Estée Lauder Shares Drop 7.7% After Puig Merger Talks, Expands AI to 70 Markets

ELEL

Estée Lauder shares fell 7.7% after confirmation of merger talks with Puig, which recorded €5.042B revenue in 2025. The company will deploy Rezolve AI’s Brain Suite across 70 EMEA markets to automate product ranking and enable real-time personalization.

1. Merger Talks with Puig

Estée Lauder and Puig are in discussions to merge their businesses, with no final decision or agreement reached. Estée Lauder shares tumbled 7.7% to $79.28 following news of the talks. Puig generated €5.042 billion in net revenues in 2025 and operates in over 150 countries, presenting significant integration and portfolio risk.

2. AI Search Deployment in EMEA

Estée Lauder has tapped Rezolve AI’s Brain Suite to power AI-driven search and discovery across 70 markets in Europe, the Middle East and Africa. The deployment will automate product ranking, discovery and real-time personalization across brands’ digital platforms, replacing manual merchandising processes and boosting operational efficiency for e-commerce teams.

Sources

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Estée Lauder Shares Drop 7.7% After Puig Merger Talks, Expands AI to 70 Markets - EL News | Rallies