Shiseido Company (4911) Investor update summary
Event summary combining transcript, slides, and related documents.
Investor update summary
16 Sep, 2026Board oversight and evaluation of the 2030 medium-term strategy
Monitored growth and identified challenges after six months of executing the 2030 strategy, supporting risk-taking and growth investments.
Reviewed progress and challenges in improving profitability, ROIC, ROE, and cash flow generation.
Oversight of management's responses to key risks
Oversaw management's responses to geopolitical, supply chain, and cybersecurity risks.
Nomination and remuneration matters
Evaluated the board and management structure, including CEO succession planning and updates to executive remuneration.
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Latest events from Shiseido Company
- Profits and sales surged, led by China & Travel Retail; full-year outlook unchanged.4911
Q2 2026 - Q1 2026 profit jumped 57.9% and Taiwan factory closure costs are included in guidance.4911
Q1 2026 - Core profit rose despite sales decline; 2026 targets 7% margin and higher dividends.4911
Q4 2025 - Core profit rose 9.7% YoY, but net loss and outlook cut after a JPY 46.8bn Americas impairment.4911
Q3 2025 - Core profit up 21.3% year-over-year on cost cuts, despite 6–7.6% sales decline.4911
Q2 2025 - Sales up 2.9%, profit down 31.3% as China and Travel Retail lag, Japan and EMEA grow.4911
Q2 2024 - Profit slumped as Travel Retail and China declines offset Japan's growth and costs rose.4911
Q3 2024 - Governance reforms boost board independence, align incentives with ESG, and drive strategic growth.4911
Status Update - 2024 profit fell on restructuring, but FY2025 targets recovery and stable sales growth.4911
Q4 2024