Shiseido Company,limited · TSE:4911
Shiseido Company,limited — Investor Presentation (July 2024)
31 slides from Shiseido Company,limited's investor presentation, Jul 2, 2024
Slide 1: Brand Presentation for Investors
B R A N D P R E S E N TAT I O N F O R I N V E S TO R S July 2, 2024
Slide 2: My Profile: Mizuki Hashimoto
MY PROFILE 1997 : Joined Shiseido 2012 : Managing Director, Shiseido Singapore Co., (Pte.) Ltd. 2015 : Director, Clé de Peau Beauté Brand Unit, Shiseido Co., Ltd. 2018 : Vice President, Clé de Peau Beauté Brand Unit, Shiseido Co., Ltd. 2022 : Chief Brand Officer, Clé de Peau Beauté Executive Officer
Slide 3: Agenda
1. Brand Overview 2. Strategic Priorities for Growth 3. Sustainability Commitment
Slide 4: 1. Brand Overview
1. Brand Overview 2. Strategic Priorities for Growth 3. Sustainability Commitment
Slide 5: Our Idea: Radiance
OUR IDEA: RADIANCE We believe in the power of Radiance. We recognize it as a positive force. The highest expression of authentic beauty. Where there is strength, intelligence, substance, and character – there is Radiance. Where there is joy and beauty that overflow from within – there is Radiance. W
Slide 6: Brand Vision
BRAND VISION To be the most coveted global luxury beauty brand by unlocking woman’s potential in her skin, self and society through science and innovation 6
Slide 7: Our Brand: 2023 Key Figures
OUR BRAND: 2023 KEY FIGURES Around Around 2023 Prestige Skincare 1982 170 26 2,300 No. 1 * in JAPAN bn JPY Countries & Regions Point of sale Sales Rank in JAPAN Established Net Sales Distribution Number of in combined Performance Network Distribution Department & Presence Boutique stores * Beaute Re
Slide 8: Our Product: Major Lines
OUR PRODUCT: MAJOR LINES KEY RADIANCE CARE SUPREME LA CRÈME SYNACTIF * 10,000 – 25,000 JPY 25,000 – 40,000 JPY 60,000 – 80,000 JPY 12,000 – 130,000 JPY COMPLEXION COLOR MAKEUP * Suggested Retail Price < Excl. VAT > 10,000 – 30,000 JPY 5,000 – 10,000 JPY Range in JAPAN
Slide 9: Our Trajectory: Global Expansion
OUR TRAJECTORY: GLOBAL EXPANSION Name of countries & regions is listed in order of launch 170 bn JPY NET SALES 2019 - 2023 2022 - 1998 - 2001 PHILIPPINE UK, ITALY, SPAIN TAIWAN, USA, KOREA, GERMANY SINGAPORE, MALAYSIA, FRANCE, NETHERLANDS, THAILAND, CHINA, BELGIUM, SWITZELAND HONG KONG, CANADA Distr
Slide 10: Our Mix of Business: 2023 Performance
OUR MIX OF BUSIN ESS : 2023 PERFORMANCE CATEGORY CHANNEL GEOGRAPHY OTHER JAPAN ONLINE TRAVEL MAKEUP SKINCARE BRICK & RETAIL MORTAR CHINA
Slide 11: 2. Strategic Priorities for Growth
1. Brand Overview 2. Strategic Priorities for Growth 3. Sustainability Commitment
Slide 12: Three Strategic Priorities
OUR G ROWTH : STRATEGIC PRIORITIES 01 02 03 High Quality & Exquisite Pursuit of Innovative Brand Operational Products Experience Excellence
Slide 13: Strategic Priorities 01: High Quality & Innovative Products
High Quality & Innovative Products OUR G ROWTH : STRATEGIC PRIORITIES 01 MIX OF BUSINESS CATEGORY 2023 PERFORMANCE 21-23 CAGR SYNACTIF GREATER FOCUS Double-digit LA CRÈME on long-term Growth Achievement SUPREME MAKEUP SKINCARE
Slide 14: Strategic Priorities 01: Skincare Focus, Complexion Master
High Quality & Innovative Products OUR G ROWTH : STRATEGIC PRIORITIES 01 SKINCARE FOCUS COMPLEXION MASTER CREATE EXCITEMENT
Slide 15: Strategic Priorities 02: Exquisite Brand Experience
