Est E Lauder Companies Inc (EL) Quarterly and Annual Segment Results by Country and Region - CSIMarket
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Est e Lauder Companies Inc  (NYSE: EL)

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Description of Est E Lauder Companies Inc's Business Segments


Estée Lauder Companies Inc. is a major player in the global beauty and cosmetics industry, known for its extensive portfolio of high-quality products and services across various segments. The company operates primarily in the beauty sector and is characterized by its innovation, luxury branding, and commitment to quality.

Segments:

1. Skincare
- This segment is one of the core areas for Estée Lauder, offering a range of products designed to enhance skin health and appearance.
- Key Products:
- Cleansers: A variety of facial cleansers, including foams, gels, and oil-based options, cater to different skin types.
- Moisturizers: Lightweight lotions, rich creams, and gel formulations designed for hydration, anti-aging, and protection against environmental factors.
- Serums: Concentrated formulations targeting specific skin concerns such as wrinkles, dark spots, dullness, and enlarged pores.
- Eye Care Products: Creams, gels, and masks specifically formulated for the delicate skin around the eyes, addressing issues like puffiness, dark circles, and signs of aging.
- Sun Protection Products: Creams and lotions with SPF to protect the skin from harmful UV rays.

2. Makeup
- The makeup segment features a diverse array of cosmetics aimed at enhancing beauty and promoting self-expression.
- Key Products:
- Foundations and Concealers: Liquid, powder, and cream formulations designed for various coverage levels and skin types.
- Eyeshadow and Eyeliners: A wide selection of colors and finishes, including matte, shimmer, and metallic.
- Lip Products: Lipsticks, lip glosses, and lip liners available in an extensive palette of colors and textures.
- Blush and Highlighters: Products designed to add color and dimension to the face, suitable for various skin tones.
- Nail Care: Nail polishes and treatments that enhance nail health and appearance.

3. Fragrance
- This segment encompasses a variety of scents for both men and women, under various brand names.
- Key Products:
- Eau de Parfum: Concentrated fragrances that last longer and offer a more intense scent profile.
- Eau de Toilette: Lighter formulations suitable for everyday wear.
- Gift Sets: Bundled products that often include complementary items such as lotions and body washes alongside fragrances.

4. Hair Care
- Although not as prominent as the other segments, Estée Lauder also offers hair care products aimed at enhancing hair health and styling.
- Key Products:
- Shampoos and Conditioners: Formulated to suit different hair types, including color-treated, dry, and fine hair.
- Styling Products: Gels, sprays, and mousses for styling and maintaining hair shape and health.

5. Mens Grooming
- Recognizing the growing demand for mens grooming products, Estée Lauder has developed a range tailored specifically for mens skin and grooming needs.
- Key Products:
- Skincare: Moisturizers, cleansers, and shaving products designed for mens skin.
- Fragrance: A collection of masculine scents that cater to various preferences.

Brands Owned by Estée Lauder:
Estée Lauder Companies Inc. owns several recognizable and prestigious brands across its segments. Some of the primary brands include:

- Estée Lauder: The flagship brand that highlights premium skincare, makeup, and fragrances.
- Clinique: Known for its dermatologist-developed skincare and makeup products that focus on hypoallergenic formulations.
- MAC Cosmetics: A professional makeup brand famous for its wide range of colors and innovative products suited for all skin types.
- Bobbi Brown: A brand focused on enhancing natural beauty with straightforward, effective makeup.
- La Mer: A luxury skincare brand renowned for its premium moisturizers and creams.
- Aveda: Specializing in natural and plant-based hair and skincare products, with a focus on environmental sustainability.
- Smashbox Cosmetics: Known for its photo-ready makeup, designed to look good in front of the camera.
- Too Faced: A playful and creative brand known for its color cosmetics and innovative formulations.

Services:

1. Sales Services
- Retail Experience: Estée Lauder products are sold through high-end department stores, dedicated brand stores, and online platforms, delivering luxury shopping experiences with trained beauty consultants.
- Online Retail: The company has strengthened its e-commerce presence, providing customers with accessible platforms to order products directly.

2. Beauty Consultations:
- The company offers personalized consultations to help customers select products that best suit their individual skin types, concerns, and beauty preferences.

3. Makeup Application Services:
- Many stores and counters allow customers to experience professional makeup application, providing them with insights into techniques and products that suit their personal style.

4. Loyalty Programs:
- Estée Lauder engages customers through loyalty programs that offer rewards, exclusive offers, and early access to new products and collections.

5. Promotional Events and Workshops:
- The company frequently conducts events, makeup workshops, and demonstrations, where customers can learn about new products and trends in beauty.

