United States

The Estée Lauder Companies Hosts Investor Day

Company Feature

On Wednesday, March 6, The Estée Lauder Companies (ELC) hosted a dynamic Investor Day for more than 200 guests at The Conrad hotel in downtown New York City. It was the company’s first Investor Day in twelve years and an opportunity for analysts, institutional investors and targets, ratings agencies and select members of the media to hear from and engage with ELC’s vibrant leadership team on select areas of the business. A series of lively presentations, panels, Q&A sessions and conversations were strategically tailored to reflect the day’s theme: The Best Diversified Pure Play: Leveraging Our Enduring Strengths to Capture the Future of Beauty.

Behind the Scenes at ELC Investor Day

Fabrizio Freda, President and CEO, opened the day with a powerful overview of the company’s continued leadership in global prestige beauty and set the stage for each ELC leader to discuss the business areas that are fueling our winning strategy.

Presentations and panels included a deep dive into:

  • Our strength as a proven brand-building, brand-scaling powerhouse
  • A detailed analysis of the role that our powerful digital and e-commerce capabilities play in forging, maintaining and accelerating our direct relationships with global consumers
  • An in-depth panel discussion on the exciting future of Travel Retail across the globe
  • An examination of the continuous growth opportunities in North America, with a specific focus on how Clinique continues to transform within the region
  • A dynamic panel on how we are capitalizing on the unique trends and opportunities in our emerging markets around the world – from China to India to Brazil

The day closed with a financial strategy overview from Chief Financial Officer Tracey T. Travis and remarks from Executive Chairman William P. Lauder.

We are confident that our proven strengths, combined with the enhanced capabilities we have built, will continue to power our winning strategy over the long term.

- Fabrizio Freda

To further bring to life the diversity and beauty of our brands, guests were able to participate in interactive "pop-up" experiences throughout the day that showcased our culture of innovation and creativity. These included Clinique Clinical Reality, Estée Lauder’s new Sakura Micro-Essence (developed in Asia specifically for the Asian consumer), a Tom Ford Beauty fragrance scenting experience, and a M∙A∙C display featuring key elements of the M∙A∙C free standing store experience, such as virtual M∙A∙C-overs and a social media aggregator. Additionally, guests were introduced to the ELC company brand, with a #ELCfamily gallery spotlighting employees from around the world.

William P. Lauder, Executive Chairman

Brand activations at the event in New York City

Jane Lauder, Global Brand President, Clinique

Jane Hertzmark Hudis, Group President

John Demsey, Executive Group President

Fabrizio Freda, President and CEO; Joy Fan, Senior Vice President, General Manager, China; Maria-Laura Santos, General Manager, Brazil; Rohan Vaziralli, General Manager, India; Cedric Prouve, Group President, International

Tracey T. Travis, Executive Vice President and Chief Financial Officer and Joy Fan, Senior Vice President, General Manager, China

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