauder Companies Inc. and/or one or more of its wholly-owned subsidiaries. Name Jurisdiction in which Organized Estee Lauder Inc. Delaware Estee Lauder International, Inc. Delaware ELC Management LLC Delaware 001 DEL LLC Delaware Estee Lauder (Shanghai) Commercial Compan

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 19, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

Power of Attorney.

EXHIBIT 24.1 POWER-OF-ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that each person whose signature appears below constitutes and appoints William P. Lauder, Fabrizio Freda and Tracey T. Travis, and each of them, such person’s true and lawful attorneys-in-fact and agents, with full power of substitution and revocation, for such person and in such person’s name, place and stead, in any and all capa

The Estée Lauder Companies Inc. Incentive-Based Compensation Recovery Policy (2023 Clawback Policy).

Exhibit 97.1 THE ESTÉE LAUDER COMPANIES INC. INCENTIVE-BASED COMPENSATION RECOVERY POLICY (2023) Section 1. Introduction. The board of directors (the “Board”) of The Estée Lauder Companies Inc. (the “Company”) has adopted this policy (the “Policy”) to provide for the recovery by the Company, in the event of a Recovery Trigger (as defined below), of certain incentive-based compensation received by

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 RESULTS Net Sales Decreased 2% and Diluted EPS Declined 61% to $1.08 Organic Net Sales1 Decreased 2% and Adjusted Diluted EPS Declined 25% to $2.59 Organic Net Sales Returned to Growth in the Second Half

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 RESULTS Net Sales Decreased 2% and Diluted EPS Declined 61% to $1.08 Organic Net Sales1 Decreased 2% and Adjusted Diluted EPS Declined 25% to $2.59 Organic Net Sales Returned to Growth in the Second Half and

Fourth Amendment to Creative Consultant Agreement between Estee Lauder Inc. and Aerin Lauder Zinterhofer

Exhibit 10.25d Estee Lauder Inc. 767 Fifth Avenue New York, NY 10153 Effective as of July 1, 2024 Aerin Lauder Zinterhofer c/o Aerin LLC 595 Madison Avenue 5th Floor New York, NY 10022 Re: Creative Consultant Agreement Dear Ms. Lauder: This letter, when signed by the respective parties, will constitute an amendment (“Fourth Amendment”) to the agreement dated April 6, 2011 (“Agreement”), as amended

mployment Agreement with

Page | 1 Exhibit 10.13 EMPLOYMENT AGREEMENT THIS AGREEMENT (“Agreement”), effective as of January 30, 2023 (the “Agreement Date”), between THE ESTÉE LAUDER COMPANIES INC., a Delaware corporation (the “Company”), and Stéphane de La Faverie, a resident of New York, New York (the “Executive” or “you”), W I T N E S S E TH: WHEREAS, the Company and its subsidiaries are principally engaged in the busine

The Estée Lauder Companies Inc. Insider Trading Policies.

Exhibit 19.1 The Estée Lauder Companies Inc. Insider Trading Policy I. INTRODUCTION A. Purpose The purpose of this Insider Trading Policy (this “Policy”) is to help The Estée Lauder Companies Inc. and its subsidiaries (the “Company”) comply with U.S. federal and state securities laws concerning insider trading matters, as well as similar laws in other countries where the Company does business, and

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934.

Exhibit 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 As of the date of our annual report on Form 10-K of which this Exhibit is part, The Estée Lauder Companies Inc., a Delaware corporation, had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): Class A Common Stock, p

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-14064 The Estée Lauder Comp

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 1 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 1 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of in

Employment Agreement with Akhil Shrivastava, dated as of July 23, 2024

Page | 1 EMPLOYMENT AGREEMENT THIS AGREEMENT (“Agreement”), effective as of July 23, 2024 (the “Agreement Date”), between THE ESTÉE LAUDER COMPANIES INC.

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 11, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 11, 2024 The Estée Lauder Com

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 11, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 7, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissi

Credit Agreement, dated as of June 7, 2024, among The Estée Lauder Companies Inc., the Eligible Subsidiaries of the Company, as defined therein, the lenders party thereto, and JPMorgan Chase Bank, N.A., as administrative agent

Exhibit 10.1 Execution Version $2,500,000,000 CREDIT AGREEMENT dated as of June 7, 2024 among The Estée Lauder Companies Inc., The Eligible Subsidiaries From Time to Time Party Hereto, The Lenders From Time to Time Party Hereto, JPMorgan Chase Bank, N.A., as Administrative Agent Bank of America, N.A., BNP Paribas, Citibank, N.A., and MUFG Bank, Ltd., as Syndication Agents JPMorgan Chase Bank, N.A.

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) June 3, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissi

767 Fifth Avenue New York, NY 10153 News Media Relations: Jill Marvin [email protected] Investor Relations: Rainey Mancini [email protected] THE ESTÉE LAUDER COMPANIES COMPLETES ACQUISITION OF DECIEM  

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Media Relations: Jill Marvin [email protected] Investor Relations: Rainey Mancini [email protected] THE ESTÉE LAUDER COMPANIES COMPLETES ACQUISITION OF DECIEM     New York, June 3, 2024 - The Estée Lauder Companies Inc. (NYSE: EL) (“ELC”) announced today that it has completed its acquisition of the Canadian-based, vertically integrated, multi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 (State or other jurisdiction of incorporation) (Commission file number) 767 Fifth Avenue, New York, New York 10153 (Address of principal executive offices) (Zip code) Roberto Canevari Ex

As filed with the Securities and Exchange Commission on May 20, 2024

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on May 20, 2024 Registration No.

Filing Fee Table

Exhibit 107 Calculation of Filing Fee Table Form S-3 (Form Type) The Estée Lauder Companies Inc.

Statement of Eligibility of Trustee.

Exhibit 25.1 securities and exchange commission Washington, D.C. 20549 FORM T-1 Statement of Eligibility Under The Trust Indenture Act of 1939 of a Corporation Designated to Act as Trustee Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) ¨ U.S. BANK TRUST NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 41-1973763 I.R.S. Employer I

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 1, 2024 The Estée Lauder Compa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 1, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissio

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 THIRD QUARTER RESULTS Net Sales Increased 5% and Diluted EPS Increased to $.91 Organic Net Sales1 Grew 6% and Adjusted Diluted EPS Increased to $.97 Asia Travel Retail Returned to Net Sales Growth Affirm

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 THIRD QUARTER RESULTS Net Sales Increased 5% and Diluted EPS Increased to $.91 Organic Net Sales1 Grew 6% and Adjusted Diluted EPS Increased to $.97 Asia Travel Retail Returned to Net Sales Growth Affirms In

Officers’ Certificate, dated February 14, 2024, defining certain terms of the 5.000% Senior Notes due 2034.

