Beauty & cosmetics groups

Latest reported results, updated 2026-10-10

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

6 companies


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%	—
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%	—	—

Compare two companies

Pick any two of the tracked companies. The map places them against every company we track — growth across, profitability up — because growth and margins are each company's own figures and compare whatever it reports in and however long its period. Revenue and profit only compare when both cover the same months in the same currency, and the panel says so when they don't.

First company

Second company

Profitability shown as

Who is growing, and who keeps it

Point at any company to name it. Growth and margin are each company's own, in its own currency, so a quarter and a half-year sit here honestly side by side.

11 of the 145 tracked companies aren't shown: they report revenue without a comparable profit line, so there is no margin to place them at.

H2O Retailing (Hankyu Hanshin) compared with Isetan Mitsukoshi Holdings
Measure	H2O Retailing (Hankyu Hanshin)Q1 (Apr–Jun 2026) · Year-to-Date	Isetan Mitsukoshi HoldingsQ1 (Apr–Jun 2026) · Year-to-Date	Difference
Margins — comparable either way
Operating margin	4.4%	14.7%	−10.2 pts
Net margin	6.3%	17.3%	−11.0 pts
Reported figures — same period length, in JPY
Revenue	¥164.5bn	¥128.9bn	H2O Retailing (Hankyu Hanshin) is 1.28 times larger
Operating profit	¥7.30bn	¥18.9bn	Isetan Mitsukoshi Holdings is 2.59 times larger
Net income	¥10.3bn	¥22.3bn	Isetan Mitsukoshi Holdings is 2.17 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

Compare two companies