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Shiseido Company,Limited (JP:4911)
:4911
Japanese Market
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Shiseido Company,Limited (4911) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 06, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-10.35
Last Year’s EPS
-28.95
Same Quarter Last Year
Moderate Sell
Based on 3 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 10, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted a positive turnaround in Q3 and strong growth in specific segments like EMEA and Japan's e-commerce. However, significant challenges remain, particularly in the Americas and with certain brands like Drunk Elephant. Overall, while the company is on a path to recovery, the financial results still reflect significant hurdles.
Company Guidance
During the fiscal year 2025 third quarter call, Shiseido provided extensive guidance on its strategic plans and financial outlook. The company reported a cumulative core operating profit exceeding JPY 30 billion, inching closer to the initial target of JPY 36.5 billion, despite a 3% decline in net sales to JPY 693.8 billion. The Americas business recorded a significant noncash goodwill impairment, prompting a downward revision of operating and net profit forecasts for the year. Shiseido aims for a core operating profit margin of 7% in 2026, with plans to achieve JPY 25 billion in cost savings by 2026 through structural reforms, including a voluntary retirement program affecting 200 employees. Free cash flow for the year is expected to surpass initial forecasts, reaching JPY 35 billion, while maintaining an annual dividend of JPY 40 per share. The company also outlined a strategic focus on brand innovation and geographic expansion, particularly in the skincare and fragrance categories, to drive growth and achieve a core operating profit margin above 10% by 2030.
Positive Q3 Turnaround
After a prolonged reset, the company achieved a positive return in Q3, with sales momentum indicating a return to a growth trajectory.
Structural Reforms and Profitability
Cumulative core operating profit for the third quarter exceeded JPY 30 billion, bringing the company closer to achieving its initial target of JPY 36.5 billion. Cost reductions and financial discipline contributed to this improvement.
Free Cash Flow Exceeds Expectations
Free cash flow is expected to reach JPY 35 billion, which is JPY 20 billion higher than initially forecasted.
EMEA Strong Performance
EMEA region showed strong performance with a 22% year-on-year increase, achieving double-digit growth even excluding comparison base effects.
Japan E-Commerce Growth
E-commerce sales in Japan rose by mid-20% in the third quarter, driven by strategic investments and increased purchases from loyal users.
Strong Growth in Fragrance Segment
Fragrance sales in EMEA increased significantly, with Zadig & Voltaire up over 70% in Q3, and narciso rodriguez and ISSEY MIYAKE maintaining double-digit growth.

Shiseido Company,Limited (JP:4911) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

JP:4911 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 06, 2026
2025 (Q4)
-10.35 / -
-28.95
Nov 10, 2025
2025 (Q3)
0.16 / -133.97
1.85-7341.62% (-135.82)
Aug 06, 2025
2025 (Q2)
7.26 / 14.64
8.2677.24% (+6.38)
May 12, 2025
2025 (Q1)
8.01 / 9.23
-8.22212.29% (+17.45)
Feb 10, 2025
2024 (Q4)
26.39 / -28.95
3.09-1036.89% (-32.04)
Nov 07, 2024
2024 (Q3)
15.76 / 1.85
21.92-91.56% (-20.07)
Aug 07, 2024
2024 (Q2)
15.76 / 8.26
7.77.27% (+0.56)
May 10, 2024
2024 (Q1)
13.01 / -8.22
21.72-137.85% (-29.94)
Feb 09, 2024
2023 (Q4)
12.18 / 3.09
12.9-76.05% (-9.81)
Nov 10, 2023
2023 (Q3)
27.53 / 21.92
32.03-31.56% (-10.11)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

JP:4911 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 10, 2025
¥2571.00¥2585.50+0.56%
Aug 06, 2025
¥2401.50¥2397.00-0.19%
May 12, 2025
¥2455.29¥2442.89-0.51%
Feb 10, 2025
¥2449.34¥2511.84+2.55%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Shiseido Company,Limited (JP:4911) report earnings?
Shiseido Company,Limited (JP:4911) is schdueled to report earning on Feb 06, 2026, TBA (Confirmed).
    What is Shiseido Company,Limited (JP:4911) earnings time?
    Shiseido Company,Limited (JP:4911) earnings time is at Feb 06, 2026, TBA (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Shiseido Company,Limited stock?
          The P/E ratio of Shiseido Company,Limited is N/A.
            What is JP:4911 EPS forecast?
            JP:4911 EPS forecast for the fiscal quarter 2025 (Q4) is -10.35.
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