Shiseido's third-quarter sales rose 8% year on year to JPY 242 billion, while core operating profit jumped 243% to JPY 23 billion. Management raised 2026 revenue and core operating profit guidance by 4% and 26%, respectively, lifting core operating margin to 8.5%.
Shiseido is well poised to reap the benefits of the global premiumization trend and consumers’ shift in spending to skincare, given its competitive edges in skincare innovations and a renewed strategy of customer-centric product launches.
Slowing global growth and rising inflation will weigh on consumer sentiment, disrupting the premiumization trend and depressing spending on beauty products.
Metric | 4911 | OR | 4922 |
|---|---|---|---|
Price/Earnings (Normalized) | 28.96 | 35.85 | 24.73 |
Price/Book Value | 2.60 | 7.03 | 1.19 |
Price/Sales | 1.60 | 5.27 | 0.99 |
Price/Cash Flow | 12.82 | 27.30 | 12.67 |
Metric | 4911 | OR | 4922 |
|---|---|---|---|
Quick Ratio | 0.86 | 0.58 | 2.07 |
Current Ratio | 1.46 | 0.97 | 3.47 |
Interest Coverage | 9.77 | 19.89 | 169.83 |
Metric | 4911 | OR | 4922 |
|---|---|---|---|
Return on Assets (Normalized) | 3.88% | 11.46% | 5.67% |
Return on Equity (Normalized) | 8.00% | 20.96% | 7.89% |
Return on Invested Capital (Normalized) | 4.92% | 15.09% | 6.84% |
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