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Estée Lauder ends merger talks with Gaultier owner Puig

Estée Lauder ends merger talks with Gaultier owner Puig

Summary

Estée Lauder and Spanish company Puig have stopped talks to merge into a large fashion and beauty company worth nearly $40 billion. They could not agree on control of the new company or how to distribute leadership positions.

Key Facts

  • Estée Lauder makes skincare, makeup, and fragrance brands like Clinique and Tom Ford Beauty.
  • Puig owns brands such as Jean Paul Gaultier and Charlotte Tilbury and is listed on the Madrid stock exchange.
  • The two companies disagreed on which family would control the merged company and how board seats would be shared.
  • The talks began in March but ended without a deal.
  • Estée Lauder’s stock price dropped about 20% when talks started but rose 11.5% after merger talks ended.
  • Puig’s shares rose 15% when the merger was announced but fell the same after talks ended.
  • Estée Lauder is mainly controlled by the Lauder family with strong voting power.
  • Puig’s CEO said the company will keep focusing on selective deals to grow its brand portfolio.
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