The Coexistence of E-Commerce Cosmetics Purchasing and Demand for Salon-Exclusive Products
First written in FY2022-Q3. 6 of 13 entries say "Restated". Latest entry: 2026-10-21.
The whole theme swung hardest in 2017: 1 of 10 companies on the "Worse" side.
13 other companies' latest entry also says "Restated".
- 2026-10-21RestatedEarnings
「物価高の環境下においても美容への支出意欲は底堅く、美容は心豊かな生活を支えるサービスとして、その重要性が高まっています。」
物価高の環境下でも美容への支出意欲が底堅いとの市場認識を再確認している。 - FY2026RestatedAnnual report
「Trends in the beauty industry are shifting toward an era that prioritizes individuality, expressed as “being true to myself” and “being true to ourselves.” Even amid higher prices, customers are increasingly using value-added services rather than only conventional services, making the beauty industry important to people seeking a fulfilling lifestyle.」
The company reconfirmed the market view that beauty trends prioritize individuality and that use of value-added services is increasing despite higher prices. - FY2026-H1Growing demand for value-added servicesAnnual report
「Trends in the beauty industry are shifting toward an era that prioritizes individuality, expressed as “being true to myself” and “being true to ourselves.” Even amid higher prices, customers are increasingly using value-added services rather than only conventional services, making the beauty industry important to people seeking a fulfilling lifestyle.」
In addition to the trend toward prioritizing individuality, the company recognizes that use of value-added services is increasing even amid higher prices, rather than being limited to conventional services. - FY2025-H1Stable to modestly growing beauty spendingAnnual report
「Beauty spending has remained stable or increased modestly even amid an unstable market and higher prices, and the beauty industry is important to people seeking a fulfilling lifestyle.」
The company recognizes that beauty spending is tending to remain stable or increase modestly despite an unstable market and higher prices. - FY2025-Q1Selective beauty spending and the tendency to maintain haircare expenditureAnnual report
「Trends in the beauty industry are shifting toward an era that prioritizes individuality, expressed as “being true to myself” and “being true to ourselves.” Even amid higher prices, consumers tend to continue using their current salons as before and not cut spending on haircare, making the beauty industry important to people seeking a fulfilling lifestyle.」
The company continues to report a trend that prioritizes individuality and describes consumers maintaining their current salon use and haircare spending despite higher prices. - FY2024-Q3RestatedAnnual report
「Trends in the beauty industry are shifting toward an era in which people enjoy their individuality, expressed as “being true to myself” and “being true to ourselves.” At the same time, as prices for daily necessities are expected to continue rising, consumers are increasingly inclined to give up their usual favorite products or trade down, and corresponding changes in consumer sentiment are expected to arise in the beauty industry as well.」
While the trend toward consumption that celebrates individuality is advancing, the company continues to recognize as a market feature the possibility that higher prices for daily necessities will lead consumers to discontinue favorite products or trade down. - FY2024-Q1Post-COVID recovery and concerns over trading downAnnual report
「Trends in the beauty industry are shifting toward an era in which people enjoy their individuality, expressed as “being true to myself” and “being true to ourselves.” At the same time, as prices for daily necessities are expected to continue rising, consumers are increasingly inclined to give up their usual favorite products or trade down, and corresponding changes in consumer sentiment are expected to arise in the beauty industry as well.」
The market structure reflects a shift in beauty trends toward prioritizing individuality, alongside changes in consumer sentiment such as discontinuing favorite products or trading down due to higher prices for daily necessities. - FY2023Coexistence of demand for high-value-added products and cost-saving behaviorAnnual report
「In the beauty industry, demand is increasing for the “selective consumption” of high-value-added products among the F2 segment, women aged 35 to 49, as well as for skin-improvement products as mask-wearing restrictions ease in the post-COVID environment. At the same time, consumers have begun limiting the quantities or prices of makeup products and body soap they purchase in response to price increases for food and daily necessities.」
While demand among the F2 segment for high-value-added products and skin-improvement products is increasing, consumers are also limiting the quantities and prices of makeup products and other items they purchase amid rising prices, indicating market segmentation in demand. - FY2023-Q3RestatedAnnual report
「In the beauty industry, the “selective consumption” trend among the F2 segment, women aged 35 to 49, including demand for high-value-added products during the COVID-19 pandemic, is increasing. Shampoos and basic skincare products have remained solid, while more users are reassessing their use of makeup products. Similar effects were seen at Ajuban salons that sell the group's products.」
The company continues to recognize the market trends of selective consumption of high-value-added products, particularly among the F2 segment, solid demand for shampoos and basic skincare products, and an increase in users reassessing their use of makeup products. - FY2023-Q2RestatedAnnual report
「In the beauty industry, the “selective consumption” trend among the F2 segment, women aged 35 to 49, including demand for high-value-added products during the COVID-19 pandemic, is increasing. Shampoos and basic skincare products have remained solid, while more users are reassessing their use of makeup products. Similar effects were seen at Ajuban salons that sell the group's products.」
The company continues to recognize the market trends of selective consumption of high-value-added products, particularly among the F2 segment, solid demand for shampoos and basic skincare products, and an increase in users reassessing their use of makeup products. - FY2023-Q1F2 consumers' selective spending and changing product demandAnnual report
「In the beauty industry, the “selective consumption” trend among the F2 segment, women aged 35 to 49, including demand for high-value-added products during the COVID-19 pandemic, is increasing. Shampoos and basic skincare products have remained solid, while more users are reassessing their use of makeup products.」
The trend toward “selective consumption” of high-value-added products, particularly among the F2 segment, has increased. Shampoos and basic skincare products have remained solid, while the number of users reassessing their use of makeup products has grown. - FY2022RestatedAnnual report
「In the beauty industry, amid the COVID-19 pandemic, consumers increasingly purchased cosmetics through e-commerce sites, including e-commerce marketplaces and brand sites, instead of through in-person sales at shopping malls and department stores. Meanwhile, in the hair and beauty market, demand is increasing for salon-exclusive products recommended using salons' specialist knowledge, leading to renewed recognition of the value of in-salon retail. As a result, in-salon retail sales continue to exceed the previous year's level.」
The company reconfirmed a market structure in which the shift to e-commerce for cosmetics purchases coexists with demand for salon-exclusive products supported by specialist advice. - FY2022-Q3First statedAnnual report
「In the beauty industry, consumers are increasingly purchasing cosmetics through e-commerce sites, including e-commerce marketplaces and brand sites, instead of through in-person sales at shopping malls and department stores. Meanwhile, in the hair and beauty market, demand is increasing for salon-exclusive products recommended using salons' specialist knowledge, leading to renewed recognition of the value of in-salon retail. As a result, in-salon retail sales continue to exceed the previous year's level.」
The market structure is described as one in which the use of e-commerce sites for cosmetics purchases is increasing, while demand is also growing in the hair and beauty market for salon-exclusive products supported by specialist advice, with the value of in-salon retail being reaffirmed.