Beauty & cosmetics groups

Latest reported results, updated 2026-10-11

The latest results of the beauty groups on Japan's cosmetics floors: Shiseido, Kao, KOSÉ, Pola Orbis, L'Oréal and Estée Lauder.

9 companies


istyle (@cosme)Full year to June 2026	Full year to June 2026	¥81.8bn	+19.0%	+29.1%	—
Kao (Kanebo, Curél)H1 (Jan–Jun 2026)	H1 (Jan–Jun 2026)	¥871.9bn	+7.8%	+38.5%	—
KOSÉ HoldingsH1 2026 (Jan–Jun)	H1 2026 (Jan–Jun)	¥164.9bn	+2.7%	−41.5%	−3.4%
L'OréalH1 2026 (Jan–Jun)	H1 2026 (Jan–Jun)	€23.8bn	+5.8%	+6.8%	—
Pola Orbis HoldingsH1 2026 (Jan–Jun)	H1 2026 (Jan–Jun)	¥84.3bn	+1.3%	+21.1%	—
Puig (Carolina Herrera, Charlotte Tilbury)H1 2026 (Jan–Jun)	H1 2026 (Jan–Jun)	€2.35bn	+2.4%	+2.3%	—
Rohto Pharmaceutical (Hada Labo, Melano CC)Q1 (Apr–Jun 2026)	Q1 (Apr–Jun 2026)	¥91.6bn	+11.8%	+16.8%	—
ShiseidoH1 2026 (Jan–Jun)	H1 2026 (Jan–Jun)	¥499.0bn	+6.2%	+131.8%	−0.8%
The Estée Lauder CompaniesFY2026 (year to Jun 2026)	FY2026 (year to Jun 2026)	$15.0bn	+5.0%	—	—

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41 of the 241 tracked companies aren't shown: they report revenue without a comparable profit line, so there is no margin to place them at.

Daimaru Matsuzakaya Department Stores compared with JR Central Takashimaya (JR Nagoya Takashimaya)
Measure	Daimaru Matsuzakaya Department StoresFull year to February 2026	JR Central Takashimaya (JR Nagoya Takashimaya)Full year to February 2026	Difference
Margins — comparable either way
Operating margin	11.8%	11.8%	−0.0 pts
Net margin	8.3%	8.6%	−0.3 pts
Reported figures — same period length, in JPY
Revenue	¥249.9bn	¥63.1bn	Daimaru Matsuzakaya Department Stores is 3.96 times larger
Operating profit	¥29.5bn	¥7.45bn	Daimaru Matsuzakaya Department Stores is 3.96 times larger
Net income	¥20.7bn	¥5.41bn	Daimaru Matsuzakaya Department Stores is 3.83 times larger

Margins are each company's own reported profit over its own reported revenue, so they are unaffected by the currency shown. Figures are the companies' own; floortok summarises them and does not restate them — except the quarter-alone and year-to-date rows, which are floortok's arithmetic on the companies' own earlier filings.

For the industry-wide picture behind these companies, see the monthly department-store sales trend in Market data.

Beauty & cosmetics groups — latest reported results

Beauty & cosmetics groups

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