Exhibit 4.1 THE ESTÉE LAUDER COMPANIES INC. 5.000% Senior Notes due 2034 February 14, 2024 OFFICERS’ CERTIFICATE THE UNDERSIGNED, Tracey T. Travis and Spencer G. Smul, do hereby certify that they are the duly appointed, qualified and acting Executive Vice President and Chief Financial Officer and Senior Vice President, Deputy General Counsel and Secretary, respectively, of The Estée Lauder Compani

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 12, 2024 The Estée Lauder

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 12, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

Underwriting Agreement, dated February 12, 2024, among The Estée Lauder Companies Inc. and BofA Securities, Inc., Goldman Sachs & Co. LLC and MUFG Securities Americas Inc., as representatives of the several underwriters named therein.

Exhibit 1.1 The Estée Lauder Companies Inc. 5.000% Senior Notes Due 2034 Underwriting Agreement New York, New York February 12, 2024 To the Representatives named in  Schedule I hereto of the several Underwriters named in Schedule II hereto Ladies and Gentlemen: The Estée Lauder Companies Inc., a corporation organized under the laws of Delaware (the “Company”), proposes to sell to the several under

THE ESTÉE LAUDER COMPANIES TO ISSUE $650.0 MILLION OF SENIOR NOTES

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES TO ISSUE $650.0 MILLION OF SENIOR NOTES New York, NY, February 12, 2024 - The Estée Lauder Companies Inc. (NYSE: EL) today announced the offering and pricing of $650.0 million aggregate principal amount of its 5.000% Senior Notes due 20

Calculation of Filing Fee Table1 424(b)(2) (Form Type) The Estée Lauder Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities

Exhibit 107 Calculation of Filing Fee Table1 424(b)(2) (Form Type) The Estée Lauder Companies Inc.

EL / The Estée Lauder Companies Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SC 13G/A 1 tv0877-esteelaudercompaniesi.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 10)* Name of issuer: Estee Lauder Companies Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 518439104 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appro

The Estée Lauder Companies Inc. $650,000,000 5.000% Senior Notes due 2034

TABLE OF CONTENTS  Filed Pursuant to Rule 424(b)(2)  File No. 333-256336 PROSPECTUS SUPPLEMENT (To prospectus dated May 20, 2021) The Estée Lauder Companies Inc. $650,000,000 5.000% Senior Notes due 2034 We are offering $650,000,000 aggregate principal amount of our 5.000% senior notes due 2034 (the “notes”). The notes will bear interest at the rate of 5.000% per year. Interest on the notes will b

EL / The Estée Lauder Companies Inc. / EHRENKRANZ JOEL S - SC 13G/A Passive Investment

SC 13G/A 1 ef20021196sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of

EL / The Estée Lauder Companies Inc. / LAL FAMILY PARTNERS LP - SC 13G/A Passive Investment

SC 13G/A 1 ef20021195sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 18)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of

EL / The Estée Lauder Companies Inc. / LAL FAMILY CORP - SC 13G/A Passive Investment

SC 13G/A 1 ef20021194sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 18)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of

FINAL TERM SHEET 5.000% Senior Notes due 2034

Issuer Free Writing Prospectus Filed Pursuant to Rule 433 Registration Statement No.

SUBJECT TO COMPLETION, DATED FEBRUARY 12, 2024

TABLE OF CONTENTS The information in this preliminary prospectus supplement is not complete and may be changed.

EL / The Estée Lauder Companies Inc. / LAUDER GARY M - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 21)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / The Estée Lauder Companies Inc. / Lauder William P - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 28)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / The Estée Lauder Companies Inc. / PARSONS RICHARD D - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 27)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / The Estée Lauder Companies Inc. / LAUDER RONALD S - SC 13G/A Passive Investment

SC 13G/A 1 tm244894d4sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 27)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of

EL / The Estée Lauder Companies Inc. / LAUDER LEONARD A - SC 13G/A Passive Investment

SC 13G/A 1 tm244894d2sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 27)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 SECOND QUARTER RESULTS Net Sales Decreased 7% and Diluted EPS Declined to $.87 Organic Net Sales1 Decreased 8% and Adjusted Diluted EPS Declined to $.88 Delivered Organic Net Sales, as Expected, and Exce

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 SECOND QUARTER RESULTS Net Sales Decreased 7% and Diluted EPS Declined to $.87 Organic Net Sales1 Decreased 8% and Adjusted Diluted EPS Declined to $.88 Delivered Organic Net Sales, as Expected, and Exceeded

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024 The Estée Lauder

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2024 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 17, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 FIRST QUARTER RESULTS Net Sales Decreased 10% and Diluted EPS Declined to $.09 Organic Net Sales1 Declined 11% and Adjusted Diluted EPS Decreased to $.11 Delivered First Quarter Expectations but Lowering

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2024 FIRST QUARTER RESULTS Net Sales Decreased 10% and Diluted EPS Declined to $.09 Organic Net Sales1 Declined 11% and Adjusted Diluted EPS Decreased to $.11 Delivered First Quarter Expectations but Lowering Ful

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 1, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

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The Estée Lauder Companies Inc. 767 Fifth Avenue New York, NY 10153 October 20, 2023 Mr. Benjamin Richie Ms. Jennifer Angelini Division of Corporation Finance Office of Industrial Applications and Services United States Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 RE: The Estée Lauder Companies Inc. Annual Report on Form 10-K for the year ended June 30, 2023 Filed A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       )

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by R

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ¨ Defin

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The Estée Lauder Companies Inc. 767 Fifth Avenue New York, NY 10153 September 27, 2023 Mr. Benjamin Richie Ms. Jennifer Angelini Division of Corporation Finance Office of Industrial Applications and Services United States Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 RE: The Estée Lauder Companies Inc. Annual Report on Form 10-K for the year ended June 30, 2023 Filed

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 22, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

Executive Annual Incentive Plan (SEC File No. 1-14064).†

Exhibit 10.5a THE ESTÉE LAUDER COMPANIES INC. EXECUTIVE ANNUAL INCENTIVE PLAN (adopted August 14, 2023) 1.PURPOSE. The principal purposes of The Estee Lauder Companies Inc. Executive Annual Incentive Plan (the “Plan”) are to provide incentives and rewards to the Executive Officers of The Estée Lauder Companies Inc. (the “Company”) and to assist the Company in motivating them to achieve the Company

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934.

