Shiseido Company, Limited (OTCPK:SSDOY) Q2 2025 Earnings Conference Call August 6, 2025 3:45 AM ET Company Participants Ayako Hirofuji - CFO, Corp. Exe. Off., Chief Investor Engagement Officer and Chief DE&I Officer and Director Yuki Oshima - Corporate Participant IR Department - Corporate Participant Conference Call Participants Akiko Kuwahara - BofA Securities, Research Division Hisae Kawamoto - Unidentified Company Katsuro Hirozumi - Daiwa Securities Co. Ltd.
I'm upgrading Shiseido to Buy, as the company's new compensation scheme aligns the interests of management and minority shareholders. Key brands ELIXIR and ANESSA have untapped potential, which can be realized through pricing adjustments and geographic expansion, respectively. SSDOY is attractively valued at below 1x P/S, which also represents a huge discount to its peer.
Shiseido Company, Limited (OTCPK:SSDOY) Q4 2024 Results Conference Call February 10, 2025 3:30 AM ET Company Participants Kentaro Fujiwara - President and COO Ayako Hirofuji - Chief Financial Officer Conference Call Participants Akiko Kuwahara - JPMorgan Securities Wakako Sato - Morgan Stanley MUFG Securities Mitsuko Miyasako - Mizuho Securities Hisae Kawamoto - Jefferies Katsuro Hirozumi - Daiwa Securities Takashi Miyazaki - Goldman Sachs Kentaro Fujiwara Today, I will first explain the key points of the results for 2024 and the outlook for 2025. And then CFO, Hirofuji, will explain the details of the results, and I will then explain the main issues to be addressed in 2025.
| Household Products Industry | Consumer Staples Sector | Mr. Kentaro Fujiwara CEO | OTC PINK Exchange | 824841407 CUSIP |
| JP Country | 27,908 Employees | 30 Dec 2020 Last Dividend | - Last Split | - IPO Date |
Shiseido Company, Limited, with its foundation laid in 1872, stands as a venerable entity in the realm of cosmetics, operating on a global scale. Headquartered in Tokyo, Japan, Shiseido not only marks its presence through the production and sales of cosmetics within its home country but also casts a wide net internationally, capturing a significant share in the beauty and personal care industry. Beyond its core operations in cosmetics, Shiseido extends its services into the restaurant and food sector, retail business, operates beauty salons, and supports professional training in hair and makeup through SABFA. Additionally, it takes a step further into corporate social responsibility by offering childcare facilities. The company ensures its products reach a wide audience through diverse channels including department stores, specialized cosmetic stores, drug stores, and general merchandise stores, thereby solidifying its position as a multifaceted corporation in the beauty and wellness sectors.