President, Chief Executive Officer & Director, Estée Lauder Companies The
Search every verified Fabrizio Freda interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Fabrizio Freda, president and CEO of Estée Lauder Companies, discussed the company’s fiscal 2026 first-quarter results on an October 31, 2025 earnings call, reporting organic sales growth of 3% and a sequential acceleration from a 13% decline in the prior quarter. He stated that the company had returned to appropriate inventory levels in travel retail and noted that retail sales in China increased double digits, outperforming the prestige beauty market. Freda also announced a new partnership with Shopify to modernize the company’s direct-to-consumer business and reaffirmed the full-year outlook. On a January 30, 2026 earnings call covering the second quarter, Freda reported 4% organic sales growth, operating margin expansion, and 43% EPS growth. He said the company was raising its fiscal 2026 outlook, narrowing organic sales growth toward the high end of the range and increasing operating margin expansion expectations. Freda attributed the momentum to the “beauty reimagine” restructuring initiative, describing a simplified organizational structure with fewer layers. He noted that in mainland China, the company again outperformed prestige beauty with double-digit growth and gained share for the quarter and calendar year 2025, led by La Mer and Tom Ford.
“We are raising our fiscal 26 outlook today by narrowing the organic sales growth range towards the high end, increasing operating margin expansion from 165 to 200 basis point at the midpoint, reflecting previously expected headwind like tariffs and now greater consumer-facing investment and raising EPS growth from 33 t...”
“We are going for the top end of the new guidance that we're giving both in top line and bottom line for this fiscal year. Okay. So that's very clear. That's the mission that we have. We're going for it.”
“We are seeing a lot of strong performance with Estee Lauder and MAC at Ulta. We're very excited and I've communicated it in October, November that we were on tour with MAC at Sephora and this is actually a big milestone for us after many many years of not playing in like all specialty multi universe.”
“We are laser focused in creating eventing VVIP reach to the consumer. So we depend less on the high promotionality of the two major shopping festival being 618 and 1111 and there's plenty of others. There's like international Valentine's Day, there's Chinese Valentine's Day, there's women's day.”
EL - Earnings call Q1 2026.
This month, the guest speaker for the GEI Lunch was Fabrizio Freda, longstanding CEO of Estée Lauder Companies and board ...
The Estée Lauder Companies Q2 2025 Earnings Conference Call. Twitter - https://twitter.com/i101in #earningscall ...
The Estée Lauder Companies EL Q4 2025 Earnings Call --------- In this video, we'll cover the latest quarterly earnings results, key ...
Highlights - Sales boosted by Tom Ford Beauty and M.A.C - Organic growth in China - Sustained growth in Latin America - Strong ...
Estee Lauder CEO Fabrizio Freda appeared on Tuesday's episode of "Mad Money." Subscribe to CNBC PRO for access to investor and analyst insights: https://cnb.cx/2Vtntx6 Estee Lauder President and CEO Fabrizio Freda expressed confidence Tuesday in the cosmetic company’s positioning heading into the holiday shopping season, despite ongoing logistics challenges such as congested U.S. ports. Freda’s comments — made in an interview with CNBC’s Jim Cramer on “Mad Money” — came after Estee Lauder beat Wall Street’s expectations on first-quarter revenue and per-share earnings. Freda said it was “pro…
"The consumer finds a way to get the product they want" and "found a way to buy our product online more than usual," Estee Lauder CEO Fabrizio Freda said. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2JdMwO7 » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect wit…
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