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Shiseido Company
Shiseido Company (4911) investor relations material
Shiseido Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary10 Feb, 2026
Executive summary
Achieved core operating profit of ¥44.5 billion (4.6% margin) in FY 2025, surpassing initial targets despite a 2.1% sales decline, driven by structural reforms and cost management.
Free cash flow improved to ¥66.5 billion, supported by working capital optimization and disciplined capital expenditures.
First time in four years to meet initial plan, reflecting strengthened financial discipline and stability.
Focus brands led growth, with 4% like-for-like net sales growth in H2 and market share gains in Japan, China, and Asia-Pacific.
Loss attributable to owners widened to ¥40.7 billion, mainly due to a ¥46.8 billion goodwill impairment in the Americas.
Financial highlights
FY 2025 net sales were ¥970.0 billion, down 2.1% year-over-year; core operating profit rose 22.4% to ¥44.5 billion.
EBITDA increased to ¥95.2 billion (+6% year-over-year); free cash flow improved by ¥101.8 billion from 2024.
Non-recurring items included ¥73.3 billion in expenses, notably from a voluntary retirement program and goodwill impairment.
COGS improved by 0.6 points to 23.3%; marketing investment ratio rose to 29.3%.
Personnel expenses decreased by ¥11 billion; other SG&A down by ¥8.5 billion.
Outlook and guidance
FY 2026 targets: net sales ¥990.0 billion (+2.1%), core operating profit ¥69.0 billion (7% margin), ROIC 5%, ROE 7%, free cash flow ¥50.0 billion.
Annual dividend planned to increase to ¥60 per share (from ¥40 in 2025).
JPY 10 billion in structure reform expenses planned for FY 2026.
Strategic price revisions, wage increases, and new product launches factored into FY 2026 guidance.
2030 Medium-Term Strategy targets a core operating profit margin of 10% or more.
Americas Business turnaround strategy details
Key drivers for 2026 7% core operating profit margin
China & Travel Retail sales decline reversal plan
Americas turnaround plan for Drunk Elephant
How will cross-brand tech deployment ensure growth?
ROIC as KPI: How to embed capital efficiency?
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Next Shiseido Company earnings date
Q1 202612 May, 2026
Shiseido Company
Next Shiseido Company earnings date
Q1 202612 May, 2026
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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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