Shift in cosmetics demand from makeup to skincare due to mask-wearing and refraining from going out
First written in FY2021-Q2. 2 of 10 entries say "Restated". Latest entry: FY2026-H1.
No other company in this theme has enough history to compare yet.
- FY2026-H1Strong fragrance sales coexisting with weak haircare and makeup-related productsAnnual report
「In the Health & Beauty Care Unit, sales in the shampoo category, which combines design and functionality and had performed well in the same interim period of the previous year, struggled. In contrast, fragrance category sales performed well, partly because the Company strengthened its bulk sales of perfumes.」
While shampoo sales, which had performed well the previous year, struggled, fragrance sales performed well following the expansion of bulk perfume sales. - FY2025Strong premium haircare performance alongside weak makeup salesAnnual report
「Sales of premium haircare products, including hair treatments sold exclusively through beauty salons, performed well. In contrast, sales in the makeup category struggled, partly because of supply shortages affecting leading-brand makeup products.」
Strong premium haircare sales coincided with weak sales of leading-brand makeup products due to supply shortages. - FY2024Weak customer orders for skincare alongside strong performance by high-value-added haircare productsAnnual report
「In the Health & Beauty Care Unit, sales of skincare-related products ordered by customers struggled, while sales of styling products made from 100% natural ingredients and luxury haircare products performed well.」
Weak skincare-related product sales coincided with strong performance by natural-ingredient styling products and luxury haircare products. - FY2024-Q3Strong skincare and fragrance performance alongside weak makeup salesAnnual report
「In the Health & Beauty Care Unit, sales of new-brand skincare products designed to prevent daytime dryness and premium, high-value-added fragrance products performed well as opportunities to go out increased. In contrast, sales of makeup-related products and foundations, which had performed well in the same quarter of the previous year, struggled.」
As opportunities to go out increased, new-brand skincare products and premium fragrances performed well, while makeup-related products and foundations, which had performed well the previous year, struggled. - FY2023-Q3Recovery in makeup demand as outings increasedAnnual report
「In the Health & Beauty Care Unit, sales of makeup-related products, including foundation, remained strong as opportunities to go out increased, while sales of skincare products for babies and expectant mothers struggled.」
Sales of makeup-related products and foundation recovered as opportunities to go out increased, while skincare products for babies and expectant mothers struggled. - FY2023-Q2The end of strong skincare and premium shampoo sales coexisting with strong Asian cosmetics salesAnnual report
「In the Health & Beauty Care Unit, sales of Asian cosmetics and kitchen ingredients, for which sales space had been expanded, remained strong. However, this was not enough to offset the decline in sales resulting from the end of the strong performance of skincare products and premium shampoos in the same quarter of the previous year.」
Asian cosmetics and kitchen ingredients performed well, while sales of skincare products and premium shampoos, which had performed well in the previous year, ran their course. - FY2023-Q1Weak skincare sales coexisting with strong Asian cosmetics salesAnnual report
「In the Health & Beauty Care Unit, sales of skincare products declined due in part to a decrease in customer orders for high-priced cleansing products, which had performed well in the same quarter of the previous year, while sales of Asian cosmetics and other products remained strong.」
While sales of skincare products remained weak due in part to fewer customer orders for high-priced cleansing products, Asian cosmetics and other products performed well. - FY2022-Q2RestatedAnnual report
「Sales of cosmetics-related products declined due to the prolonged spread of COVID-19, the resulting decrease in opportunities to go out and other factors.」
The Company continued to describe the shift in demand in which prolonged COVID-19 and fewer opportunities to go out led to weaker sales of cosmetics-related products. - FY2021-Q3RestatedAnnual report
「Sales of imported cosmetics and makeup products struggled due to the effects of working from home, refraining from outings and the normalization of mask-wearing, which reduced opportunities to wear makeup.」
The Company continued to describe the shift in demand in which makeup products struggled due to working from home, refraining from outings and the normalization of mask-wearing. - FY2021-Q2First statedAnnual report
「As opportunities to wear makeup declined due to refraining from outings and working from home, and mask-wearing became commonplace, cosmetics consumption shifted from makeup products to skincare products. As a result, sales of skincare products such as highly moisturizing lotions and facial cleansers remained strong. Meanwhile, sales of imported cosmetics and makeup products such as lipstick, blush and foundation struggled.」
The Company first described as a separate theme how lifestyle changes during the COVID-19 pandemic, including fewer opportunities to wear makeup and the normalization of mask-wearing, appeared in sales performance by product category as a shift in demand from makeup products to skincare products.