Source disclosure: February 10, 2026
Shiseido Company,Limited [4911.T]
TOKYO, Feb 10 (Pulse News Wire) – Shiseido Company,limited (4911.T) reported its fiscal year 2025 fourth quarter earnings, which missed previous estimates. The company's operating profit was ¥965.0 billion compared to the forecast of ¥[figure] million, while revenue came in at ¥970.0 billion versus the projected ¥[figure] million.
Core operating income also fell short, reaching ¥--¥42.00 billion against the expected ¥36.50 billion. The variance was attributed primarily to challenges faced by the North American operations, leading to lower-than-expected sales performance on a real basis. However, favorable exchange rate movements due to the weakening yen helped boost revenues slightly above initial forecasts.
Despite the revenue shortfall, structural reform benefits and cost management efforts contributed to exceeding expectations in core operating income. Non-core items such as restructuring costs were lower than anticipated, resulting in overall operating profit surpassing projections. In light of the revised financial results, Shiseido confirmed there would be no changes to its dividend policy for the fiscal year ending December 31, 2025.
The company plans to distribute a final dividend of ¥20 per share, maintaining the annual payout at ¥40 per share.
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