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2019 Year in Review

Performance HIGHLIGHTS

2019 Year in Review Performance Highlights | 1

Global Prestige Beauty

The Estée Lauder Companies Inc.

FY 2010 $1.00

$2.00

$3.00

$4.00

$5.00

$6.00

FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 FY 2019

S&P 500 Consumer Staples Index

3%

5%

8%

Diluted Net Earnings Per Common Share

10 Year CAGR Sales

Adjusted for accelerated sales orders and/or restructuring and other charges and adjustments

As Reported

$1.74

$2.58

$2.16

$2.27

$1.85 $1.37

$3.47 $3.22$3.07

$2.82$2.95 $2.64

$2.96 $3.35

$2.95

$3.06

$4.82

$5.29

$4.51

$1.19

Lorem ipsumThe Estée Lauder average annual net sales growth in constant currency for fiscal years 2009-2019 Global prestige beauty average annual retail sales growth in constant currency for 2008-2018 S&P 500 Consumer Staples index per FactSet average annual net sales growth for 2008-2018

The Estée Lauder average annual net sales growth in constant currency for fiscal years 2009-2019

Global prestige beauty average annual retail sales growth in constant currency for 2008-2018

S&P 500 Consumer Staples index per FactSet average annual net sales growth for 2008-2018

Global Prestige Beauty

The Estée Lauder Companies Inc.

FY 2010 $1.00

$2.00

$3.00

$4.00

$5.00

$6.00

FY 2011 FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 FY 2017 FY 2018 FY 2019

S&P 500 Consumer Staples Index

3%

5%

8%

Diluted Net Earnings Per Common Share

10 Year CAGR Sales

Adjusted for accelerated sales orders and/or restructuring and other charges and adjustments

As Reported

$1.74

$2.58

$2.16

$2.27

$1.85 $1.37

$3.47 $3.22$3.07

$2.82$2.95 $2.64

$2.96 $3.35

$2.95

$3.06

$4.82

$5.29

$4.51

$1.19

Lorem ipsumThe Estée Lauder average annual net sales growth in constant currency for fiscal years 2009-2019 Global prestige beauty average annual retail sales growth in constant currency for 2008-2018 S&P 500 Consumer Staples index per FactSet average annual net sales growth for 2008-2018

Reconciliations between GAAP and NON-GAAP figures can be found in the investors section of our website, elcompanies.com/investors.

APAC

EMEA

The Americas

Hair Care

Fragrance

Makeup

Skin Care

FY 2019

FY 2009

Net Sales by Product Category in Millions, As Reported

Net Sales by Region in Millions, As Reported

FY 2019

FY 2009

$402

$584

$1,151

$1,802

$2,831

$5,860

$2,886

$6,551

$1,299

$3,673

$2,661

$6,452

$3,421

$4,741

$4,527

2019 Year in Review Performance Highlights | 2

APAC

EMEA

The Americas

Hair Care

Fragrance

Makeup

Skin Care

FY 2019

FY 2009

Net Sales by Product Category in Millions, As Reported

Net Sales by Region in Millions, As Reported

FY 2019

FY 2009

$402

$584

$1,151

$1,802

$2,831

$5,860

$2,886

$6,551

$1,299

$3,673

$2,661

$6,452

$3,421

$4,741

$4,527

APAC

EMEA

The Americas

Hair Care

Fragrance

Makeup

Skin Care

FY 2019

FY 2009

Net Sales by Product Category in Millions, As Reported

Net Sales by Region in Millions, As Reported

FY 2019

FY 2009

$402

$584

$1,151

$1,802

$2,831

$5,860

$2,886

$6,551

$1,299

$3,673

$2,661

$6,452

$3,421

$4,741

$4,527

June 2013

$100

$200

$300

$400

$500

$600

$700

$800

$900

$1,000

$1,100

$1,200

$1300

$1,400

June 2014 June 2015 June 2016 June 2017 June 2018 June 2019June 2009 June 2010 June 2011 June 2012

The Estée Lauder Companies Inc. S&P 500 Index S&P 500 Consumer Staples Index

June 2013

$50

$100

$150

$200

$250

June 2014 June 2015 June 2016 June 2017 June 2018

Cumulative Ten-Year Total Stockholder Return

2019 Year in Review Performance Highlights | 3

The above graph compares the cumulative ten-year total stockholder return (stock price appreciation plus dividends). The returns are calculated by assuming an investment of

$100 in the Class A Common Stock and in each index on June 30, 2009.