Shiseido Co Ltd

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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Shiseido Co., Ltd. engages in the production and sale of cosmetics for men and women. It operates through the following segments: Japan, China, Asia Pacific, Americas, Europe, Travel Retail, Professional, and Others. The Japan, China, Asia Pacific, Americas, and Europe segments sell cosmetics, fragrance, and personal care products with core brands such as Shiseido, clé de peau BEAUTÉ, ELIXIR, MAQUILLAGE, AUPRES, urara, TSUBAKI, Za, and narciso rodriguez in each corresponding region. The Travel Retail segment retails Shiseido, clé de peau BEAUTÉ, bareMinerals, and NARS brands in airport duty-free shops excluding Japan. The Professional segment manages the sale of beauty products in Japan, China, and Asia. The Others segment includes headquarter functions, production, frontier science, and restaurant businesses. The company was founded by Arinobu Fukuhara on September 17, 1872 and is headquartered in Tokyo, Japan.

Shiseido's Q3 2024 results missed expectations, as the net sales decline for its travel retail segment worsened from -15% YoY in Q2 2024 to -38% YoY in Q3 2024. A medium-term valuation re-rating catalyst for SSDOY is the potential expansion in its operating margin that could allow it to command a higher multiple closer to that of its peer. I retain a Hold rating for Shiseido, considering the company's near-term financial underperformance and the presence of a potential mid-term catalyst.

Shiseido: Consider Recent Results Miss And Potential Mid-Term Re-Rating Catalyst

Shiseido Company, Limited (OTCPK:SSDOY) Q3 2024 Earnings Conference Call November 7, 2024 3:30 AM ET Company Participants Kentaro Fujiwara - President and COO Ayako Hirofuji - CFO Conference Call Participants Akiko Kuwahara - JPMorgan Securities Oliver Matthew - CLSA Securities Wakako Sato - Morgan Stanley MUFG Securities Shima Yamanaka - SMBC Nikko Katsuro Hirozumi - Daiwa Securities Mitsuko Miyasako - Mizuho Securities Hisae Kawamoto - Jefferies Ayako Hirofuji From here, I would like to explain the third quarter performance for 2024. First please take a look at summary on Page 3.

Shiseido Company, Limited (SSDOY) Q3 2024 Earnings Call Transcript

Shiseido Company, Limited (OTCPK:SSDOY) Q2 2024 Earnings Call Transcript August 7, 2024 4:40 AM ET Company Participants Yuki Oshima - VP, IR Ayako Hirofuji - CFO Kentaro Fujiwara - President and COO Toshinobu Umetsu - CEO, China Region Conference Call Participants Akiko Kuwahara - JPMorgan Securities Wakako Sato - Morgan Stanley MUFG Securities Takashi Miyazaki - Goldman Sachs Mitsuko Miyasako - Mizuho Securities Shima Yamanaka - SMBC Nikko Katsuro Hirozumi - Daiwa Securities Yuki Oshima Investors and analysts, thank you for taking the time to participate in the 2024 Q2 Results Presentation for Shiseido. The disclaimer for today is shown on the screen.

Shiseido Company, Limited (SSDOY) Q2 2024 Earnings Call Transcript

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Shiseido Company, Limited (OTCPK:SSDOY) Q1 2024 Earnings Conference Call May 10, 2024 4:30 AM ET Company Participants Kentaro Fujiwara - Chief Operating Officer Ayako Hirofuji - Chief Financial Officer Conference Call Participants Akiko Kuwahara - JPMorgan Securities Shima Yamanaka - SMBC Nikko Mitsuko Miyasako - Mizuho Oliver Matthew - CLSA Kentaro Fujiwara So first off, as we have already announced on April 24, Mr. Yokota, the current CFO, will sit down at the end of June due to personal reasons.

Shiseido Company, Limited (SSDOY) Q1 2024 Earnings Call Transcript

Shiseido Company, Limited (SSDOY) Q4 2023 Earnings Call Transcript

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Shiseido Company, Limited (OTCPK:SSDOY) Q3 2023 Earnings Conference Call November 10, 2023 3:30 AM ET Company Participants Ayako Hirofuji - Vice President, Investor Relations Department Takayuki Yokota - Chief Financial Officer Kentaro Fujiwara - President and Chief Operating Officer Conference Call Participants Akiko Kuwahara - JPMorgan Wakako Sato - Mitsubishi UFJ Morgan Stanley Securities Haruka Miyake - Morgan Stanley MUFG Shima Yamanaka - SMBC Nikko Securities Hisae Kawamoto - UBS Wakako Sato - Mitsubishi UFJ Morgan Stanley Securities Katsuro Hirozumi - Daiwa Securities Yuji Ohana - Nomura Securities Ayako Hirofuji Thank you very much for joining us and we are grateful that investors and analysts have joined the Third Quarter Results Briefing for 2023 of Shiseido. And there are a few housekeeping announcements before we start the briefing sessions.

