Kosé's third-quarter 2026 revenue rose 6% year on year to JPY 85 billion, while core operating profit more than doubled to JPY 6.1 billion. Management cut 2026 revenue and core operating profit guidance by 3% and 23%, respectively, lowering its core operating margin outlook to 4.6%.
Increasing polarization of consumer spending on cosmetics in Japan suggests demand for prestige cosmetics should stay resilient regardless of economic uncertainty, allowing Decorté and Albion to accelerate share gains.
Chinese consumers’ downtrading and increased local competition will cap sales growth, weaken Decorté and Albion’s brand equity, increase reliance on promotions, and hinder margin expansion.
Metric | 4922 | 4911 | OR |
|---|---|---|---|
Price/Earnings (Normalized) | 24.73 | 28.96 | 35.85 |
Price/Book Value | 1.19 | 2.60 | 7.03 |
Price/Sales | 0.99 | 1.60 | 5.27 |
Price/Cash Flow | 12.67 | 12.82 | 27.30 |
Metric | 4922 | 4911 | OR |
|---|---|---|---|
Quick Ratio | 2.07 | 0.86 | 0.58 |
Current Ratio | 3.47 | 1.46 | 0.97 |
Interest Coverage | 169.83 | 9.77 | 19.89 |
Metric | 4922 | 4911 | OR |
|---|---|---|---|
Return on Assets (Normalized) | 5.67% | 3.88% | 11.46% |
Return on Equity (Normalized) | 7.89% | 8.00% | 20.96% |
Return on Invested Capital (Normalized) | 6.84% | 4.92% | 15.09% |
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