Shiseido Co Ltd Ord (SSDOF) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Shiseido Company,limited.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.361 investors, analysts, thank you very much for your attendance to Shiseido 00:00:05.361 -- 00:00:10.226 Company Limited 2025 second quarter earnings briefing. 00:00:11.913 -- 00:00:14.277 So today's disclaimer is shown on the screen. 00:00:14.277 -- 00:00:16.277 So 00:00:16.321 -- 00:00:20.148 today's session will be organized on audio only. 00:00:20.148 -- 00:00:25.090 Video and scripts will be posted on our website later. 00:00:25.090 -- 00:00:30.696 So today, the presenters will be Kentaroji Ujiwara, our 00:00:30.696 -- 00:00:34.199 president and CEO, and Ayako Hirofuji, CFO. 00:00:34.199 -- 00:00:37.723 Myself, IR department, Oshima, very pleased to meet you. 00:00:37.723 -- 00:00:42.828 I'm today's MC. And there will be presentation from Hirofuji and Fujiwara, and then 00:00:42.828 -- 00:00:48.413 there will be Q&A session. The time end will be around 5.45. 00:00:48.413 -- 00:00:52.415 Now, hand over to you, Hirofuji-san. 00:00:53.660 -- 00:00:59.047 Thank you very much. I will now explain our 2025 half-year results. 00:00:59.047 -- 00:01:02.151 Please take a look at page 3, the 00:01:02.151 -- 00:01:07.477 first half result and four-year outlook. Our current top priority is to steadily implement 00:01:07.477 -- 00:01:13.985 our action plan and build a business structure that generates stable profit. 00:01:13.985 -- 00:01:17.910 There are three key highlights I would like to explain. 00:01:17.910 -- 00:01:20.457 First is the result of our structure reform. 00:01:20.457 -- 00:01:25.667 Continued from Q1, in Japan, in China travel retail, the fixed cost 00:01:25.667 -- 00:01:29.956 reduction effort we have been working on since last year is clearly reflected in the 00:01:29.956 -- 00:01:32.621 first half figure, improving 00:01:32...