In early January 2026, Estée Lauder Companies gained renewed attention as multiple research firms upgraded their views, while the company advanced its “Beauty Reimagined” turnaround through initiatives such as appointing Daisy Edgar-Jones as global brand ambassador and reformulating its Double Wear Stay-in-Place Foundation to attract younger, multigenerational consumers. At the same time, Estée Lauder’s positioning within the emerging neurocosmetics market and its emphasis on science-backed innovation and digital engagement underscored how product development and consumer-focused branding are becoming central to its long-term growth ambitions. Next, we’ll examine how the refreshed Double Wear franchise and ambassador-driven brand push interact with Estée Lauder’s existing investment narrative.
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Estée Lauder Companies Investment Narrative Recap
To own Estée Lauder today, you need to believe that its “Beauty Reimagined” turnaround, product innovation, and digital expansion can restore profitable growth despite recent losses and a high cost base. The latest analyst upgrades and focus on Double Wear and younger consumers support this turnaround narrative in the near term, but they do not materially change the immediate risk that heavy restructuring and SG&A spending could pressure margins if sales momentum disappoints.
The refresh of the Double Wear Stay in Place franchise, paired with the appointment of Daisy Edgar Jones as global brand ambassador, is the announcement that most directly ties into current catalysts. It reinforces Estée Lauder’s push into science backed, consumer oriented innovation across makeup and neurocosmetics, which sits alongside its broader aim to lift online engagement and justify premium pricing at a time when competition and fixed costs remain elevated.
Yet while these moves may support the recovery story, investors should also be aware of the risk that high fixed costs and restructuring charges could…
Read the full narrative on Estée Lauder Companies (it’s free!)
Estée Lauder Companies’ narrative projects $16.0 billion revenue and $1.4 billion earnings by 2028. This requires 3.9% yearly revenue growth and a $2.5 billion earnings increase from $-1.1 billion today.
Uncover how Estée Lauder Companies’ forecasts yield a $104.30 fair value, a 10% downside to its current price.
Exploring Other Perspectives
EL 1-Year Stock Price Chart
Seven members of the Simply Wall St Community currently see Estée Lauder’s fair value between US$64.96 and US$117.70, reflecting wide disagreement on upside. Against this backdrop, the company’s heavy investment in restructuring and innovation highlights how execution on cost control and new product launches could significantly influence which side of that range proves closer to reality, so it is worth comparing several of these viewpoints before forming a view.
Explore 7 other fair value estimates on Estée Lauder Companies – why the stock might be worth 44% less than the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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![[From Japan] An Unprecedented Skin Beauty Experience Just by Showering.](https://www.vitaminrush.com/wp-content/uploads/2026/01/1768561053_1768335835-770x515.jpg "[From Japan] An Unprecedented Skin Beauty Experience Just by Showering.")