# Who are The Estée Lauder Companies Inc.'s customers? Who does The Estée Lauder Companies Inc. earn revenue from?
Canonical: https://valuechain.wiki/est-e-lauder-companies · Facet: customers · Updated: 2026-09-24T11:00:18.509386+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: The Estée Lauder Companies Inc.'s confirmed revenue counterparties include Amazon, Ulta Beauty, Inc., Coupang. Per the valuechain.wiki graph: 3 revenue edges, backed by 7 dated sources, 4 of them primary filings (as of 2026-09-24).

### 아마존 (high)  → /amazon.md
- metric: Count 13 brands · FY2026 · Estée Lauder brands present on Amazon across 11 markets
- note: Amazon Premium Beauty is a material online sales channel for Estée Lauder brands. The company expanded its Amazon presence to 13 brands across 11 markets in FY2026, while its SEC 10-Q confirmed that U.S. Amazon shipments partly offset the North American sales decline.
- [mentions] SEC EDGAR (EN, filing, published 2026-08-19) https://www.sec.gov/Archives/edgar/data/1001250/000100125026000041/el-20260630.htm: "We operate as a wholesaler, with our products sold in brick-and-mortar locations and on various e-commerce platforms."
- [confirms] SEC EDGAR (EN, filing, published 2026-08-19) https://www.sec.gov/Archives/edgar/data/1001250/000100125026000038/elq4fy2026exhibit991.htm: "Expanded consumer coverage in fiscal 2026 on Amazon, reaching 13 brands across 11 markets."
- [confirms] SEC EDGAR (EN, filing, published 2025-10-30) https://www.sec.gov/Archives/edgar/data/1001250/000100125025000109/el-20250930.htm: "Partially offsetting the net sales decline for North America was growth from shipments in support of our Amazon Premium Beauty stores in the U.S."
- [confirms] Hana Securities (KO, research, published 2024-11-04) https://www.hanaw.com/download/research/FileServer/WEB/info/daily/2024/11/03/Daily_241104.pdf: "Estée Lauder's Amazon Premium Beauty entry partly offset North American offline weakness, while online sales grew at a double-digit rate."

### 얼타 뷰티 (high)  → /ulta-beauty.md
- note: The Estée Lauder Companies is one of the ten largest brand partners identified by Ulta Beauty in its 10-K, which does not disclose individual purchases or sales contribution.
- [confirms] SEC EDGAR (EN, filing, published 2026-03-26) https://www.sec.gov/Archives/edgar/data/1403568/000110465926035243/ulta-20260131x10k.htm: "Estée Lauder Companies"

### Coupang (mid)  → /coupang.md
- note: Coupang buys Estée Lauder and M·A·C products directly from the brands' Korean operations for sale through Rocket Luxury. Estée Lauder management said strong performance on Coupang contributed to double-digit online organic sales growth in the third quarter of FY2026.
- [confirms] The Estée Lauder Companies Investor Relations (EN, ir, published 2026-05-01) https://media.elcompanies.com/files/e/estee-lauder-companies/global/investors/earnings-and-financials/quarterly-earnings/2026/q3/3q26-transcript.pdf: "Strong performance on Douyin, Tmall and Coupang drove double-digit online organic sales growth in the third quarter."
- [confirms] Coupang Newsroom (KO, news, published 2023-12-11) https://news.coupang.com/archives/32972/?print=pdf: "Coupang buys all products directly from the brands' Korean headquarters, and participating brands include Estée Lauder and M·A·C."

Reverse side: https://valuechain.wiki/est-e-lauder-companies/suppliers.md · Ripple: https://valuechain.wiki/est-e-lauder-companies/ripple.md

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