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Estée Lauder Companies

Stephane de La Faverie

Martial Lauder

Now that ELC’s spring flirtation with Puig is over, investors would very much like it to get back to the long-promised turnaround. But finding buyers for its struggling brands is easier said than done. Plus, why the real narrative on the merger talks just won’t go away.
Rachel Strugatz • June 3, 2026
Rachel Strugatz • May 27, 2026
Lauder Ship Down
Stephane de La Faverie
News, notes, finger-pointing, and post-deal recriminations stemming from the failed combination of The Estée Lauder Companies and Puig.
Rachel Strugatz & Malique Morris • May 22, 2026
The Lauder-Puig Autopsy & Bad Bunny x Zara Momentum
bad bunny zara
With the beauty megamerger now dead on arrival, what led to its demise? Plus, an actually good celebrity fashion collab.
Hillary Super
Malique Morris & Rachel Strugatz • May 20, 2026
A Bizzaro Victoria’s Secret Collab & Everlane’s Rent Drama
The lingerie retailer has had success of late with a fairly obvious collab strategy, but an upcoming linkup is pretty out there. Plus, what does Everlane’s sale to Shein mean for its San Francisco landlords?
Fabrizio Freda
Lauren Sherman & Rachel Strugatz • May 13, 2026
Fabrizio Freda’s Palazzo Intrigue & The Arnaults’ Korean Overture
An update on the former Estée Lauder C.E.O., who is living his best life in Milan, and the real reason the first family of LVMH is practicing retail diplomacy in Seoul.
Bobbi Brown Jones Road
Rachel Strugatz • May 13, 2026
How Bobbi Brown Beat Bobbi Brown
A decade after exiting her original namesake brand, Brown has achieved an extraordinary second round of success with Jones Road without private equity, Ulta, or Sephora. It must be keeping the Estée Lauder Companies executives up at night.
Jose Manuel Albesa
Rachel Strugatz, Sarah Shapiro & Malique Morris • April 29, 2026
Puig–E.L.C. Tea Leaves & Adidas’s Q1 Report Card
News and notes on Puig’s potential merger with the Estée Lauder Companies, the most popular brands of the year so far according to Lyst, and Adidas’s bullish post-Q1-earnings outlook.
Stephane de La Faverie
Rachel Strugatz • April 29, 2026
Searching for Bobbi Brown
In just a few weeks, Bobbi Brown, the original no-makeup makeup, will exit nearly every major U.S. department store to focus on Ulta and Amazon instead. Will the brand survive Estée Lauder’s attempted takeover of Puig? Or could it end up back in the hands of Brown, herself?
marc puig stephane de la faverie
Rachel Strugatz • March 25, 2026
Negotiating the E.L.C.–Puig Prenup
While the prospect of an Estée Lauder Companies–Puig megamerger has electrified the beauty industry, plenty of questions remain—including whether the resulting $35 billion entity would pose an actual threat to the L’Oréal juggernaut.
Stephane de La Faverie
Malique Morris, Rachel Strugatz & Sarah Shapiro • March 6, 2026
Net-a-Porter on Strike & Estée Lauder’s “Safe” Acquisition
News and notes on Net-a-Porter employees threatening a walkout, E.L.C.’s first acquisition in the de La Faverie era, how GLP-1s are wreaking havoc on retailers’ sizing strategies, and Lululemon’s “brand saturation” problem.