Exhibit 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 As of the date of our annual report on Form 10-K of which this Exhibit is part, The Estée Lauder Companies Inc., a Delaware corporation, had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”): Class A Common Stock, p

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 17, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

List of significant subsidiaries.

EXHIBIT 21.1 THE ESTÉE LAUDER COMPANIES INC. SIGNIFICANT SUBSIDIARIES All significant subsidiaries are wholly-owned by The Estée Lauder Companies Inc. and/or one or more of its wholly-owned subsidiaries (with exceptions as noted by * below). Name Jurisdiction in which Organized Estee Lauder Inc. Delaware Estee Lauder International, Inc. Delaware ELC Management LLC Delaware 001 DEL LLC Delaware Est

Power of Attorney.

EXHIBIT 24.1 POWER-OF-ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that each person whose signature appears below constitutes and appoints William P. Lauder, Fabrizio Freda and Tracey T. Travis, and each of them, such person’s true and lawful attorneys-in-fact and agents, with full power of substitution and revocation, for such person and in such person’s name, place and stead, in any and all capa

Employment Agreement with Peter Jueptner (SEC File No. 1-14064).†

Exhibit 10.12 EMPLOYMENT AGREEMENT THIS AGREEMENT (“Agreement”), effective as of January 30, 2023 (the “Agreement Date”), between THE ESTÉE LAUDER COMPANIES INC., a Delaware corporation (the “Company”), and PETER JUEPTNER, a resident of New York, New York (the “Executive” or “you”), W I T N E S S E TH: WHEREAS, the Company and its subsidiaries are principally engaged in the business of manufacturi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-14064 The Estée Lauder Comp

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 RESULTS Full Year Net Sales Decreased 10% and Diluted EPS Decreased 57% to $2.79 Organic Net Sales1 Decreased 6% and Adjusted Diluted EPS Fell 49% in Constant Currency Achieved Fourth Quarter Net Sales G

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 RESULTS Full Year Net Sales Decreased 10% and Diluted EPS Decreased 57% to $2.79 Organic Net Sales1 Decreased 6% and Adjusted Diluted EPS Fell 49% in Constant Currency Achieved Fourth Quarter Net Sales Growt

The Estée Lauder Companies Inc. Provides Information on Cybersecurity Incident

Exhibit 99.1 The Estée Lauder Companies Inc. Provides Information on Cybersecurity Incident NEW YORK (BUSINESS WIRE) — July 18, 2023 — The Estée Lauder Companies Inc. (NYSE: EL) has identified a cybersecurity incident, which involves an unauthorized third party that has gained access to some of the Company’s systems. After becoming aware of the incident, the Company proactively took down some of i

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 18, 2023 The Estée Lauder Com

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 18, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

Officers’ Certificate, dated May 12, 2023, defining certain terms of the 4.650% Senior Notes due 2033 (filed as Exhibit 4.3 to our Current Report on Form 8-K filed on May 12, 2023) (SEC File No. 1-14064).*

Exhibit 4.3 THE ESTÉE LAUDER COMPANIES INC. 4.650% Senior Notes due 2033 May 12, 2023 OFFICERS’ CERTIFICATE THE UNDERSIGNED, Tracey T. Travis and Spencer G. Smul, do hereby certify that they are the duly appointed, qualified and acting Executive Vice President and Chief Financial Officer and Senior Vice President, Deputy General Counsel and Secretary, respectively, of The Estée Lauder Companies In

THE ESTÉE LAUDER COMPANIES TO ISSUE $2.0 BILLION OF SENIOR NOTES

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Investor Relations: Rainey Mancini [email protected] Media Relations: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES TO ISSUE $2.0 BILLION OF SENIOR NOTES New York, NY, May 9, 2023 - The Estée Lauder Companies Inc. (NYSE: EL) today announced the offering and pricing of $700 million aggregate principal amount of its 4.375% Senior Not

Officers’ Certificate, dated May 12, 2023, defining certain terms of the 5.150% Senior Notes due 2053 (filed as Exhibit 4.5 to our Current Report on Form 8-K filed on May 12, 2023) (SEC File No. 1-14064).*

Exhibit 4.5 THE ESTÉE LAUDER COMPANIES INC. 5.150% Senior Notes due 2053 May 12, 2023 OFFICERS’ CERTIFICATE THE UNDERSIGNED, Tracey T. Travis and Spencer G. Smul, do hereby certify that they are the duly appointed, qualified and acting Executive Vice President and Chief Financial Officer and Senior Vice President, Deputy General Counsel and Secretary, respectively, of The Estée Lauder Companies In

Underwriting Agreement, dated May 9, 2023, among The Estée Lauder Companies Inc. and BofA Securities, Inc., Citigroup Global Markets Inc. and J.P. Morgan Securities LLC, as representatives of the several underwriters named therein.

Exhibit 1.1 The Estée Lauder Companies Inc. 4.375% Senior Notes Due 2028 4.650% Senior Notes Due 2033 5.150% Senior Notes Due 2053 Underwriting Agreement New York, New York May 9, 2023 To the Representatives named in Schedule I hereto of the several Underwriters named in Schedule II hereto Ladies and Gentlemen: The Estée Lauder Companies Inc., a corporation organized under the laws of Delaware (th

Officers’ Certificate, dated May 12, 2023, defining certain terms of the 4.375% Senior Notes due 2028 (filed as Exhibit 4.1 to our Current Report on Form 8-K filed on May 12, 2023) (SEC File No. 1-14064).*

Exhibit 4.1 THE ESTÉE LAUDER COMPANIES INC. 4.375% Senior Notes due 2028 May 12, 2023 OFFICERS’ CERTIFICATE THE UNDERSIGNED, Tracey T. Travis and Spencer G. Smul, do hereby certify that they are the duly appointed, qualified and acting Executive Vice President and Chief Financial Officer and Senior Vice President, Deputy General Counsel and Secretary, respectively, of The Estée Lauder Companies In

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 9, 2023 The Estée Lauder Compa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 9, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissio

Calculation of Filing Fee Table1 424(b)(2) (Form Type) The Estée Lauder Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities

EX-FILING FEES 2 tm2314691d3ex-filingfees.htm EX-FILING FEES Exhibit 107 Calculation of Filing Fee Table1 424(b)(2) (Form Type) The Estée Lauder Companies Inc. (Exact Name of Registrant as Specified in its Charter) Table 1: Newly Registered Securities Security Type Security Class Title Fee Calculation or Carry Forward Rule Amount Registered Proposed Maximum Offering Price Per Unit Maximum Aggregat

$2,000,000,000 The Estée Lauder Companies Inc. $700,000,000 4.375% Senior Notes due 2028 $700,000,000 4.650% Senior Notes due 2033 $600,000,000 5.150% Senior Notes due 2053

TABLE OF CONTENTS  Filed Pursuant to Rule 424(b)(2)  Registration No. 333-256336 PROSPECTUS SUPPLEMENT (To prospectus dated May 20, 2021) $2,000,000,000 The Estée Lauder Companies Inc. $700,000,000 4.375% Senior Notes due 2028 $700,000,000 4.650% Senior Notes due 2033 $600,000,000 5.150% Senior Notes due 2053 We are offering $700,000,000 aggregate principal amount of our 4.375% senior notes due 20

FINAL TERM SHEET 4.375% Senior Notes due 2028 4.650% Senior Notes due 2033 5.150% Senior Notes due 2053

Issuer Free Writing Prospectus Filed Pursuant to Rule 433 Registration Statement No.

