Shiseido Company, Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

It's been a good week for Shiseido Company, Limited (TSE:4911) shareholders, because the company has just released its latest third-quarter results, and the shares gained 6.5% to JP¥2,702. Revenues came in at JP¥224b, in line with estimates, while Shiseido Company reported a statutory loss of JP¥134 per share, well short of prior analyst forecasts for a profit. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Shiseido Company after the latest results.

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Taking into account the latest results, the current consensus from Shiseido Company's 17 analysts is for revenues of JP¥990.8b in 2026. This would reflect a credible 3.0% increase on its revenue over the past 12 months. Shiseido Company is also expected to turn profitable, with statutory earnings of JP¥94.45 per share. In the lead-up to this report, the analysts had been modelling revenues of JP¥989.8b and earnings per share (EPS) of JP¥93.80 in 2026. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

Check out our latest analysis for Shiseido Company

It will come as no surprise then, to learn that the consensus price target is largely unchanged at JP¥2,621. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values Shiseido Company at JP¥3,240 per share, while the most bearish prices it at JP¥2,000. As you can see, analysts are not all in agreement on the stock's future, but the range of estimates is still reasonably narrow, which could suggest that the outcome is not totally unpredictable.

Of course, another way to look at these forecasts is to place them into context against the industry itself. For example, we noticed that Shiseido Company's rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 2.4% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 0.1% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 3.6% annually for the foreseeable future. So although Shiseido Company's revenue growth is expected to improve, it is still expected to grow slower than the industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at JP¥2,621, with the latest estimates not enough to have an impact on their price targets.

With that in mind, we wouldn't be too quick to come to a conclusion on Shiseido Company. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Shiseido Company going out to 2027, and you can see them free on our platform here..

You can also view our analysis of Shiseido Company's balance sheet, and whether we think Shiseido Company is carrying too much debt, for free on our platform here.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.