Business description: Shiseido Company, Limited

Shiseido Co Ltd is a Japan-based company engaged in the manufacture and sale of cosmetics, toiletries, personal care products, barber and beauty products. The Company operates in seven business segments. Japan segment sells of cosmetics, toiletries, personal care products, beauty food and over-the-counter drugs in Japan. China segment and Asia Pacific segment manufacture and sell cosmetics, toiletries and personal care products respectively in China and Asia-Oceania region excluding Japan and China. Americas and Europe segment manufacture and sell cosmetics and toiletries respectively in the Americas, as well as Europe & the Middle East & Africa. Travel Retail segment sells cosmetics and toiletries in duty free shops around the world except Japan. Professional segment sells barber and beauty products. The Company also conducts the frontier science business of cosmetic raw materials and medical drugs, as well as the food and beverage business and personal care product sales business.

Number of employees: 27,908

Sales by Activity: Shiseido Company, Limited

Fiscal Period: December 2020 (JPY) 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY)

Japan Business

329B 301B 244B 265B 285B

China Business

237B 276B 260B 252B 254B

EMEA Business

102B 127B 138B 124B 141B

Americas Business

119B 148B 141B 116B 124B

Asia-Pacific Business

61.09B 67.17B 71.14B 71.57B 75.5B

Professional Business

13.36B 16.47B 9.69B - -

Other

173B 233B 302B 248B 243B

Travel Retail Business

98.81B 121B 164B 133B 108B

Unallocated Adjustments

-212B -254B -262B -236B -241B

Geographical breakdown of sales: Shiseido Company, Limited

Fiscal Period: December 2020 (JPY) 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY)

Japan

333B 321B 299B 302B 316B

China

289B 344B 349B 337B 309B

Europe

101B 125B 142B 126B 154B

United States

- - - 96.4B 101B

Asia/Oceania

- - - 92.41B 96.42B

America

- - - 18.43B 14.6B

United States of America

81.15B 109B 121B - -

Americas (Excluding United States of America)

11.99B 18.18B 25.14B - -

Asia Oceania (Excluding China)

104B 118B 132B - -

Executive Committee: Shiseido Company, Limited

Manager TitleAgeSince
Chief Executive Officer - 2024-12-31
Chief Tech/Sci/R&D Officer - -
Compliance Officer - -
Corporate Officer/Principal - -
Corporate Officer/Principal 68 2011-05-31

Composition of the Board of Directors: Shiseido Company, Limited

Director TitleAgeSince
Director/Board Member 69 2018-02-28
Director/Board Member 77 2018-03-31
Director/Board Member 65 2016-02-29
Director/Board Member 73 2018-02-28
Director/Board Member - 2023-02-28
Director/Board Member 64 -
Director/Board Member 71 -
Director/Board Member 68 -

Shareholders: Shiseido Company, Limited

NameEquities%Valuation
Independent Franchise Partners LLP
8.168 %
32,671,600 8.168 % 691 M ¥
Nomura Asset Management Co., Ltd.
5.585 %
22,340,984 5.585 % 472 M ¥
Norges Bank Investment Management
5.352 %
21,408,560 5.352 % 453 M ¥
Baillie Gifford & Co.
4.065 %
16,260,682 4.065 % 344 M ¥
BlackRock Fund Advisors
3.154 %
12,614,164 3.154 % 267 M ¥
NameEquities%Valuation
Nomura Asset Management Co., Ltd.
0.1509 %
603,789 0.1509 % 13 M ¥
Independent Franchise Partners LLP
0.1043 %
417,116 0.1043 % 9 M ¥
RhumbLine Advisers LP
0.001159 %
4,636 0.001159 % 97 991 ¥
GAMMA Investing LLC
0.000832 %
3,329 0.000832 % 70 365 ¥
Salomon & Ludwin LLC
0.000088 %
351 0.000088 % 7 419 ¥

Holdings: Shiseido Company, Limited

NameEquities%Valuation
475,300 0.12% 10 M $
609,000 0.02% 9 M $
1,300,000 1.53% 2 M $

Company details: Shiseido Company, Limited

Shiseido Co., Ltd.

7-5-5 Ginza

104-0061, Tokyo

+81 3 3572 5111

http://www.shiseidogroup.jp/
address Shiseido Company, Limited(4911)

Cosmetics & Perfumes

Change 5d. change 1-year change 3-years change Capi.($)
-2.38%-0.30%+11.00%-50.96% 7.78B
-1.16%-4.13%+0.73%-3.85% 226B
-2.39%+3.18%+65.65% - 46.72B
+0.27%-0.57%-0.91%+24.23% 18.06B
+0.86%-6.78%+12.94%+1.41% 5.48B
+0.24%-0.74%+8.71%+15.70% 4.75B
+2.24%+0.69%-18.26%-47.57% 3.92B
+1.22%+3.64%+25.51%+116.33% 2.93B
-0.20%-1.55%-26.06%-29.69% 3.01B
+1.04%-1.18%-4.91%-64.00% 2.66B
Average -0.02%+1.08%+7.44%-4.27% 32.1B
Weighted average by Cap. -1.15%+0.94%+10.36%-3.10%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
15
Last Close Price
3,070.00JPY
Average target price
3,010.93JPY
Spread / Average Target
-1.92%

Quarterly revenue - Rate of surprise

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