SUBJECT TO COMPLETION, DATED MAY 9, 2023

TABLE OF CONTENTS The information in this preliminary prospectus supplement is not complete and may be changed.

Employment Agreement with Jane Lauder (filed as Exhibit 10.1 to our Quarterly Report on Form 10-Q filed on May 3, 2023) (SEC File No. 1-14064).*†

exhbit101employmentagre Exhibit 10.1 Page | 1 EMPLOYMENT AGREEMENT THIS AGREEMENT (“Agreement”), effective as of January 30, 2023 (the “Agreement Date”), between THE ESTÉE LAUDER COMPANIES INC., a Delaware corporation (the “Company”), and JANE LAUDER, a resident of New York (the “Executive” or “you”), W I T N E S S E TH: WHEREAS, the Company and its subsidiaries are principally engaged in the busi

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 THIRD QUARTER RESULTS Net Sales Decreased 12% and Diluted EPS Declined 72% to $.43 Organic Net Sales1 Decreased 8% and Adjusted Diluted EPS Fell 74% in Constant Currency Overall Results Impacted by Slowe

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 THIRD QUARTER RESULTS Net Sales Decreased 12% and Diluted EPS Declined 72% to $.43 Organic Net Sales1 Decreased 8% and Adjusted Diluted EPS Fell 74% in Constant Currency Overall Results Impacted by Slower As

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 2, 2023 The Estée Lauder Compa

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 2, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissio

EL / Estee Lauder Companies Inc / PARSONS RICHARD D - SC 13G/A Passive Investment

SC 13G/A 1 tm235615d2sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 26)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of

EL / Estee Lauder Companies Inc / LAUDER RONALD S - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 26)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box

EL / Estee Lauder Companies Inc / LAL FAMILY CORP - SC 13G/A Passive Investment

SC 13G/A 1 brhc10047826sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 17)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing

List of Parties to the Stockholders’ Agreement (as of December 31, 2022)

EX-99 2 brhc10047826ex99-a.htm EXHIBIT A EXHIBIT A List of Parties to the Stockholders’ Agreement (as of December 31, 2022) Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT Re

EL / Estee Lauder Companies Inc / LAL FAMILY PARTNERS LP - SC 13G/A Passive Investment

SC 13G/A 1 brhc10047829sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 17)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing

EL / Estee Lauder Companies Inc / LAUDER LEONARD A - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 26)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / Estee Lauder Companies Inc / Lauder William P - SC 13G/A Passive Investment

SC 13G/A 1 tm235615d4sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 27)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of

EL / Estee Lauder Companies Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 9)* Name of issuer: Estee Lauder Cos. Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 518439104 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2023 The Estée Lauder

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 1, 2023 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 SECOND QUARTER RESULTS Net Sales Decreased 17% and Diluted EPS Decreased 63% to $1.09 Organic Net Sales1 Decreased 11% and Adjusted Diluted EPS Fell 44% in Constant Currency Exceeded Adjusted Diluted EPS

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 SECOND QUARTER RESULTS Net Sales Decreased 17% and Diluted EPS Decreased 63% to $1.09 Organic Net Sales1 Decreased 11% and Adjusted Diluted EPS Fell 44% in Constant Currency Exceeded Adjusted Diluted EPS Out

The Estee Lauder Companies Retirement Growth Account Plan, as amended and restated, effective as of January 1, 2023 (SEC File No. 1-14064).†

exhibit101-esteelauderxr THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN As Amended and Restated Effective as of January 1, 2023 Exhibit 10.

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 18, 2022 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 15, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

The Estée Lauder Companies to Acquire the TOM FORD Brand Transaction values Tom Ford at $2.8 billion Ermenegildo Zegna Group and Marcolin S.p.A. enter long-term license agreements for TOM FORD fashion and TOM FORD eyewear, respectively

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] The Est?e Lauder Companies to Acquire the TOM FORD Brand Transaction values Tom Ford at $2.8 billion Ermenegildo Zegna Group and Marcolin S.p.A. enter long-term license agreements for TOM FORD fashion and TOM FORD eyewear, respectively New York, NY, Nove

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. 1)

DEFR14A 1 defr14a1104.htm DEFR14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. 1) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for use of the Commission

Financial Statements and Exhibits, Results of Operations and Financial Condition

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 1, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2023 FIRST QUARTER RESULTS Net Sales Decreased 11% and Diluted EPS Decreased 28% to $1.35 Organic Net Sales1 Decreased 5% and Adjusted Diluted EPS Fell 24% in Constant Currency, As Expected Headwinds Will Con

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE EST?E LAUDER COMPANIES REPORTS FISCAL 2023 FIRST QUARTER RESULTS Net Sales Decreased 11% and Diluted EPS Decreased 28% to $1.35 Organic Net Sales1 Decreased 5% and Adjusted Diluted EPS Fell 24% in Constant Currency, As Expected Headwinds Will Continu

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       )

DEF 14A 1 tm2222590-1def14a.htm DEF 14A TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use o

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-14064 The Est?e Lauder Comp

List of significant subsidiaries.

