Estée Lauder is playing the long game.
What’s happening: The prestige beauty company announced a minority investment in clinical skincare brand 111SKIN.
Post op. Developed by plastic surgeon Dr. Yannis Alexandrides for post-treatment recovery, 111SKIN is known for its antioxidant-rich NAC complex, delivered via topicals and masks.
Counting luxury hospitality partnerships worldwide—including a flagship Plaza Hotel spa in NYC—the Kim Kardashian-backed company is leaning into preventative treatment, emphasizing its research-backed products’ anti-aging benefits.
Portfolio play. Amidst declining stock prices and a potential merger, Estée Lauder’s Beauty Reimagined strategy focuses on innovation in high-demand sub-categories. As beauty and longevity merge, president and CEO Stéphane de La Faverie sees skin health as a must-have:
“Skin care is entering a new phase, shaped by the convergence of procedures, longevity and beauty, as consumers increasingly seek products that deliver visible, treatment-inspired results.”
Going big, it acquired ayurvedic beauty brand Forest Essentials, opened its Skin Longevity Institute in Costa Rica, and ramped up research across glycation, sleep, and epigenetics. Divesting from cosmetics, the company is rumored to be exploring sales of Too Faced and Smashbox.
Punchline: A new playbook, The Estée Lauder Cos. is refining its portfolio to focus on science, rejuvenation, and long-term skin health.
