Shiseido Q1 Sales Fall 3% as Brand Performance Diverges
The group’s first-quarter revenue came under pressure from weaker trading conditions and brand-level volatility, even as operating profit improved sharply.
The group’s first-quarter revenue came under pressure from weaker trading conditions and brand-level volatility, even as operating profit improved sharply.
The move marks the retailer’s first large-scale international showcase and positions Japan as the first stop in a broader effort to export Olive Young’s retail model alongside K-beauty brands.
The activation supports Luna’s Japan push as the Aekyung Industrial brand says its local offline distribution has already expanded to more than 10,000 points of sale.
The internal merger will move Shiseido Creative’s branding and communication functions directly under the group’s main corporate structure from June.
The planned withdrawal points to mounting pressure on smaller prestige makeup brands in Taiwan as compliance costs rise and offline scale becomes harder to sustain.
Japan beauty exports peaked at 683.9 billion yen in 2021 and fell to 422.9 billion yen by 2024 – a 38% decline in three years, while South Korea hit a record $11.4 billion and France grew 6.3% over the same period. The collapse is real and documented. What it means, however, depends on which Japanese…
The dual-market appointment points to a more integrated Southeast Asia structure as Shiseido looks to align growth strategy and operations across Malaysia and Indonesia.
Rice water has been used in Asian beauty rituals for over a thousand years. Women in Heian-era Japan (794–1185 AD) rinsed their hair and skin in leftover rice water. Vietnamese women have used it as a facial rinse and hair treatment for generations. Korean beauty brands now list it as a hero ingredient on product…
Shiseido has won two awards at Spikes Asia 2026 in Singapore, including a Grand Prix in the Design category. The company said on March 23 that the recognition went to two projects focused on Japanese cultural expression and preservation. Award-Winning Projects According to Shiseido, “BEST AFTER 2055” received the Grand Prix for a project built…
L Catterton has set a $313 million investment target for Japanese consumer businesses over the next three years. The firm plans to complete about five deals across cosmetics, food, pet care, and restaurants. Deal profile The investment capacity is expected to come through a mix of equity and debt financing. The report said the firm…