EL · 10-Q · 2026Q3 · Full report

Geographic Revenue Performance

ESTEE LAUDER COMPANIES INC · 2026-11-02 · Importance 32 · Surprise 24

Reported net sales increased across all geographic regions, led by Mainland China and Asia/Pacific. Asia travel retail growth was driven by replenishment orders at the Beijing and Shanghai airports amid stabilization following duty-free retailer changes, and improved online retail sales in Hainan; travel retail and Mainland China together contributed approximately $169 million of higher sales. Mainland China sales increased 15%, reflecting 6% volume growth, 2% pricing growth and a favorable 7% currency impact; sales also increased 5% in The Americas, 2% in EUKEM and 9% in Asia/Pacific.

Key facts

• ESTEE LAUDER COMPANIES INC reported net sales from the Middle East conflict-affected locations were approximately 2% of consolidated net sales in each of fiscal 2026 and fiscal 2025, and continues to monitor the conflict's potential effects on domestic markets and regional travel retail. source
• ESTEE LAUDER COMPANIES INC travel retail and Mainland China sales together increased approximately $169 million in the three months ended September 30, 2026. source
• ESTEE LAUDER COMPANIES INC Asia travel retail sales increased, led by Beijing and Shanghai airport replenishment orders as operations stabilized after duty-free retailer changes that began in fiscal 2026's second quarter, and by improved online retail sales in Hainan. source
• ESTEE LAUDER COMPANIES INC The Americas net sales increased 5% in the three months ended September 30, 2026, with volume up 7% and pricing down 3%. source
• ESTEE LAUDER COMPANIES INC Mainland China net sales increased 15% in the three months ended September 30, 2026, with favorable foreign currency translation of 7%, volume up 6%, and pricing up 2%. source
• ESTEE LAUDER COMPANIES INC reported net sales increased across all geographic regions in the three months ended September 30, 2026, led by Mainland China and Asia/Pacific. source
• ESTEE LAUDER COMPANIES INC Mainland China sales increased through existing products and new product innovation, supported by key shopping moments and campaigns. source
• Net sales from ESTEE LAUDER COMPANIES INC locations affected by the Middle East conflict accounted for approximately 2% of consolidated net sales in fiscal 2026 and fiscal 2025. source