How Is Estée Lauder’s Stock Performance Compared to Other Luxury Stocks?
With a market cap of $24.8 billion, The Estée Lauder Companies Inc. (EL) is a global powerhouse in prestige beauty, ranking as the world’s second‑largest cosmetics group. Founded in 1946 and headquartered in New York City, the company crafts and markets an extensive portfolio spanning skincare, makeup, fragrance, and hair care through renowned brands like Estée Lauder, Clinique, MAC, La Mer, Tom Ford Beauty, Jo Malone, Aveda, and Dr. Jart+.
Companies valued at $10 billion or more are generally described as “large-cap” stocks, and Estée Lauder fits this criterion perfectly. Driving its appeal is a diversified channel strategy, including luxury retail counters, department store placements, and robust digital commerce, deployed across more than 150 countries.
However, it’s not all sunshine and rainbows for the stock as it has plunged 42.6% from its 52-week high of $120.19. Shares of Estée Lauder have slipped 5.9% over the last three months, compared to the broader Kraneshares Global Luxury Index ETF’s (KLXY) 4.6% decline over the same time frame.
In the long term, shares of EL have slumped 42.7% over the past 52 weeks, lagging behind KLXY’s 7.1% return over the same time frame. In addition, Estée Lauder is down 8% on a YTD basis, trailing KLXY’s 1.2% rise in 2025.
EL has been trading below its 200-day moving averages since last year but has edged above its 50-day moving average since mid-May.
On May 29, Estée Lauder shares rose over 3%, outpacing the broader maret, after announcing the appointment of Lisa Sequino as president of its makeup brand cluster. Sequino brings significant industry experience, having previously served as CEO of Supergoop! and JLo Beauty & Lifestyle. Her high-profile hire boosted investor confidence and drove the stock higher.
In contrast, top rival e.l.f. Beauty, Inc. (ELF) is also in choppy waters. ELF shares have decreased 34.4% in the last 52 weeks and also moved down 7.2% on a YTD basis.
Analysts are cautious about its prospects. The stock has a consensus rating of “Hold” from the 25 analysts covering the stock. It currently trades above its mean price target of $67.23.
On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.