Shiseido Co Ltd

4911: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Shiseido Earnings: Cost Containment Strategy Helps Buffer Iran War Headwinds, Shares Fairly Valued

Lorraine Tan , Nicole Lim

May 13, 2026

Shiseido's first-quarter 2026 revenue of JPY 232 billion is up 2% year on year, and core operating margin rose 2.4 percentage points to 5.6%. The company is leaving profit guidance unchanged, with cost controls offsetting Iran war-related headwinds.

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Shiseido Co Ltd

Shiseido Earnings: Cost Containment Strategy Helps Buffer Iran War Headwinds, Shares Fairly Valued

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