Shiseido Company, Limited (SSDOY) Q3 2023 Earnings Call Transcript

Shiseido Company, Limited (OTCPK:SSDOY) Q2 2023 Results Conference Call August 8, 2023 4:30 AM ET Company Participants Takayuki Yokota - Director, Executive Officer Chief Financial Officer Kentaro Fujiwara - President and CEO Conference Call Participants Akiko Kuwahara - JPMorgan Wakako Sato - Mitsubishi UFJ Morgan Stanley Securities Mitsuko Miyasako - Jefferies Shima Yamanaka - SMBC Nikko Securities Hisae Kawamoto - UBS Yuji Ohana - Nomura Securities Takayuki Yokota I would like to present the 2023 First Half Results. First, please refer to Page 3.

Shiseido Company, Limited (SSDOY) Q2 2023 Earnings Call Transcript

Shiseido Company, Limited (OTCPK:SSDOY) Q1 2023 Earnings Conference Call May 12, 2023 2:00 AM ET Company Participants Takayuki Yokota - Chief Financial Officer Conference Call Participants Akiko Kuwahara - JPMorgan Katsuro Hirozumi - Daiwa Securities Haruka Miyake - Morgan Stanley MUFG Securities Shima Yamanaka - SMBC Nikko Securities Yuji Ohana - Nomura Securities Mitsuko Miyasako - Jefferies Securities Hisae Kawamoto - UBS Wakako Sato - Mitsubishi UFJ Morgan Stanley Takayuki Yokota I would like to present to you the financial results for the first quarter of 2023. Please refer to Page 3.

Shiseido Company, Limited (SSDOY) Q1 2023 Earnings Call Transcript

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Shiseido's Shift 2025 and beyond business strategy aims to enhance the company's brand equity globally through innovation and cost optimization. Shiseido seeks to increase its core operating profit in the Japanese beauty business alone to JPY50 billion ($380 million) by 2025.

Shiseido: Switching From Defensive To Offensive Business Strategy

Shiseido Company, Limited (OTCPK:SSDOY) Q4 2022 Earnings Conference Call February 10, 2023 1:00 AM ET Company Participants Takayuki Yokota - CFO Masahiko Uotani - Chairman and CEO Kentaro Fujiwara - President and COO Conference Call Participants Hiroshi Saji - Daiwa Securities Akiko Kuwahara - JPMorgan Wakako Sato - Mitsubishi UFJ Morgan Stanley Hisae Kawamoto - UBS Mitsuko Miyasako - Jefferies Takayuki Yokota Now I would like to present to you the results for the fourth quarter of 2022. First, please refer to Page 3.

Shiseido Company, Limited (SSDOY) Q4 2022 Earnings Call Transcript

Shiseido Co. (SSDOY) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Shiseido Co. (SSDOY) Moves to Strong Buy: Rationale Behind the Upgrade

Shiseido has remodeled its business portfolio, making it more competitive and improving its sales mix. The key Japanese market is recovering with conditions stabilizing in China.

Shiseido: Business Transformation Complete, Waiting For China Recovery

Shiseido Company, Limited (OTCPK:SSDOY) Q3 2022 Results Conference Call November 10, 2022 1:00 AM ET Company Participants Takayuki Yokota - Chief Financial Officer Conference Call Participants Hiroshi Saji - Daiwa Securities Akiko Kuwahara - JPMorgan Mitsuko Miyasako - Jefferies Keiko Yamaguchi - Goldman Sachs Hisae Kawamoto - UBS Haruka Miyake - Morgan Stanley Oliver Matthew - CLSA Wakako Sato - Mitsubishi UFJ Morgan Stanley Takayuki Yokota I would like to present to you the Third Quarter Results for Fiscal Year 2022. First, please have a look at Page 3.

Shiseido Company, Limited (SSDOY) Q3 2022 Earnings Call Transcript

Shiseido Company, Limited (OTCPK:SSDOY) Q2 2022 Earnings Conference Call August 10, 2022 2:00 AM ET Company Participants Takayuki Yokota - Executive Officer, Chief Financial Officer & Japan Region Chief Financial Officer Masahiko Uotani - President & Chief Executive Officer Norio Tadakawa - Chief Executive Officer, Japan Region Kentaro Fujiwara - Senior Executive Officer, China Region, Chief Executive Officer Conference Call Participants Akiko Kuwahara - JPMorgan Katsuro Hirozumi - Daiwa Securities Hisae Kawamoto - UBS Keiko Yamaguchi - Goldman Sachs Wakako Sato - Mitsubishi UFJ Morgan Stanley Takayuki Yokota Now, I would like to present the business results for the first half of fiscal year 2022, and the full year outlook. To begin please refer to page 3.

Shiseido Company, Limited (SSDOY) CEO Masahiko Uotani on Q2 2022 Results - Earnings Call Transcript

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Shiseido Co Ltd (SSDOY) CEO Masahiko Uotani on Q4 2020 Results - Earnings Call Transcript

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Shiseido Company, Limited (SSDOY) CEO Masahiko Uotani on Q2 2020 Results - Earnings Call Transcript

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