2022 Third Quarter Results (January-September)

from the beginning

2022 Third Quarter Results (January-September)

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• 2022 Q3 Key Headlines

• 2022 Q3 YTD (January - September): Executive Summary

• 2022 Q3 YTD Net Sales by Brand

• Net Sales YoY : Growth Momentum Accelerated; Japan Turned to Growth from Market Recovery and EMEA Continued Strong Performance

• Japan: Prestige Growth Accelerated, Mid-Price Range to Recover

• Japan: Strong Sales from ELIXIR Renewal (Launched on Sep. 21st)

• Japan: Q4 Powerful Marketing to Capture the Market Recovery

• China: Outperformed Market Growth amid Challenging Environment Offline - Recovered to Last Year's Level Online - Accelerated Growth through Touch Point Expansion

• China: Actions in 2H toward Brand Equity Enhancement

• China: Deliver Sustainable Growth

• All Four Segments Continued to Grow amid Volatile Market Environments

• COGS Ratio LfL: Improved from Favorable Product Mix Reported: Impacts from Impairment Loss on PC Manufacturing Business Transfer

• Cost Structure in 2022 Q3 YTD: Continued Agile Cost Management, Cost Reduced due to Structural Reforms

• 2022 Q3 YTD Core Operating Profit by Reportable Segment Agile Cost Management Implemented; Americas, EMEA and TR Increased Profit

• Brand Enhancement in Q4 for Strong Growth in 2023 onwards

• Be a Global Winner with Our Heritage

Q&A

• Q&A 1

• Q&A 2

• Q&A 3

• Q&A 4

• Q&A 5

• Q&A 6

• Q&A 7

• Q&A 8

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