Ginger Yang SVP/GENERAL MANAGER—ESTÉE LAUDER, CHINA ELEVATING BRAND LEADERSHIP THROUGH ONLINE EXCELLENCE AND INNOVATION .5
ESTÉE LAUDER: #1 PRESTIGE BEAUTY BRAND FOR CHINESE CONSUMERS Notes: 1. Brand Health Tracking, FY26Q1; 2. Chinese Consumer = Travel Retail APAC + China + Hong Kong SAR 3. Beauté Research 4. Department stores / freestanding stores #1 PRESTIGE BEAUTY BRAND Among Chinese Total Consumers2 #1 PRESTIGE BEAUTY BRAND2,3 FY26 11% PRESTIGE BEAUTY SHARE2,3 FY26 14% PRESTIGE BEAUTY SHARE | SKIN CARE2,3 FY26 CONSUMER REACH IN 150+ CITIES FOOTPRINT REACH 356 DS/FSS4 Doors ~4.8M CONSUMERS AS OF FY26 NEW CONSUMER ACQUISITION ~2.6M FY26 China Domestic #1 BRAND AWARENESS Unaided / Aided Brand Awareness PRESTIGE SKIN CARE BRAND1 #1 FY26 Q1 CHINESE CONSUMER2 RETAIL SALES $3.8B FY26
Action Plan Priority #1 ACCELERATE BEST- IN-CLASS CONSUMER COVERAGE Accelerate consumer coverage through online excellence Action Plan Priority #2 CREATE TRANSFORMATIVE INNOVATION Advance industry-leading, cutting edge, and comprehensive skin longevity science and ingredients
Action Plan Priority #1 | Accelerate Best-in-Class Consumer Coverage TRANSFORM ONLINE RETAIL INTO A POWERFUL EXPERIENCE AND BRAND-BUILDING ENGINE Notes: 1. Beauté Research, FY26 CONSUMERS ~3.8M Through Online Channels | As of FY26 +17% ESTÉE LAUDER ONLINE RETAIL SALES GROWTH | FY26 vs. FY25 ONLINE PRESTIGE BEAUTY SHARE | FY26 +35 BPS1 #2 Prestige Beauty Brand1 #1 Prestige Beauty Brand1 DOUYIN #2 Prestige Beauty Brand1 TMALL #2 Prestige Beauty Brand1 JD WIN IN ONLINE CHANNELS ONE DIGITAL ECOSYSTEM, DISTINCT ROLES
Action Plan Priority #2 | Create Transformative Innovation DRIVING LONGEVITY LEADERSHIP THROUGH ACCELERATED INNOVATION FY26 INNOVATION OF TOTAL BUSINESS ~26% Notes: 1. Beauté Research, first launch year #2 Luxury Eye Care1 #4 Luxury Cream1 #4 Luxury Lotion1 ~$15M retail sales In first 2 months 1.2M FY26 NEW TO FILE FROM INNOVATIONS BUILDING & MAXIMIZING INNOVATIONS ACCELERATED INNOVATION WITH STRONG DEBUT YEAR THE NEXT FRONTIER OF LONGEVITY 20 years of Longevity Research Stanford Longevity Partnership 20+ SIRTIVITY-LP patents SKIN LONGEVITY EXPERIENCE
AMPLIFY CONTENT COMMERCE Action Plan Priority #1 Accelerate Best-in-Class Consumer Coverage LEAD IN CONTENT E-COMMERCE CONNECT ONLINE TO OFFLINE LONGEVITY 2.0 Action Plan Priority #2 Create Transformative Innovation GLOBAL FOR CHINA CHINA FOR CHINA FUTURE FORWARD: REDEFINE THE NEW PINNACLE OF PRESTIGE BEAUTY