ADVANCING LUXURY ARTISANAL FRAGRANCE THROUGH SIGNATURE RETAIL EXPERIENCES AND INNOVATION Neo Ye VP/BRAND GENERAL MANAGER – LE LABO, KILIAN PARIS AND EDITIONS DE PARFUMS FRÉDÉRIC MALLE, CHINA .9
ESTÉE LAUDER COMPANIES GAINED +1.0PT OF PRESTIGE FRAGRANCE SHARE1 IN FY26 Notes: 1. Beauté Research; 2. New-to-brand consumers from Jo Malone London, Le Labo, KILIAN PARIS, Editions de Parfums Frédéric Malle, and TOM FORD with fragrance in their first order LEADING GROWTH $305M | +24% CHINA DOMESTIC FRAGRANCE Retail Sales1 FY26 FY26 VS. FY25 ELC’S SHARE IN PRESTIGE FRAGRANCE1 +1.0PT FY26 VS. FY25 ARTISANAL LEADERSHIP #1 Artisanal Group1 ELC FY26 #1 Artisanal Brand1 JO MALONE LONDON FY26 OUR FRAGRANCE PORTFOLIO OFFLINE RETAIL LEADERSHIP +30% BRICK & MORTAR Fragrance Retail Sales Growth1 FY26 VS. FY25 $4M / YEAR #1 DOOR PRODUCTIVITY in Prestige Fragrance1 LE LABO, FY26 NEW CONSUMER ACQUISITION 994K NEW-TO-FILE CONSUMERS ELC Fragrance2 FY26 +33% NEW-TO-FILE GROWTH ELC Fragrance2 FY26 VS. FY25
Action Plan Priority #2 CREATE TRANSFORMATIVE INNOVATION Core fragrance, scented lifestyle category, and gifting innovation to drive growth, build buzz and reinforce brand heritage Action Plan Priority #3 BOOST CONSUMER-FACING INVESTMENTS Create 360° distinctive and brand-authentic experiences that inspire lasting engagement and advocacy
Action Plan Priority #2 CREATE TRANSFORMATIVE INNOVATION SCENTED LIFESTYLE CATEGORY A Scented Lifestyle Experience Extend fragrance into lifestyle creations Build connection to everyday life High frequency items at attractive price point GIFTING AND HOLIDAY Festive exclusive designs around hero scents to win in key gifting moments in China CORE FRAGRANCE GLOBAL INNOVATION LE LABO: Violette 30 JO MALONE LONDON: Vanilla Scotch TOM FORD: Figue KILIAN PARIS: Angels’ Share GLOBAL FOR CHINA LE LABO: Beijing and Shanghai city exclusives
ICONIC STORE DESIGN & PERSONALIZED EXPERIENCE CURATE DISTINCTIVE, IMMERSIVE RETAIL SPACES SIGNATURE SERVICES: LE LABO: Fresh blending JO MALONE LONDON: Scent layering service KILIAN PARIS: Signature In-Store Cocktail Party CURATED BRAND EVENTS TOM FORD Oud Voyager Launch Event JO MALONE LONDON Limited Life Event LE LABO On Wheels KILIAN PARIS’ Party BRAND-AUTHENTIC ADVERTISING Amplify brand- authentic advertising and content at scale to strengthen awareness and brand storytelling Action Plan Priority #3 BOOST CONSUMER-FACING INVESTMENTS
CREATE TRANSFORMATIVE INNOVATION Action Plan Priority #2 Maximize global key innovation in China Drive global brand innovation based on China insights FUTURE FORWARD BOOST CONSUMER-FACING INVESTMENTS Action Plan Priority #3 Drive greater impact through brand storytelling and distinctive experiences
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