EXHIBIT 21.1 THE EST?E LAUDER COMPANIES INC. SIGNIFICANT SUBSIDIARIES All significant subsidiaries are wholly-owned by The Est?e Lauder Companies Inc. and/or one or more of its wholly-owned subsidiaries. Name Jurisdiction in which Organized Estee Lauder Inc. Delaware Estee Lauder International, Inc. Delaware ELC Management LLC Delaware Estee Lauder Luxembourg S.a.R.L. Luxembourg Estee Lauder BV Be

Agreement of Sublease, dated May 18, 2022, between Editions de Parfums LLC, Sublandlord and Melville Management Corporation, Subtenant

Employment Agreement with Jane Hertzmark Hudis (filed as Exhibit 10.13 to our Annual Report on Form 10-K filed on August 24, 2022) (SEC File No. 1-14064).*†

Exhibit 10.13 EMPLOYMENT AGREEMENT THIS AGREEMENT (?Agreement?), effective as of July 12, 2018, between THE EST?E LAUDER COMPANIES INC., a Delaware corporation (the ?Company?), and JANE HERTZMARK HUDIS, a resident of New York (the ?Executive? or ?you?), W I T N E S S E T H: WHEREAS, the Company and its subsidiaries are principally engaged in the business of manufacturing, marketing and selling ski

Power of Attorney.

EXHIBIT 24.1 POWER-OF-ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that each person whose signature appears below constitutes and appoints William P. Lauder, Fabrizio Freda and Tracey T. Travis, and each of them, such person?s true and lawful attorneys-in-fact and agents, with full power of substitution and revocation, for such person and in such person?s name, place and stead, in any and all capa

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934.

Exhibit 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 As of the date of our annual report on Form 10-K of which this Exhibit is part, The Est?e Lauder Companies Inc., a Delaware corporation, had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): Class A Common Stock, p

THE ESTÉE LAUDER COMPANIES REPORTS EXCELLENT FISCAL 2022 RESULTS Full Year Net Sales Increased 9% and Diluted EPS Decreased to $6.55 from $7.79 Organic Net Sales1 Grew 8% and Adjusted Diluted EPS Increased 12% in Constant Currency Strong Organic Sale

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE EST?E LAUDER COMPANIES REPORTS EXCELLENT FISCAL 2022 RESULTS Full Year Net Sales Increased 9% and Diluted EPS Decreased to $6.55 from $7.79 Organic Net Sales1 Grew 8% and Adjusted Diluted EPS Increased 12% in Constant Currency Strong Organic Sales Gr

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 17, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 18, 2022 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

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The Est?e Lauder Companies Inc. 767 Fifth Avenue New York, NY 10153 July 21, 2022 Ms. Nudrat Salik Ms. Jeanne Baker Division of Corporation Finance Office of Life Sciences United States Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 RE: The Est?e Lauder Companies Inc. Form 10-K for the fiscal year ended June 30, 2021 Filed August 27, 2021 File No. 001-14064 Dear Ms. S

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 11, 2022 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

Financial Statements and Exhibits, Costs Associated with Exit or Disposal Activities

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 2 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 18, 2020 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of inc

The Estée Lauder Companies Inc.

The Est?e Lauder Companies Inc. 767 Fifth Avenue New York, NY 10153 June 23, 2022 Ms. Nudrat Salik Ms. Jeanne Baker Division of Corporation Finance Office of Life Sciences United States Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 RE: The Est?e Lauder Companies Inc. Form 10-K for the fiscal year ended June 30, 2021 Filed August 27, 2021 File No. 001-14064 Dear Ms. S

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 (State or other jurisdiction of incorporation) (Commission file number) 767 Fifth Avenue, New York, New York 10153 (Address of principal executive offices) (Zip code) Roberto Canevari Ex

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The Est?e Lauder Companies Inc. 767 Fifth Avenue New York, NY 10153 May 25, 2022 Ms. Nudrat Salik Ms. Jeanne Baker Division of Corporation Finance Office of Life Sciences United States Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 RE: The Est?e Lauder Companies Inc. Form 10-K for the fiscal year ended June 30, 2021 Filed August 27, 2021 File No. 001-14064 Dear Ms. Sa

STRONG FISCAL 2022 THIRD QUARTER RESULTS AMID MARKET HEADWINDS Net Sales Increased 10% and Diluted EPS Increased 24% to $1.53 Organic Net Sales1 Grew 9% and Adjusted Diluted EPS Rose 18% in Constant Currency Western Markets and Brick-and-Mortar Outpe

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] STRONG FISCAL 2022 THIRD QUARTER RESULTS AMID MARKET HEADWINDS Net Sales Increased 10% and Diluted EPS Increased 24% to $1.53 Organic Net Sales1 Grew 9% and Adjusted Diluted EPS Rose 18% in Constant Currency Western Markets and Brick-and-Mortar Outperfor

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 2, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commissio

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-

Amendment to amended and restated The Estee Lauder Companies Retirement Growth Account Plan, effective as of May 31, 2022 (filed as Exhibit 10.1 on our Quarterly Report on Form 10-Q filed on May 3, 2022) (SEC File No. 1-14064).*†

Exhibit 10.1 AMENDMENT TO THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN The Estee Lauder Companies Retirement Growth Account Plan, as amended and restated effective as of January 1, 2019 (the ?RGA Plan?), is hereby further amended, effective as of May 31, 2022, to add the following new Section 1.6 to the end of Appendix CC (?Provisions Governing Certain Employees of Alzheimer?s Drug Di

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 25, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commis

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 28, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 22, 2022 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

EL / Estee Lauder Companies Inc / LAL FAMILY CORP - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 16)* The Est?e Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

List of Parties to the Stockholders’ Agreement (as of December 31, 2021)

EXHIBIT A List of Parties to the Stockholders? Agreement (as of December 31, 2021) Leonard A.

Exhibit 10

EXHIBIT 10 List of Parties to the Stockholders’ Agreement (as of December 31, 2021) Leonard A.

EL / Estee Lauder Companies Inc / EHRENKRANZ JOEL S - SC 13G/A Passive Investment

SC 13G/A 1 brhc10033772sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 23)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing

EL / Estee Lauder Companies Inc / Leonard A. Lauder 2013 Revocable Trust - SC 13D/A Activist Investment

SC 13D/A 1 brhc10033766sc13da.htm SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 4)* The Estee Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share 518439 10 4 (Title of class of securities) (CUSIP number) Howard Dicker Weil, Gotshal & Manges LLP 767 Fifth Avenue

EL / Estee Lauder Companies Inc / LAL FAMILY PARTNERS LP - SC 13G/A Passive Investment

SC 13G/A 1 brhc10033762sc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 16)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing

EL / Estee Lauder Companies Inc / LAUDER LEONARD A - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 25)* The Est?e Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / Estee Lauder Companies Inc / LAUDER RONALD S - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 25)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share (Title of Class of Securities) 518439104 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box t

EL / Estee Lauder Companies Inc / PARSONS RICHARD D - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 25)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / Estee Lauder Companies Inc / Lauder William P - SC 13G/A Passive Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 26)* The Est?e Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

