Q3 prestige beauty earnings expose a US slowdown across the majors—Coty US -6%, Shiseido US -9%, Estée Lauder US -2%—while L'Oréal shares dropped 6% on guidance worries. Growth is rotating to emerging markets: Puig fragrance +2.8%, Amorepacific China +9%, with India and Southeast Asia now the contested expansion frontier.

Business of Fashion · Retail · 5/26/2026, 11:19:02 AM

Japanese skincare brands like Shiseido, Biore, DHC and Hada Labo are following K-beauty's playbook on Indian marketplaces. Myntra, Amazon India, Nykaa and Tira report surging demand led by sunscreens, scalp care and minimalist regimens. J+K beauty is now a ₹2,000-5,000 crore segment within a BPC market projected to hit ₹3.26 trillion by FY31.

Mint · 5/26/2026, 6:27:46 AM

Q1 core operating profit jumped 58% to ¥13bn and net profit rose 127% to ¥8.4bn, but like-for-like sales fell 3% as Japan inbound spend dropped 20% and Anessa sales sank 17% globally. Shiseido is closing its Hsinchu plant for ¥1bn/yr in savings by H2 2027 and cut Japan FY guidance.

Inside Retail Australia · 5/15/2026, 2:24:21 AM

Q1 core operating profit jumped 58% to ¥13bn and net profit more than doubled to ¥8.4bn, even as like-for-like sales fell 3%. Anessa sunscreen sales dropped 17% globally and over 40% in China, while inbound spend in Japan slid 20%. Hsinchu factory closure and travel-retail rerouting target ¥1bn in annual savings by H2 2027.

Inside Retail Asia · 5/15/2026, 2:22:19 AM