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Shiseido Company (4911) investor relations material
Shiseido Company Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Core operating profit rose 21% year-over-year to ¥23.4 billion, exceeding expectations through structural reforms and cost reductions, despite a 6–7.6% decline in net sales mainly from China, Travel Retail, and Americas.
Free cash flow turned positive at ¥17.5 billion, a significant improvement from the previous year.
Key brands like Clé de Peau Beauté, NARS, and fragrances outperformed, while Drunk Elephant and China Travel Retail faced challenges but showed narrowing declines.
Americas business underwent accelerated restructuring, with significant personnel and office reductions, aiming for profitability by 2026.
Market share expanded in core categories and regions, especially in Japan, Asia Pacific, and Europe, despite overall market headwinds.
Financial highlights
H1 net sales: ¥469.8 billion, down 6–7.6% year-over-year, mainly due to China, Travel Retail, and Drunk Elephant.
Core operating profit: ¥23.4 billion, up ¥4.1 billion year-over-year, exceeding expectations.
Operating profit improved to ¥18.1 billion from a loss of ¥2.7 billion in the prior year.
EBITDA for the period was ¥48.5 billion, up 6.7% year-over-year.
Interim profit attributable to owners increased to ¥9.5 billion, reflecting improved core profit and absence of prior-year restructuring costs.
Outlook and guidance
Full-year core operating profit guidance maintained at ¥36.5 billion, with over 60% achieved in H1.
Net sales growth for the year now expected to be flat or up 0.4%, revised from original 4% growth assumption, due to weaker Japan inbound and Americas performance.
Downside risks include sluggish inbound sales in Japan, Americas underperformance, Drunk Elephant's slow recovery, and global economic uncertainty; upside potential in China and Travel Retail.
Cost reduction targets raised: annual target increased from ¥20 billion to ¥25 billion, and two-year target (2025–2026) from ¥45 billion to ¥50 billion.
Double-digit operating profit margin remains a medium-term target.
Assess Drunk Elephant's recovery timeline.
Explain the head office expense adjustments.
How will tariff policies affect earnings?
What's driving the better-than-expected China trend?
Detail the Americas restructuring cost breakdown.
Explain the increased risk of impairment losses.
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Next Shiseido Company earnings date
Q3 202510 Nov, 2025
Next Shiseido Company earnings date
Q3 202510 Nov, 2025
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Frequently asked questions
Shiseido Company Limited, founded in 1872, is active in the beauty and cosmetics industry. Originally established as Japan's first Western-style pharmacy in Tokyo, Shiseido has grown into a multinational corporation that offers a wide range of cosmetic, skincare, and fragrance products. The company is known for its commitment to innovation, beauty, and wellness, aiming to enhance the well-being of its customers worldwide. Shiseido's product portfolio includes prestigious brands such as Clé de Peau Beauté, NARS, and Drunk Elephant, as well as broad offerings in skincare and makeup under the Shiseido brand itself. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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