EL / Estee Lauder Companies Inc / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 8)* Name of issuer: Estee Lauder Cos. Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 518439104 Date of Event Which Requires Filing of this Statement: December 31, 2021 Check the appropriate box to designate the rule pursuant to which this Schedule

THE ESTÉE LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2022 SECOND QUARTER RESULTS Net Sales Increased 14% and Diluted EPS Rose 25% to $2.97 Organic Net Sales1 Grew 11% and Adjusted Diluted EPS Increased 15% in Constant Currency All Engines Ignited Re

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE EST?E LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2022 SECOND QUARTER RESULTS Net Sales Increased 14% and Diluted EPS Rose 25% to $2.97 Organic Net Sales1 Grew 11% and Adjusted Diluted EPS Increased 15% in Constant Currency All Engines Ignited Reflec

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 2, 2022 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

The Estee Lauder Companies Retirement Growth Account Plan, as amended and restated, effective as of January 1, 2019, as further amended through January 1, 2022 (filed as Exhibit 10.2 to our Quarterly Report on Form 10-Q filed on February 3, 2022) (SEC File No. 1-14064).*†

Exhibit 10.2 THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN As Amended and Restated Effective as of January 1, 2019 THE ESTEE LAUDER COMPANIES RETIREMENT GROWTH ACCOUNT PLAN TABLE OF CONTENTS SECTION 1 NAME AND CONSTRUCTION 1 SECTION 2 DEFINITIONS 2 SECTION 3 PARTICIPATION 12 SECTION 4 RETIREMENT DATES 14 SECTION 5 PARTICIPANTS? RETIREMENT ACCOUNTS 15 SECTION 6 CONTRIBUTIONS 23 SECTION

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 12, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 1, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file numbe

THE ESTÉE LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2022 FIRST QUARTER RESULTS Net Sales Increased 23% and Diluted EPS Rose 32% to $1.88 Organic Net Sales1 Grew 18% and Adjusted Diluted EPS Increased 29% in Constant Currency Positioned to Deliver S

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE EST?E LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2022 FIRST QUARTER RESULTS Net Sales Increased 23% and Diluted EPS Rose 32% to $1.88 Organic Net Sales1 Grew 18% and Adjusted Diluted EPS Increased 29% in Constant Currency Positioned to Deliver Stron

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 21, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

Entry into a Material Definitive Agreement, Termination of a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) October 22, 2021 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

Credit Agreement, dated as of October 22, 2021, among The Estée Lauder Companies Inc., the Eligible Subsidiaries of the Company, as defined therein, the lenders party thereto, and JPMorgan Chase Bank, N.A., as administrative agent

Exhibit 10.1 Execution VERSION $2,500,000,000 CREDIT AGREEMENT dated as of October 22, 2021 among The Est?e Lauder Companies Inc., The Eligible Subsidiaries From Time to Time Party Hereto, The Lenders From Time to Time Party Hereto, JPMorgan Chase Bank, N.A., as Administrative Agent BNP Paribas, Citibank, N.A., Bank of America, N.A. and MUFG Bank, Ltd., as Syndication Agents JPMorgan Chase Bank, N

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. )

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No.       )

TABLE OF CONTENTS UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ??????) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? ? Confidential, for Use of the Commission Only (as permitted by

EL / Estee Lauder Companies Inc / LAUDER AERIN - FORM SC 13D/A Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 6)* THE EST?E LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) JEFFREY N. SCHWARTZ, ESQ. DAVIS POLK & WARDWELL LLP 450 LEXINGTON AVENUE NEW YORK, NEW YORK 10017 (21

EL / Estee Lauder Companies Inc / ZINTERHOFER AERIN LAUDER TRUST U/A/D 4/24/00 Activist Investment

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 13)* THE EST?E LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) PETER J. SCHAEFFER, ESQ. PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK, NE

The Estée Lauder Companies Inc. Amended and Restated Non-Employee Director Share Incentive Plan (as of July 13, 2021) (filed as Exhibit 10.15e to our Annual Report on Form 10-K filed on August 27, 2021) (SEC File No. 1-14064).*†

Exhibit 10.15e THE EST?E LAUDER COMPANIES INC. AMENDED AND RESTATED NON-EMPLOYEE DIRECTOR SHARE INCENTIVE PLAN (Amended and Restated as of July 13, 2021) 1. Purpose. The Est?e Lauder Companies Inc. Non-Employee Director Share Incentive Plan (the ?Plan?) is intended (i) to provide incentives which will attract, retain and motivate highly competent persons as non-employee directors of The Est?e Laud

Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934.

Exhibit 4.1 Description of Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934 As of the date of our annual report on Form 10-K of which this Exhibit is part, The Est?e Lauder Companies Inc., a Delaware corporation, had one class of securities registered under Section 12 of the Securities Exchange Act of 1934, as amended (the ?Exchange Act?): Class A Common Stock, p

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-14064 The Est?e Lauder Comp

Third Amendment to Creative Consultant Agreement between Estee Lauder Inc. and Aerin Lauder Zinterhofer effective July 1, 2021(filed as Exhibit 10.24c to our Annual Report on Form 10-K filed on August 27, 2021) (SEC File No. 1-14064).*†

Exhibit 10.24c Estee Lauder Inc. 767 Fifth Avenue New York, NY 10153 Effective as of July 1, 2021 Aerin Lauder Zinterhofer c/o Aerin LLC 595 Madison Avenue 5th Floor New York, NY 10022 Re: Creative Consultant Agreement Dear Ms. Lauder: This letter, when signed by the respective parties, will constitute an amendment (?Third Amendment?) to the agreement dated April 6, 2011 (?Agreement?), as amended,

Power of Attorney.

