Stock Markets February 10, 2026

Estee Lauder Takes Walmart to Court Over Alleged Sale of Counterfeit Beauty Goods

Cosmetics company accuses retailer of offering knockoff fragrances and skin care items on its website and seeks damages and an injunction

By Sofia Navarro EL
Estee Lauder Takes Walmart to Court Over Alleged Sale of Counterfeit Beauty Goods
EL

Estee Lauder filed a federal lawsuit in California accusing Walmart of selling counterfeit versions of several of its fragrance and skin care labels through Walmart's website. The complaint alleges identical branding on knockoffs of Tom Ford and Le Labo fragrances, Clinique and La Mer skin creams, and Aveda hair brushes. Estee Lauder is seeking unspecified monetary relief and a court order to stop Walmart from offering the alleged counterfeits online.

Key Points

  • Estee Lauder filed a federal lawsuit in California alleging Walmart sold counterfeit fragrance and skin care products via its website.
  • The complaint identifies specific brands whose alleged knockoffs were sold online - Tom Ford, Le Labo, Clinique, La Mer, and Aveda - and accuses Walmart of insufficient controls over authenticity on its e-commerce platform.
  • Claims in the filing include trademark infringement, counterfeiting, and false designation of origin; Estee Lauder seeks unspecified monetary damages and an injunction halting sales of the alleged counterfeits. Sectors affected include retail, e-commerce, and beauty products.

Estee Lauder initiated legal action against Walmart on Monday in a California federal court, alleging the retail giant sold counterfeit fragrances and skin care products through its online platform. The complaint names a set of prestige brands under Estee Lauder's portfolio - including Clinique, Tom Ford and Le Labo - and asserts that products marketed on Walmart's website bore branding identical to those authentic lines.

According to the filing, Walmart offered purported knockoffs that used the same identifying marks as Tom Ford and Le Labo fragrances, Clinique and La Mer skin creams, and Aveda hair brushes. Estee Lauder is asking the court for an unspecified amount in monetary damages and for injunctive relief that would bar Walmart from continuing to list and sell the allegedly counterfeit items.

Representatives for Walmart had not immediately replied to a request for comment on Tuesday. Estee Lauder spokespeople and its attorneys also did not respond to inquiries, the complaint said.

The complaint charges Walmart with a range of claims tied to the contested listings, including trademark infringement, counterfeiting and false designation of origin. Estee Lauder contends that Walmart performs "very little to ensure that only authorized and authentic products are available" through its website, a shortfall that the company argues has resulted in the online marketplace offering knockoffs likely to cause consumer confusion.

Estee Lauder noted in the complaint that its fragrance business has expanded in recent periods, in part driven by interest from younger shoppers in brands such as Le Labo and Tom Ford. The company framed the alleged availability of counterfeit goods on Walmart's site as a threat to consumers and to the distinctiveness of its branded products.

The lawsuit also referenced Walmart's broader e-commerce growth. The retailer's expansion online has been a factor in reaching a milestone earlier this month when it became the first retailer to attain a $1 trillion market valuation, the complaint observed.

In addition to its legal claims against Walmart, the filing and related public material include a reference to third-party investment research that evaluates Estee Lauder (ticker: EL). That material describes an AI-driven analysis that compares EL against many companies using a broad set of financial metrics and cites historical examples of stock picks that produced large returns, though the lawsuit itself centers on trademark and counterfeiting allegations.


Contextual note - The complaint centers on product listings and branding on Walmart's website and does not include additional factual claims beyond those set out in the filing.

Risks

  • Consumer confusion and potential harm to brand reputation if counterfeit products are sold through a major online retailer - impacts the beauty and consumer goods sectors.
  • Legal uncertainty for Walmart stemming from trademark and counterfeiting claims, which could lead to monetary damages or court-ordered restrictions on product listings - relevant to retail and e-commerce operators.
  • Limited public comment from both companies at the time of filing, leaving questions about remedial steps or settlements - creates short-term information risk for investors and market participants in retail and cosmetics.

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