Estee Lauder Companies Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 02, 2025 / 01:00PM GMT

Release Date Price: $99.64 (+5.21%)

Transcript

Dara Mohsenian

Morgan Stanley - Analyst

All right. Good morning, everyone. I'm Dara Mohsenian, Morgan Stanley's household products and beverage analyst. I'm very pleased to open Morgan Stanley's Global Consumer and Retail Conference by welcoming back Estee Lauder here. Before we get started, I do have to note a quick disclosure.

Please see the Morgan Stanley research website at www.morganstanley.com for important research disclosures, and feel free to reach out to your Morgan Stanley representative with any questions. So joining us today from Estee Lauder are CEO, Stephane de la Faverie; and Chief Digital and Marketing Officer, Aude Gandon. Thank you so much, guys, for being here.

Stephane De La Faverie

Estee Lauder Companies Inc - President, Chief Executive Officer, Director

Thank you.

Questions & Answers

Dara Mohsenian

Morgan Stanley - Analyst

So I thought, first, Stephane, you're a year in Beauty Reimagined. You seem to

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