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- Q3 2023 Estee Lauder Companies Inc Earnings Call TranscriptMay 03, 2023R$42.35 (-17.32%)Earnings
- Estee Lauder Companies Inc at UBS Global Consumer and Retail Conference TranscriptMar 16, 2023
- Q2 2023 Estee Lauder Companies Inc Earnings Call TranscriptFeb 02, 2023R$56.28 (-4.71%)Earnings
- Estee Lauder Companies Inc at Morgan Stanley Global Consumer and Retail Conference TranscriptDec 07, 2022
- Q1 2023 Estee Lauder Companies Inc Earnings Call TranscriptNov 02, 2022R$44.11Earnings
- Q4 2022 Estee Lauder Companies Inc Earnings Call TranscriptAug 18, 2022R$60.53 (+1.70%)Earnings
- Estee Lauder Companies Inc at Deutsche Bank dbAccess Global Consumer Conference TranscriptJun 14, 2022
- Estee Lauder Companies Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptJun 02, 2022
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- Q2 2022 Estee Lauder Companies Inc Earnings Call TranscriptFeb 03, 2022R$66.78 (-4.41%)Earnings
- Q1 2022 Estee Lauder Companies Inc Earnings Call TranscriptNov 02, 2021R$76.58Earnings
- Estee Lauder Companies Inc at Barclays Global Consumer Staples Conference TranscriptSep 10, 2021
- Q4 2021 Estee Lauder Companies Inc Earnings Call TranscriptAug 19, 2021R$74.09 (+3.47%)Earnings
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- Q3 2021 Estee Lauder Companies Inc Earnings Call TranscriptMay 03, 2021R$65.68 (-8.31%)Earnings
- Q2 2021 Estee Lauder Companies Inc Earnings Call TranscriptFeb 05, 2021R$61 (+8.78%)Earnings
- Estee Lauder Companies Inc Annual Shareholders Meeting TranscriptNov 10, 2020
- Q1 2021 Estee Lauder Companies Inc Earnings Call TranscriptNov 02, 2020R$53.39Earnings
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- Estee Lauder Companies Inc at Bank of America and Morgan Stanley Summer Webcast Series TranscriptAug 27, 2020
- Q4 2020 Estee Lauder Companies Inc Earnings Call TranscriptAug 20, 2020R$42.45Earnings
- Estee Lauder Companies Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 27, 2020
- Q3 2020 Estee Lauder Companies Inc Earnings Call TranscriptMay 01, 2020R$40Earnings
- Q2 2020 Estee Lauder Companies Inc Earnings Call TranscriptFeb 06, 2020R$34.08Earnings
- Estee Lauder Companies Inc Annual Shareholders Meeting TranscriptNov 15, 2019
- Q1 2020 Estee Lauder Companies Inc Earnings Call TranscriptOct 31, 2019R$31.62Earnings
- Estee Lauder Companies Inc at Barclays Global Consumer Staples Conference TranscriptSep 04, 2019
- Q4 2019 Estee Lauder Companies Inc Earnings Call TranscriptAug 19, 2019R$29.05Earnings
- Estee Lauder Companies Inc at Sanford C Bernstein Strategic Decisions Conference TranscriptMay 29, 2019
- Q3 2019 Estee Lauder Companies Inc Earnings Call TranscriptMay 01, 2019Earnings
- Estee Lauder Companies Inc Investor Day TranscriptMar 06, 2019
- Q2 2019 Estee Lauder Companies Inc Earnings Call TranscriptFeb 05, 2019Earnings
Estee Lauder Companies Inc at UBS Global Consumer and Retail Conference Transcript
Well, good morning, everyone, and welcome to the UBS Global Consumer & Retail Conference here in New York City. My name is Peter Grom. I'm the U.S. Beverages and Household Analyst here at UBS and we are very excited to have joining us this morning as our keynote, Fabrizio Freda, President and Chief Executive Officer of Estée Lauder. So Fabrizio has been the CEO for more than 13.5 years. And during that time, Estée Lauder has transformed into a company with industry-leading organic revenue growth, best-in-class margins and are really 1 of the best, if not the best, are most attractive growth stories in all global beauty.
Despite a strong track record and the likelihood that we're going to return to growth here, there's been a significant amount of volatility in the industry that has impacted both Estée Lauder and just beauty growth more broadly.
Before we start in Q&A, I am required to read a legal disclaimer. As a research analyst, I'm required to provide certain disclosures
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