Shiseido on Track to Hit Margin Target on Cost-Cutting Measures -- Market Talk

Dow Jones11-12

1020 GMT - Shiseido should be able to meet its profit margin target despite non-cash impairments weighing on its bottom line, Morningstar director Lorraine Tan says in a note. Cost-cutting initiatives should continue to drive profitability, allowing Shiseido to hit its mid-cycle core operating margin target of 10%. "The strategy to focus on key brands and divest non-performing ones is progressing well, and should support this [drive]." Shiseido's fragrance brands are also gaining traction faster than expected and should remain a major contributor to midterm sales, says Tan. Morningstar maintains its fair value estimate at Y2,950, seeing shares as slightly undervalued with a 15% upside as investors weigh the company's restructuring efforts against U.S. and China sales headwinds. Shares closed at Y2,701.50.(jason.chau@wsj.com)

(END) Dow Jones Newswires

November 12, 2025 05:21 ET (10:21 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2582462322?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-11-12 18:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2582462322","market":"sg","top_or_hot":-1,"title":"Shiseido on Track to Hit Margin Target on Cost-Cutting Measures -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1020 GMT - Shiseido should be able to meet its profit margin target despite non-cash impairments weighing on its bottom line, Morningstar director Lorraine Tan says in a note. Cost-cutting initiatives should continue to drive profitability, allowing Shiseido to hit its mid-cycle core operating margin target of 10%. \"The strategy to focus on key brands and divest non-performing ones is progressing well, and should support this [drive].\" Shiseido's fragrance brands are also gaining traction faster than expected and should remain a major contributor to midterm sales, says Tan. Morningstar maintains its fair value estimate at Y2,950, seeing shares as slightly undervalued with a 15% upside as investors weigh the company's restructuring efforts against U.S. and China sales headwinds. Shares closed at Y2,701.50.(jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2025 05:21 ET (10:21 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shiseido on Track to Hit Margin Target on Cost-Cutting Measures -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShiseido on Track to Hit Margin Target on Cost-Cutting Measures -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-12 18:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1020 GMT - Shiseido should be able to meet its profit margin target despite non-cash impairments weighing on its bottom line, Morningstar director Lorraine Tan says in a note. Cost-cutting initiatives should continue to drive profitability, allowing Shiseido to hit its mid-cycle core operating margin target of 10%. \"The strategy to focus on key brands and divest non-performing ones is progressing well, and should support this [drive].\" Shiseido's fragrance brands are also gaining traction faster than expected and should remain a major contributor to midterm sales, says Tan. Morningstar maintains its fair value estimate at Y2,950, seeing shares as slightly undervalued with a 15% upside as investors weigh the company's restructuring efforts against U.S. and China sales headwinds. Shares closed at Y2,701.50.(jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2025 05:21 ET (10:21 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SSDOY","symbol_name":"资生堂","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2582462322","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2582462322","pubTimestamp":1762942860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1020 GMT - Shiseido should be able to meet its profit margin target despite non-cash impairments weighing on its bottom line, Morningstar director Lorraine Tan says in a note. Cost-cutting initiatives should continue to drive profitability, allowing Shiseido to hit its mid-cycle core operating margin target of 10%. \"The strategy to focus on key brands and divest non-performing ones is progressing well, and should support this [drive].\" Shiseido's fragrance brands are also gaining traction faster than expected and should remain a major contributor to midterm sales, says Tan. Morningstar maintains its fair value estimate at Y2,950, seeing shares as slightly undervalued with a 15% upside as investors weigh the company's restructuring efforts against U.S. and China sales headwinds. Shares closed at Y2,701.50.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"SSDOY":"资生堂","BK4183":"个人用品"},"translate_title":"资生堂有望通过削减成本措施实现利润率目标——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SSDOY":0.9},"content_text":"1020 GMT - Shiseido should be able to meet its profit margin target despite non-cash impairments weighing on its bottom line, Morningstar director Lorraine Tan says in a note. Cost-cutting initiatives should continue to drive profitability, allowing Shiseido to hit its mid-cycle core operating margin target of 10%. \"The strategy to focus on key brands and divest non-performing ones is progressing well, and should support this [drive].\" Shiseido's fragrance brands are also gaining traction faster than expected and should remain a major contributor to midterm sales, says Tan. Morningstar maintains its fair value estimate at Y2,950, seeing shares as slightly undervalued with a 15% upside as investors weigh the company's restructuring efforts against U.S. and China sales headwinds. Shares closed at Y2,701.50.(jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 12, 2025 05:21 ET (10:21 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582462322","isCrawlerRequest":true}