EXHIBIT 24.1 POWER-OF-ATTORNEY KNOW ALL PERSONS BY THESE PRESENTS, that each person whose signature appears below constitutes and appoints William P. Lauder, Fabrizio Freda and Tracey T. Travis, and each of them, such person?s true and lawful attorneys-in-fact and agents, with full power of substitution and revocation, for such person and in such person?s name, place and stead, in any and all capa

Summary of Compensation For Non-Employee Directors of the Company (filed as Exhibit 10.16b to our Annual Report on Form 10-K filed on August 27, 2021) (SEC File No. 1-14064).*†

Exhibit 10.16b Summary of Compensation for Non-Employee Directors of the Company (Effective July 13, 2021) The following summary describes compensation for non-employee directors. Annual Cash Retainer for Board Service. Each non-employee director receives an annual cash retainer of $100,000, payable quarterly in advance, which may be deferred, as explained below. Annual Cash Retainer for Presiding

Form of Non-annual Performance Share Unit Award Agreement for Executive Officers under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Form of Notice of Grant) (filed as Exhibit 10.18s to our Annual Report on Form 10-K filed on August 27, 2021 (SEC File No. 1-14064).*†

Exhibit 10.18s Each of the Stock Plan Subcommittee of the Compensation Committee and the Compensation Committee of the Board of Directors of The Est?e Lauder Companies Inc. reserves the right to change provisions of this Agreement to comply with applicable laws or regulations. Non-Annual Performance Share Unit Award Agreement Under The Est?e Lauder Companies Inc. Amended and Restated Fiscal 2002 S

Form of Performance Share Unit Award Agreement for Employees including Executive Officers under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Form of Notice of Grant) (filed as Exhibit 10.18t to our Annual Report on Form 10-K filed on August 27, 2021) (SEC File No. 1-14064).*†

Exhibit 10.18t Each of the Stock Plan Subcommittee of the Compensation Committee and the Compensation Committee of the Board of Directors of The Est?e Lauder Companies Inc. reserves the right to change provisions of this Agreement to comply with the American Jobs Creation Act of 2004 or other applicable laws or regulations. Performance Share Unit Award Agreement Under The Est?e Lauder Companies In

List of significant subsidiaries.

EXHIBIT 21.1 THE EST?E LAUDER COMPANIES INC. SIGNIFICANT SUBSIDIARIES All significant subsidiaries are wholly-owned by The Est?e Lauder Companies Inc. and/or one or more of its wholly-owned subsidiaries. Name Jurisdiction in which Organized Estee Lauder Inc. Delaware Estee Lauder International, Inc. Delaware ELC Management LLC Delaware Estee Lauder Europe, Inc. Delaware Estee Lauder Luxembourg S.a

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 18, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commi

THE ESTÉE LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2021 RESULTS Full Year Net Sales Increased 13% and Diluted EPS Increased to $7.79 from $1.86 In Constant Currency, Net Sales Grew 11% and Adjusted Diluted EPS Increased 54% Fourth Quarter Net Sale

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE EST?E LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2021 RESULTS Full Year Net Sales Increased 13% and Diluted EPS Increased to $7.79 from $1.86 In Constant Currency, Net Sales Grew 11% and Adjusted Diluted EPS Increased 54% Fourth Quarter Net Sales Gr

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) July 13, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

List of Parties to the Stockholders’ Agreement

EXHIBIT H List of Parties to the Stockholders? Agreement Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT Remainder Trust f/b/o William Lauder and (c) as Trustee of the 1992 G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 12)* THE ESTéE LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title o

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 12)* THE EST?E LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) PETER J. SCHAEFFER, ESQ. PATTERSON BELKNAP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK, NE

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 5)*

SC 13D/A 1 dp152644sc13da.htm FORM SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 5)* THE ESTÉE LAUDER COMPANIES INC. (Name of Issuer) CLASS A COMMON STOCK PAR VALUE $.01 PER SHARE (Title of Class of Securities) 518439 10 4 (CUSIP Number) JEFFREY N. SCHWARTZ, ESQ. DAVIS POLK & WARDWELL LLP 450 L

List of Parties to the Stockholders’ Agreement

EXHIBIT 8 List of Parties to the Stockholders? Agreement Leonard A. Lauder, (a) individually and (b) as Trustee of The Leonard A. Lauder 2013 Revocable Trust Ronald S. Lauder, (a) individually and (b) as Trustee of The Descendants of Ronald S. Lauder 1966 Trust William P. Lauder, (a) individually, (b) as Trustee of the 1992 GRAT Remainder Trust f/b/o William Lauder and (c) as Trustee of the 1992 G

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter)

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM SD SPECIALIZED DISCLOSURE REPORT The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification No.) 767 Fifth Avenue, New York, New York 10153 (Address of principal exec

As filed with the Securities and Exchange Commission on May 20, 2021

TABLE OF CONTENTS As filed with the Securities and Exchange Commission on May 20, 2021 Registration No.

Statement of Eligibility of Trustee.

securities and exchange commission Washington, D.C. 20549 FORM T-1 Statement of Eligibility Under The Trust Indenture Act of 1939 of a Corporation Designated to Act as Trustee Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) ? U.S. BANK TRUST NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 41-1973763 I.R.S. Employer Identification

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 1-

THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2021 THIRD QUARTER RESULTS Net Sales Increased 16% and Diluted EPS Improved to $1.24 from a Loss of $.02 In Constant Currency, Net Sales Grew 13% and Adjusted Diluted EPS Increased 88% Net Sales Grew 9% Fisca

EX-99.1 2 fy2021q3exhibit991.htm EX-99.1 Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS FISCAL 2021 THIRD QUARTER RESULTS Net Sales Increased 16% and Diluted EPS Improved to $1.24 from a Loss of $.02 In Constant Currency, Net Sales Grew 13% and Adjusted Diluted EPS

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) April 30, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commis

Performance Share Unit Award Agreement with Fabrizio Freda under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Notice of Grant) (filed as Exhibit 10.2 to our Current Report on Form 8-K filed on March 16, 2021) (SEC File No. 1-14064).*†

EX-10.2 3 brhc10021766ex10-2.htm EXHIBIT 10.2 Exhibit 10.2 NOTICE OF GRANT UNDER THE ESTÉE LAUDER COMPANIES INC. AMENDED AND RESTATED FISCAL 2002 SHARE INCENTIVE PLAN (as of November 15, 2019) (The “Plan”) This Notice of Grant is incorporated by reference into the Performance Share Unit Award Agreement dated as of March 11, 2021 (the “Agreement”) and made a part thereof. This is to confirm that yo

Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 11, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commis

Price-Vested Unit Award Agreement with Fabrizio Freda under The Estée Lauder Companies Inc. Amended and Restated Fiscal 2002 Share Incentive Plan (including Notice of Grant) (filed as Exhibit 10.1 to our current Report on Form 8-K filed on March 16, 2021) (SEC File No. 1-14064).*†

Exhibit 10.1 NOTICE OF GRANT UNDER THE EST?E LAUDER COMPANIES INC. AMENDED AND RESTATED FISCAL 2002 SHARE INCENTIVE PLAN (as of November 15, 2019) (The ?Plan?) This Notice of Grant is incorporated by reference into the Price Vested Unit Award Agreement dated as of March 11, 2021 (the ?Agreement?) and made a part thereof. This is to confirm that you were awarded a grant of Price Vested Units at the

Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) March 1, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Commiss

Underwriting Agreement, dated March 1, 2021, among The Estée Lauder Companies Inc. and BofA Securities, Inc., BNP Paribas Securities Corp. and Goldman Sachs & Co. LLC, as representatives of the several underwriters named therein.

