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NEW YORK – Estée Lauder Companies Inc. (EL) is set to take center stage at Morgan Stanley’s Global Consumer & Retail Conference on December 2, 2025, at 8:00 a.m. EST. Stéphane de La Faverie, President and Chief Executive Officer, will join Aude Gandon, Chief Digital & Marketing Officer, for a fireside chat offering insights into the company’s strategic vision and future growth prospects.
Investors and industry analysts will be keenly watching the discussion, particularly in light of the rapidly evolving landscape of the global beauty market. Estée Lauder, a powerhouse in the prestige beauty space, has been navigating changing consumer preferences, the rise of digital-first brands, and ongoing supply chain challenges. The fireside chat provides an opportunity for leadership to address these dynamics and articulate their strategies for sustaining market leadership.
The discussion is expected to cover a range of topics including Estée Lauder’s digital transformation initiatives, its approach to personalized beauty experiences, and its strategies for engaging with Gen Z and Millennial consumers. The company’s recent acquisitions, particularly within the DECIEM portfolio (including The Ordinary and NIOD), have signaled a commitment to science-backed skincare and reaching value-conscious consumers. Analysts are eager to hear how these brands are performing and contributing to overall growth.
Beyond brand strategy, the leadership team will likely address the company’s efforts in sustainability and corporate social responsibility. Consumers are increasingly demanding brands that align with their values, and Estée Lauder’s commitment to ethical sourcing and environmental stewardship is an important factor in maintaining brand loyalty and attracting new customers.
Interested parties can access a live webcast of the fireside chat from 08:00 a.m. – 08:40 a.m. EST on December 2nd at http://www.elcompanies.com/investors. The webcast will be archived on the same site for later viewing.
The Estée Lauder Companies Inc. is a global leader in the manufacture, marketing, and sale of prestige skincare, makeup, fragrance, and hair care products. Its diverse portfolio of brands includes iconic names such as Estée Lauder, Clinique, M·A·C, La Mer, and Jo Malone London, alongside emerging brands like Dr.Jart+ and BALMAIN Beauty. With a presence in approximately 150 countries and territories, Estée Lauder continues to shape the future of the beauty industry.
From a technological standpoint, observers will be watching for clues about how the company is leveraging AI and machine learning to personalize product recommendations and improve the customer experience. Estée Lauder’s investment in augmented reality tools for virtual try-ons and diagnostic skincare apps suggests a forward-thinking approach to integrating technology into the consumer journey. The fireside chat could shed light on the company’s future plans for digital innovation and its potential impact on market share.
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