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Estee Lauder earnings
Beauty
Inside Estée Lauder’s $14 billion reset: AI, brand trouble and a travel retail retreat
By Zofia Zwieglinska
Aug 21, 2025

Estée Lauder’s $14 billion turnaround is underway, driven by AI, e-commerce expansion and a strategic brand reset. Here’s what’s working — and what’s still at risk.

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Beauty & Wellness Briefing: Is this the end of foam sunscreen? —plus, industry news

This week, I checked in with formulation and packaging experts to break down the FDA letters sent to sunscreen brands like Vacation and Supergoop warning that their whipped and foam sunscreens are not in compliance with federal law….

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