Personal Care and Cleaning Products

Shiseido

Shiseido Integrates AI to Enhance Online Presence

Shiseido Expands Beauty Counter at Fukuoka Airport

Franchise Partner Increases Stake in Shiseido to 7.28%

Shiseido Co., Ltd. Announcement on Changes in Organizational Structure and Reportable Segments for Its Business in China and Travel Retail

Shiseido's Financial Report for the First Half of 2024

Shiseido announces 1H 2024 financial results

Shiseido's high-end skincare brand BAUM announced the closure of its Tmall flagship store

4911

Future Market Insights projects the global skin health supplement market to grow from USD 2.57 billion in 2025 to USD 4.62 billion by 2035. Key drivers include beauty-from-within trends, personalized nutrition, and collagen-based supplements. Major players like Amway and Shiseido are reshaping portfolios to meet evolving consumer demands. FMI highlights opportunities in Europe, East Asia, and South Asia Pacific, urging companies to integrate digital wellness and personalized strategies for future growth.

prnewswire

10:32 ET
			
			
				Global Skin Health Supplement Market Forecast: USD 2.57 Billion in 2025 to USD 4.62 Billion by 2035 -- Future Market Insights, Inc. Report

Shiseido Company (TSE:4911) is estimated to be 35% undervalued based on a DCF model, with a fair value of JP¥3,614 compared to its current share price of JP¥2,345. The analysis uses a 2-stage growth model to forecast future cash flows and discount them to present value. The intrinsic value per share suggests a significant discount, but valuations can vary based on assumptions and market conditions.

Simplywall

Is There An Opportunity With Shiseido Company, Limited's (TSE:4911) 35% Undervaluation?

Shiseido's Q3 earnings call reveals cautious optimism amid challenges. The company reports strong growth in EMEA and Japan's e-commerce, but faces hurdles in the Americas and with Drunk Elephant. Core operating profit exceeded JPY 30 billion, and free cash flow surpassed expectations. Despite a net loss of JPY 44 billion, Shiseido aims for a 7% operating profit margin by 2026, focusing on brand innovation and geographic expansion to drive growth.

Tip Ranks

Shiseido’s Q3 Earnings Call: Optimism Amid Challenges

Shiseido (OTCMKTS:SSDOY) updated its FY 2025 earnings guidance, projecting an EPS of -0.880 and revenue of $6.5 billion, aligning with consensus estimates. UBS Group upgraded Shiseido to a 'hold' rating. The stock traded at $14.84, with a market cap of $5.93 billion. Shiseido reported a negative EPS of ($0.12) for the last quarter, with revenue of $1.45 billion. Analysts predict a 0.29 EPS for the current fiscal year. The company engages in cosmetics production and sale globally.

Market Beat

Shiseido (OTCMKTS:SSDOY) Issues FY 2025 Earnings Guidance

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FRCOY

Japan's Nikkei fell 0.5% amid a China-Japan spat over Taiwan, affecting tourism stocks. Isetan Mitsukoshi dropped 10.87%, Takashimaya 6.52%, Shiseido 9.5%, and Fast Retailing 5.5%. Technology stocks rose, with SoftBank gaining 3%. Sumitomo Mitsui Financial Group rose 3.8% after a 57% profit rise. Mitsubishi UFJ and Mizuho Financial posted higher profits but slipped slightly.

Reuters

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Fast Retailing

Isetan

Tourism shares drag down Nikkei amid China-Japan spat over Taiwan

Bernstein analyst Callum Elliott has maintained a Sell rating on Shiseido Company, Limited (4911) with a price target of Yen2,000.00. The stock closed at Yen2,701.50. Elliott has an average return of -0.3% and a 45.45% success rate, covering the Consumer Defensive sector. The overall analyst consensus for Shiseido is a Hold rating with an average price target of Yen2,474.00.

Shiseido Company,Limited (4911) Receives a Sell from Bernstein

Shiseido Company, Limited reported a challenging nine-month financial performance, with net sales declining by 4.0% year-on-year to ¥693.8 billion. However, core operating profit increased by 9.7% to ¥30.1 billion due to structural reforms and cost management. The company faced a goodwill impairment loss of ¥46.8 billion, leading to a net loss of ¥44.0 billion. Shiseido is focused on its "Action Plan 2025-2026" and aims for a core operating profit margin above 10% by 2030, despite ongoing market challenges.

Shiseido Reports Challenging Nine-Month Financial Results

Shiseido Co., Ltd. reported a loss of 43.98 billion yen in the first nine months of fiscal 2025, down from a profit of 754 million yen last year, due to weak net sales which fell 4% to 693.82 billion yen. The company has cut its fiscal 2025 outlook, now expecting a net loss of 52 billion yen on sales of 965 billion yen. Despite this, Shiseido anticipates a sales growth rate above market averages of 2% to 5% from 2025 to 2030, aiming for a core operating profit margin exceeding 10% by 2030.

rttnews

Shiseido Slips To 9-month Loss On Weak Sales; Cuts FY25 Outlook, Sees Growth Further Ahead

Shiseido Swings Into Losses in Nine Months Ended Sept. 30; Cuts Full Year Forecasts

marketscreener

Shiseido Swings Into Losses in Nine Months Ended Sept. 30; Cuts Full Year Forecasts

Shiseido Co Ltd :*SHISEIDO - WILL IMPLEMENT VOLUNTARILY REDUNDANCY OF ABOUT 200 JOBS NEXT MONTH

SHISEIDO- WILL IMPLEMENT VOLUNTARILY REDUNDANCY OF ABOUT 200 JOBS NEXT MONTH

Nov 10 (Reuters) - Shiseido Co Ltd (4911.T) :*‍NOTICE ON RECOGNITION OF IMPAIRMENT LOSS ON GOODWILL IN AMERICAS BUSINESS​Source text:Further company coverage: (4911.T)

Shiseido Co - ‍notice On Recognition Of Impairment Loss On Goodwill In Americas Business​

Shiseido Co. Ltd. has announced changes to its Corporate Executive Officers and a new leadership structure for the Americas region, effective January 1, 2026. Further details can be found in the company's official announcement.

Shiseido Announces Executive and Leadership Changes Effective 2026

Shiseido Co. Ltd. has unveiled its 2030 medium-term strategy, focusing on skincare and suncare while expanding its global reach. The strategy emphasizes innovation through proprietary research technologies and aims to grow in the Americas and Asia Pacific, particularly in fragrance and suncare. Shiseido plans to enter new markets in medical, derma, and lifestyle segments, targeting aging populations. The company aims for double-digit core operating profit margins in key regions while optimizing profit concentration in Japan, China, and Travel Retail.

Shiseido Unveils 2030 Medium-Term Strategy Focusing on Skincare and Suncare, Expanding Global Reach, and Advancing Innovation Through New Technologies and Market Categories

Yoshiaki Okabe has been appointed as the Chief Marketing & Innovation Officer at Shiseido Co. Ltd. He has been with the company since 1989, holding various leadership roles, including Brand Manager for Clé de Peau Beauté and Senior Vice President of SHISEIDO CHINA Prestige Brands. He will assume his new position in 2025.

10:32 ET Global Skin Health Supplement Market Forecast: USD 2.57 Billion in 2025 to USD 4.62 Billion by 2035 -- Future Market Insights, Inc. Report

Is There An Opportunity With Shiseido Company, Limited's (TSE:4911) 35% Undervaluation?

Shiseido’s Q3 Earnings Call: Optimism Amid Challenges

Shiseido (OTCMKTS:SSDOY) Issues FY 2025 Earnings Guidance

Tourism shares drag down Nikkei amid China-Japan spat over Taiwan