Estee Lauder (EL) International Revenue Performance Explored

Core Insights - Estee Lauder's total revenue for the quarter ending June 2025 was $3.41 billion, reflecting an 11.9% decrease from the same quarter last year [4] - The company's reliance on international markets is crucial for understanding its financial stability and growth potential [2][3] International Revenue Analysis - Europe, the Middle East & Africa contributed $1.29 billion, accounting for 37.9% of total revenue, which was a surprise decrease of 1.64% compared to expectations [5] - Asia/Pacific generated $1.17 billion, representing 34.2% of total revenue, exceeding the consensus estimate by 2.62% [6] - For the upcoming fiscal quarter, analysts project total revenues of $3.35 billion, with expected contributions of 29.7% from Europe, the Middle East & Africa and 31.5% from Asia/Pacific [7] Annual Revenue Projections - Analysts forecast a total annual revenue of $14.81 billion for Estee Lauder, indicating a 3.4% increase year-over-year [8] - The anticipated revenue contributions from Europe, the Middle East & Africa and Asia/Pacific are projected to be 31% ($4.58 billion) and 28.6% ($4.23 billion), respectively [8] Market Trends and Stock Performance - Over the past four weeks, Estee Lauder's stock value increased by 0.9%, while the S&P 500 composite rose by 2.7% [13] - In the last three months, the company's shares appreciated by 36.3%, significantly outperforming the S&P 500's 11% increase [13]