2024 Results (January-December) and 2025 Outlook

from the beginning

2024 Results (January-December) and 2025 Outlook

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2024 Key Highlights

2025 Forecast

Dividend

2024 Executive Summary

Net Sales YoY by Region:

Net Sales by Brand:

Japan: Delivered Tangible Benefits from Structural Reforms

China and Travel Retail: Remained Challenging as Expected

Americas: Drunk Elephant Continued to Struggle

EMEA Delivered Solid Growth via Optimization Strategy on Brands

FY2024 Core Operating Profit by Region

Act and Deliver: Ensuring the implementation of Action Plan 2025-2026

Top Priorities of Action Plan 2025-2026

2025-2026 Brand Portfolio Strategy

Growth Strategy for Core 3 Brands: SHISEIDO

Growth Strategy for Core 3 Brands: Cle de Peau Beaute

Growth Strategy for Core 3 Brands: NARS

Bring technologies innovations that deliver new value driven by bold science and technologies

Global Brand Strategy: Building a strong foundation for growth

2024 Regional Strategy Review

2025 Growth Strategy: America

2025 Growth Strategy: EMEA and Asia Pacifi

2025 Growth Strategy: China and Travel Retail

Progress and NextS teps: "MiraiS hift NIPPON 2025"

Cost Structure Transformation with "No Sacred Cow"

Accelerate Asset-light initiatives Achieving Global Cross-Regional Asset Optimization

Enhancing Governance to Maximize Corporate Value Change in Executive Remuneration to be More Aligned with Shareholder Perspective

Achieve 7% Core Operating Profit Margin in 2026

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Q&A

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