The earnings call highlighted significant improvements in core operating profit and successful cost reduction measures, alongside a positive free cash flow. However, these were overshadowed by a notable decline in net sales, underperformance in key areas such as Drunk Elephant and the Americas, and potential impairment risks. The challenges in maintaining sales growth amidst market weaknesses, especially in China and the Americas, were evident.

Company Guidance

During the Shiseido Company Limited 2025 Q2 earnings briefing, the company outlined several key metrics and strategic initiatives for the fiscal year. The core operating profit for H1 was reported at JPY23.4 billion, an increase of JPY4.1 billion year-over-year, surpassing expectations and achieving over 60% of the full-year guidance of JPY36.5 billion. Despite a 6% decline in net sales to JPY469.8 billion, profitability improved due to structural reforms and cost reductions, including a JPY13.5 billion cost reduction benefit in H1, with a full-year target increased from JPY20 billion to JPY25 billion. The company's focus remains on achieving a core operating profit of JPY36.5 billion by accelerating reforms and maintaining rigorous cost management. While challenges persist, notably in the Americas and with Drunk Elephant, there are opportunities for growth in China and Travel Retail. The company also aims to improve its operating profit margin to double digits, reflecting a commitment to sustainable growth and competitiveness.

Improvement in Core Operating Profit

Core operating profit for H1 was JPY23.4 billion, an increase of JPY4.1 billion YoY, exceeding expectations and achieving over 60% of the full-year guidance of JPY36.5 billion.

Positive Free Cash Flow

Free cash flow turned positive to JPY17.5 billion from a negative in Q1 due to factors such as higher profit before tax.

Structural Reforms Bearing Fruit

The company realized JPY13.5 billion cost reduction benefits in H1, aiming to increase the full-year target from JPY20 billion to JPY25 billion.

Market Share Expansion

The company expanded its market share in areas such as fragrances in Japan, Asia Pacific, and Europe.

Strong Performance of Key Brands

Clé de Peau Beauté, NARS, and ELIXIR are performing well and driving growth across the Company.

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

Daily Earnings Calendar >

JP:4911 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	4.26 / -	1.85	―	―	―
Aug 06, 2025	2025 (Q2)	7.26 / 14.64	8.26	77.24% (+6.38)	―	―
May 12, 2025	2025 (Q1)	8.01 / 9.23	-8.22	212.29% (+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	7.7	7.27% (+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)	―	―
Aug 08, 2023	2023 (Q2)	27.44 / 7.70	29.66	-74.04% (-21.96)	―	―

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
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%
Nov 07, 2024	¥3081.82	¥3145.08	+2.05%

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 Nov 10, 2025, TBA (Confirmed).

What is Shiseido Company,Limited (JP:4911) earnings time?

Shiseido Company,Limited (JP:4911) earnings time is at Nov 10, 2025, 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 (Q3) is 4.26.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing