2025 Q3 Results (January–September)
and new medium-term strategy briefing

from the beginning

2025 Q3 Results (January-September) and 2025 Outlook

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Where We Are Today and Where We Are Heading

Regained Momentum in Key Brands

Progress on Action Plan 2025-2026

Americas Business: Entering New Phase of Growth

Drunk Elephant Turnaround

2025 Outlook

Q3 2025 Executive Summary

Core Operating Profit

Net Sales by Reportable Segment

Japan

China & Travel Retail

Americas

Asia Pacific

Progress on Global Cost Structure Transformation

2030 Medium-Term Strategy

2030 Medium-Term Strategy

Now is the Time - Because the World is Changing More than Ever...

BEAUTY INNOVATIONS FOR A BETTER WORLD

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Connecting Our People with Shiseido‘s Core Value, Maximize Strengths

2030 Medium-Term Strategy Overview

Achieve Double-Digit Core OP Margin via Cost Optimization

Strategic Pillar 1

Identify “Where to Win” by Leveraging Our Competitive Advantage

Define Category Strategies Aligned with Markets and Our Competitive Advantage

Categories × Brands: Drive Growth by Establishing Strategic Brand Framework

Clarify the Role of Brands: Ensure Strategic Alignment of Investment

Clear Growth Strategy in Place; Consistent Execution to Deliver Results

1) Maximize Innovation by Leveraging Technological Strengths

2) Accelerate Growth by Expanding Our Global Reach

3-1) Expand into New Categories: Medical & Derma, Lifestyle

3-2) Expand into New Domains: Life Stage Partnerships, Beauty Checkup

3-3) Exploring New Business and Value Creation Models

Enhance Value Communication: Build Deeper Connections with Consumers

Optimize the Portfolio with Strategy and Discipline

Strategic Pillar 2

Value Chain

Digital and AI Strategy

Evolution of the Matrix Organization

Strategic Pillar 3

Talent Strategy

Sustainability Strategy

Sustainability Strategy

Financial Strategy

Financial Goals

Boost Sales Growth via Targeted Investments and Drive Cost Efficiency

Drive Above-Market Growth and Profitability across All Regions

Cash Allocation Strategy

Drive ROIC improvement across the Organization

Toward Sustainable Corporate Value Enhancement

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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

• Q&A 9

• Q&A 10

• Q&A 11