Estée Lauder Companies Inc. continues to expand its portfolio and adapt to market demands, keeping pace with consumer trends while maintaining a commitment to quality and luxury in the beauty sector.


Composition of Est e Lauder Companies Inc Revenues by Segments

 
The Americas    28.99 % of total Revenue
Europe United Kingdom and Ireland and Emerging Markets EUKEM    23.14 % of total Revenue
Asia Pacific    27.02 % of total Revenue
Mainland China    20.85 % of total Revenue
Skin Care    50 % of total Revenue
Makeup    28.88 % of total Revenue
Fragrance    16.92 % of total Revenue
Hair Care    3.45 % of total Revenue
Other category    0.75 % of total Revenue

Q3 three months ended (Mar 31 2026)
Revenues by Business Segments Revenues
(in millions $)
%
(of total Revenues)
The Americas 1,076.00 28.99 %
Europe United Kingdom and Ireland and Emerging Markets EUKEM 859.00 23.14 %
Asia Pacific 1,003.00 27.02 %
Mainland China 774.00 20.85 %
Skin Care 1,856.00 50 %
Makeup 1,072.00 28.88 %
Fragrance 628.00 16.92 %
Hair Care 128.00 3.45 %
Other category 28.00 0.75 %
Total 3,712.00 100 %




Q3 three months ended (Mar 31 2026)
Revenue Growth rates by Segment Y/Y Revenue
%
Q/Q Revenue
%
The Americas 1.22 % -11.66 %
Europe United Kingdom and Ireland and Emerging Markets EUKEM 9.43 % -27.39 %
Asia Pacific -0.3 % 11.44 %
Mainland China 11.21 % -16.59 %
Skin Care 2.71 % -9.64 %
Makeup 3.57 % -7.9 %
Fragrance 12.75 % -22.66 %
Hair Care 1.59 % -23.81 %
Other category 12 % -9.68 %
Total 4.56 % -12.23 %




Q3 three months ended (Mar 31 2026)
Income by Business Segments Income
(in millions $)
%
(Profit Margin)
Total 89.00 2.4 %




Q3 three months ended (Mar 31 2026)
Income Growth rates by Segment Y/Y Income
%
Q/Q Income
%
Total -44.03 % -45.06 %




Annual Report on Est e Lauder Companies Inc Divisions, Sales by Country

 
The Americas   The Americas Segment contribution to total sales 30.79 % of total Revenue
Asia Pacific   Asia Pacific Segment contribution to total sales 31.67 % of total Revenue
Mainland China   Mainland China Segment contribution to total sales 25.49 % of total Revenue
Skin Care   Skin Care Segment contribution to total sales 48.6 % of total Revenue
Makeup   Makeup Segment contribution to total sales 29.35 % of total Revenue
Fragrance   Fragrance Segment contribution to total sales 17.39 % of total Revenue
Hair Care   Hair Care Segment contribution to total sales 3.94 % of total Revenue
Europe the Middle East Africa   Europe the Middle East Africa Segment contribution to total sales 37.52 % of total Revenue
Other   Other Segment contribution to total sales 0.7 % of total Revenue
U S   U S Segment contribution to total sales 26.26 % of total Revenue
Korea   Korea Segment contribution to total sales 5.01 % of total Revenue
All other countries   All other countries Segment contribution to total sales 43.24 % of total Revenue


Twelve months ended 2025
EL s Annual Revenue by Geography and Business Segments Sales
(in millions $)
%
(of total Sales)
The Americas 4,411.00 30.79 %
Asia Pacific 4,537.00 31.67 %
Mainland China 3,652.00 25.49 %
Skin Care 6,962.00 48.6 %
Makeup 4,205.00 29.35 %
Fragrance 2,491.00 17.39 %
Hair Care 565.00 3.94 %
Total 14,326.00 100 %
Europe the Middle East Africa 5,375.00 37.52 %
Other 100.00 0.7 %
U S 3,762.00 26.26 %
Korea 718.00 5.01 %
All other countries 6,194.00 43.24 %


Twelve months ended 2025
EL s Annual Income by Country and Business Segments Income
(in millions $)
%
(Profit Margin)
Total -1,133.00 -

Twelve months ended 2025
Annual Revenue and Income Growth by Country and Business Segments % Y/Y Sales Growth % Y/Y Income Growth
The Americas -3.71 % -
Asia Pacific -7.18 % -
Mainland China -9.13 % -
Skin Care -11.96 % -
Makeup -5.93 % -
Fragrance 0.16 % -
Hair Care -10.17 % -
Europe the Middle East Africa -12.46 % -
Other -13.04 % -
U S -3.22 % -
Korea -44.73 % -
All other countries -3.26 % -



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