EL: Other company developments

Item 8.01 Other Events On March 23, 2026, The Estée Lauder Companies Inc. (the “Company”) and Puig confirmed they were in discussions regarding a potential business combination, but unless and until an agreement was signed between the companies, there could be no assurances regarding the deal or its terms. On May 21, 2026, the Company and Puig announced that the parties have terminated discussions regarding a potential business combination. The Company issued a press release regarding the foregoing, a copy of which is attached hereto as Exhibit 99.1 and is incorporated herein by reference. Item 9.01 Financial Statements and Exhibits (d) Exhibits Exhibit No. Description 99.1 Press Release, dated May 21 , 2026, of The Estée Lauder Companies Inc. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document). 3 SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. THE ESTÉE LAUDER COMPANIES INC. Date: May 21, 2026 By: /s/ Akhil Shrivastava Akhil Shrivastava Executive Vice President and Chief Financial Officer (Principal Financial and Accounting Officer) 4