Exquisite Brand Experience OUR G ROWTH : STRATEGIC PRIORITIES 02 ASPIRATIONAL CONTENTS ELEVATED EXPERIENCE FOR FOR BRAND EQUITY CUSTOMER LOYALTY
Slide 16: Luxury Science
Exquisite Brand Experience OUR G ROWTH : STRATEGIC PRIORITIES 02 ASPIRATIONAL CONTENTS LUXURY SCIENCE HERITAGE CRAFTSMANSHIP SUSTAINABILITY SKIN BENEFITS TECHNOLOGY INGREDIENT
Slide 17: New Launch in September 2024
Exquisite Brand Experience OUR G ROWTH : STRATEGIC PRIORITIES 02 NEW LAUNCH IN SEPTEMBER 2024
Slide 18: Luxury Human Touch
Exquisite Brand Experience OUR G ROWTH : STRATEGIC PRIORITIES 02 ELEVATED EXPERIENCE LUXURY HUMAN TOUCH RETAIL INNOVATION UNPARALLELED EXPERIENCE
Slide 19: Strategic Priorities 03: Major Strategic Directions
Pursuit of Operational Excellence OUR G ROWTH : STRATEGIC PRIORITIES 03 MAJOR STRATEGIC DIRECTIONS ➢ Create and strengthen new ➢ Strengthen brand experiences for touch points with customers ASIA new customer acquisition with JAPAN while elevating existing PACIFIC skincare category touchpoints ➢ Driv
Slide 20: Operational Excellence: Japan
Pursuit of Operational Excellence OUR G ROWTH : STRATEGIC PRIORITIES 03 JAPAN SKIN INTELLIGENCE EVENT THE SERUM POPUP STORE TOKYO - ISETAN SHINJUKU
Slide 21: Operational Excellence: China Travel Retail
Pursuit of Operational Excellence OUR G ROWTH : STRATEGIC PRIORITIES 03 CHINA TRAVEL RETAIL SS24 HEIGHT OF RADIANCE CAMPAIGN SS24 LA CRÈME CAMPAIGN
Slide 22: Operational Excellence: Asia Pacific
Pursuit of Operational Excellence OUR G ROWTH : STRATEGIC PRIORITIES 03 ASIA PACIFIC MALAYSIA KUALA LUMPUR - THE EXCHANGE TRX
Slide 23: Operational Excellence: Americas
Pursuit of Operational Excellence OUR G ROWTH : STRATEGIC PRIORITIES 03 AMERICAS NEW YORK - BERGDORF GOODMAN TEXAS DALLAS - NEIMAN MARCUS NORTHPARK
Slide 24: Operational Excellence: EMEA
Pursuit of Operational Excellence OUR G ROWTH : STRATEGIC PRIORITIES 03 EMEA UK LONDON - HARRODS FRANCE PARIS - LA SAMARITAINE GERMANY BERLIN - KADEWE
Slide 25: 3. Sustainability Commitment
1. Brand Overview 2. Strategic Priorities for Growth 3. Sustainability Commitment
Slide 26: Our Commitment: Sustainability
OUR COMMITMEN T: SUSTAINABILITY OVERARCHING SUSTAINABILITY VISION INTELLIGENT SUSTAINABILITY to inspire a more radiant future for our planet and our society Intelligence to be driven in our Intelligence to be passed for girls production eco-system in the future generation PLANET - ENVIRONMENT SOCIET
Slide 27: Eco-Friendly Materials and Refillable Products
PLANET - ENVIRONMENT OUR COMMITMEN T: SUSTAINABILITY ECO - FRIENDLY REFILLABLE MATERIALS PRODUCTS
Slide 28: Power of Radiance Awards
SOCIETY - PHILANTHROPY OUR COMMITMEN T: SUSTAINABILITY POWER OF RADIANCE AWARDS 2024 AWARD RECIPIENT Reshma Saujani 2019 2020 2021 2022 2023 PAST AWARD RECIPIENTS MUZOON PRATIKSHA PANDEY ALYONA AMANDA DAO THI HONG ALMELLEHAN BINITA SHRESTHA TKACHENKO SIMANDJUNTAK QUYEN
Slide 29: Partnership with UNICEF
SOCIETY - PHILANTHROPY OUR COMMITMEN T: SUSTAINABILITY PARTNERSHIP WITH UNICEF Providing STEM Education, Empowerment Programs to over 6.8 million girls within 4 years of partnership © UNICEF/UNI560661/Rasnat ** UNICEF does not endorse any company, brand, product, or service **
Slide 30: Unlock the Power of your Radiance
Unlock the Power of your Radiance 3
Slide 31: Clé de Peau Beauté
YP cle de peau BEAUTE