Why Estee Lauder (EL) International Revenue Trends Deserve Your Attention

Core Insights - Estee Lauder's international operations are crucial for assessing its financial strength and growth potential, especially given the company's global presence [1][2] - The company's total revenue for the quarter ending March 2025 was $3.55 billion, reflecting a year-over-year decline of 9.9% [4] International Revenue Breakdown - Europe, the Middle East & Africa contributed $1.36 billion, accounting for 38.25% of total revenue, with a surprise decline of -2.91% compared to analyst expectations of $1.4 billion [5] - Asia/Pacific generated $1.14 billion, representing 32.11% of total revenue, with a positive surprise of +11.82% against an expected $1.02 billion [6] Revenue Forecasts - Analysts predict total revenue of $3.39 billion for the current fiscal quarter, indicating a decline of 12.4% from the previous year, with Europe, the Middle East & Africa and Asia/Pacific expected to contribute $1.32 billion and $1.11 billion, respectively [7] - For the full year, total revenue is anticipated to be $14.3 billion, down 8.4% from the previous year, with Europe, the Middle East & Africa and Asia/Pacific expected to account for $5.41 billion and $4.47 billion, respectively [8] Market Context - The reliance on international markets presents both opportunities and challenges for Estee Lauder, making it essential to monitor international revenue trends for future projections [9] - Financial analysts are increasingly focused on international developments and their impact on earnings estimates for companies operating globally [10]