• Estee Lauder has returned to organic sales growth with a market capitalization of approximately $41.57 billion, driven by its "Beauty Reimagined" initiative.
• Deutsche Bank analyst Steve Powers set a new price target for Estee Lauder at $128, indicating a potential increase of about 10.91%.
• Contrasts with e.l.f. Beauty's value-driven, digital-first model, highlighting the diverse strategies within the competitive cosmetics industry.

Estee Lauder (NYSE:EL) is a prominent player in the global beauty industry, known for its prestige beauty products. With a market capitalization of approximately $41.57 billion, Estee Lauder has been a leader in the cosmetics sector. The company has recently returned to organic sales growth, driven by its "Beauty Reimagined" initiative, which has improved profitability and margins.

On January 29, 2026, Steve Powers from Deutsche Bank set a new price target for Estee Lauder at $128. At the time, the stock was trading at $115.41, indicating a potential increase of about 10.91%. Currently, the stock price is $115.31, reflecting a slight increase of 0.60% or $0.69. The stock has traded between $115.03 and $116.34 today.

Estee Lauder's growth contrasts with e.l.f. Beauty, which operates with a value-driven, digital-first model. e.l.f. Beauty, valued at around $5.1 billion, has achieved its 27th consecutive quarter of net sales growth. This growth is fueled by affordable, trend-driven products and increased marketing and distribution spending.

Both Estee Lauder and e.l.f. Beauty are key players in the cosmetics industry, competing across overlapping product categories. The industry is evolving with digital engagement, changing consumer preferences, and a focus on value, innovation, and brand differentiation. Estee Lauder's market cap of $41.57 billion positions it as a significant force in this dynamic market.