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Fortune

Sheryl Estrada

Estée Lauder CFO on driving a turnaround led by consumer-first innovation

Estée Lauder Estée ELC Clinique United States

(Credit: The Estée Lauder Companies)

Good morning. The Estée Lauder Companies (ELC), whose brands include MAC, Clinique, Aveda, and Le Labo, is gaining momentum in its multi-year turnaround.

The company beat both revenue and earnings expectations in its latest quarter. “2025 was a year of stabilization, building credibility, and promises kept,” EVP and CFO Akhil Shrivastava told me.

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