Exhibit 1.1 The Est?e Lauder Companies Inc. 1.950% Senior Notes due 2031 Underwriting Agreement New York, New York March 1, 2021 To the Representatives named in Schedule I hereto of the several Underwriters named in Schedule II hereto Ladies and Gentlemen: The Est?e Lauder Companies Inc., a corporation organized under the laws of Delaware (the ?Company?), proposes to sell to the several underwrite

THE ESTÉE LAUDER COMPANIES TO ISSUE $600 MILLION OF SENIOR NOTES

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Investor Relations: Rainey Mancini [email protected] Media Relations: Jill Marvin [email protected] THE EST?E LAUDER COMPANIES TO ISSUE $600 MILLION OF SENIOR NOTES New York, NY, March 1, 2021 - The Est?e Lauder Companies Inc. (NYSE: EL) today announced the offering and pricing of $600 million aggregate principal amount of 1.950% Senior Notes

Officers’ Certificate, dated March 4, 2021, defining certain terms of the 1.950% Senior Notes due 2031 (filed as Exhibit 4.1 to our Current Report on Form 8-K filed on March 4, 2021) (SEC File No. 1-14064).*

Exhibit 4.1 THE EST?E LAUDER COMPANIES INC. 1.950% Senior Notes due 2031 March 4, 2021 OFFICERS? CERTIFICATE THE UNDERSIGNED, Tracey T. Travis and Spencer G. Smul, do hereby certify that they are the duly appointed, qualified and acting Executive Vice President and Chief Financial Officer and Senior Vice President, Deputy General Counsel and Secretary, respectively, of The Est?e Lauder Companies I

CALCULATION OF REGISTRATION FEE

TABLE OF CONTENTS Filed pursuant to Rule 424(b)(2) Registration No. 333-225076? CALCULATION OF REGISTRATION FEE ? ? Title of Each Class of Securities to be Registered ? ? ? Amount to be Registered ? ? ? Proposed Maximum Offering Price ? ? ? Proposed Maximum Aggregate Offering Price(1) ? ? ? Amount of Registration Fee ? 1.950% Senior Notes due 2031 ? ? ? ? $ 600,000,000 ? ? ? ? ? ? 99.340% ? ? ? ?

FINAL TERM SHEET March 1, 2021 1.950% Senior Notes due 2031

Filed Pursuant to Rule 433 Registration Statement No. 333-225076 March 1, 2021 FINAL TERM SHEET March 1, 2021 1.950% Senior Notes due 2031 Issuer: The Est?e Lauder Companies Inc. Security: 1.950% Senior Notes due 2031 (the ?Notes?) Size: $600,000,000 Maturity Date: March 15, 2031 Coupon: 1.950% Interest Payment Dates: March 15 and September 15, commencing September 15, 2021 Price to Public: 99.340

SUBJECT TO COMPLETION, DATED MARCH 1, 2021

TABLE OF CONTENTS The information in this preliminary prospectus supplement is not complete and may be changed.

Financial Statements and Exhibits, Costs Associated with Exit or Disposal Activities

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A Amendment No. 1 CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) August 18, 2020 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of inc

Financial Statements and Exhibits, Other Events

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 23, 2021 The Est?e Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com

THE ESTÉE LAUDER COMPANIES TO INCREASE ITS OWNERSHIP IN DECIEM ELC will expand its investment in the company behind fast-growing skin care brands The Ordinary and NIOD, and establish terms for full ownership in three years

Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Media Relations: Jill Marvin [email protected] Investor Relations: Rainey Mancini [email protected] THE ESTÉE LAUDER COMPANIES TO INCREASE ITS OWNERSHIP IN DECIEM ELC will expand its investment in the company behind fast-growing skin care brands The Ordinary and NIOD, and establish terms for full ownership in three years New York, February 23

Exhibit 9

EXHIBIT 9 List of Parties to the Stockholders’ Agreement (as of December 31, 2020) Leonard A.

List of Parties to the Stockholders’ Agreement (as of December 31, 2020)

EXHIBIT A List of Parties to the Stockholders’ Agreement (as of December 31, 2020) Leonard A.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 15)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 15)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)*

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* The Estee Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share 518439104 (Title of class of securities) (CUSIP number) Howard Dicker Weil, Gotshal & Manges LLP 767 Fifth Avenue New York, New York 10153 (212) 310-8000 (Nam

List of Parties to the Stockholders’ Agreement (as of December 31, 2020)

EXHIBIT A List of Parties to the Stockholders’ Agreement (as of December 31, 2020) Leonard A.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 22)*

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 22)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) (CUSIP Number) December 31, 2020 (Date of Event

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 25)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) (CUSIP Number) December 31, 2020 (Date of Event

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 25)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share (Title of Class of Securities) (CUSIP Number) December 31, 2020 (Date of Event

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Est?e Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $.01 per share (Title of Class of Securities) 518439104 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box t

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 24)* The Estée Lauder Companies Inc. (Name of Issuer) Class A Common Stock, par value $0.01 per share (Title of Class of Securities) 518439 10 4 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate bo

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)*

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 7)* Name of issuer: Estee Lauder Cos. Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 518439104 Date of Event Which Requires Filing of this Statement: December 31, 2020 Check the appropriate box to designate the rule pursuant to which this Schedule

THE ESTÉE LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2021 SECOND QUARTER RESULTS Net Sales Increased 5% and Diluted EPS Rose 56% Net Sales Grew 3% and Adjusted Diluted EPS Increased 21% in Constant Currency The Company Plans to Resume Its Share Repu

EX-99.1 2 fy2021q2exhibit991.htm EX-99.1 Exhibit 99.1 767 Fifth Avenue New York, NY 10153 News Contact: Investors: Rainey Mancini [email protected] Media: Jill Marvin [email protected] THE ESTÉE LAUDER COMPANIES REPORTS OUTSTANDING FISCAL 2021 SECOND QUARTER RESULTS Net Sales Increased 5% and Diluted EPS Rose 56% Net Sales Grew 3% and Adjusted Diluted EPS Increased 21% in Constant Currency The C

Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) February 4, 2021 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Comm

Quarterly Report - 10-Q

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number

Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders - 8-K

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) November 10, 2020 The Estée Lauder Companies Inc. (Exact name of registrant as specified in its charter) Delaware 1-14064 11-2408943 (State or other jurisdiction of incorporation) (Com