Estée Lauder Companies (The)

Leadership transition places Stéphane de La Faverie as CEO from January 1, 2025 and Akhil Shrivastava as CFO from November 2024. The team has acted decisively with the expanded Profit Recovery and Growth Plan, deeper procurement and supply chain moves, rightsizing, and leadership reorganization by regions.

The Lauder family retains control through Class B shares which aligns patient capital but concentrates voting power. Early progress is visible in two consecutive quarters of growth and improved profitability, yet we need sustained execution to upgrade the score after recent missteps and impairments.