EL · 8-K · 20261102PR000057

Geographic Revenue Performance

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 38 · Surprise 32 · In source text

Organic net sales increased 6% across all regions in the quarter ended September 30, 2026. Mainland China sales rose 9% organically to $614 million, despite a 7% foreign-currency headwind, while reported sales grew 15%. Asia/Pacific sales increased 10% organically to $952 million, and growth there was primarily attributed to the Company’s Asia travel retail business, including replenishment orders at Beijing and Shanghai airports and improved online retail sales in Hainan.

Key facts

• Organic net sales increased 6%, with growth in every geographic region. source
• Net sales growth from Beijing and Shanghai airports reflected increased replenishment orders amid stabilization following duty-free retailer changes that began in the fiscal 2026 second quarter. source
• Mainland China growth was driven by innovation and existing products, including during key shopping moments, with increased consumer-facing investments and expanded reach contributing to growth in online and brick-and-mortar channels. source
• North America net sales continued to grow, benefiting from expanded consumer reach and innovation supported by consumer-facing investments. source
• Hainan travel retail net sales increased, primarily driven by improved online retail sales. source
• The company’s Priority Emerging Markets collectively increased, led by Turkey, Mexico, and India. source
• Growth in Asia/Pacific was primarily due to the company’s Asia travel retail business. source

Impact estimates