Reducing Reliance on Specific Products and Expanding Product Offerings

「In addition, in April 2026 we launched “Reinca Stem Treatment Recovery Mask,” a new product from Reinca, a skincare brand built around the concept of “recovery beauty for the skin,” formulated with Reinca’s proprietary stem-cell culture extract ENGY Stem S® and VENEX’s proprietary ingredient PHT®.」

「In October 2025, the company fully launched the limited-edition DUO The Cleansing Balm Scrub Black in collaboration with Pan Pacific International Co., Ltd. In January 2026, it fully launched DUO Cleanse Serum Peel & Boost, a new serum product line from DUO.」

「In addition, from April 2025, the company advance-launched Lalaskin, a new skincare brand inspired by fast aesthetic medicine, at selected variety stores, drugstores, general merchandise stores and e-commerce malls, before rolling it out nationwide at approximately 5,000 stores from September. It also refreshed the concept of Reinca, an anti-aging care brand focused on stem-cell culture extract, to “Recovery Beauty” and is promoting synergies centered on recovery through crossover with Venex, a pioneer in recovery wear.」

「The company worked to strengthen in-store promotion in conjunction with the relaunch of the DUO brand, initiatives linked to CANADEL's new television commercials, and the launch of new color treatments for the Clayence brand.」

「In addition, Shinto, the inner-care supplement introduced last fiscal year, expanded new-customer acquisitions through strengthened influencer initiatives, while Seam ania, a high-concentration vitamin C brand, expanded the number of stores carrying its products to 6,300. Both brands have continued to perform well in test marketing.」

「Clayence is being developed as a comprehensive hair-care brand addressing customers' hair concerns. Its newly introduced quasi-drug foam hair color, Clay Spa Quick Color, has achieved a certain level of success, while its scalp-care series has also received high praise from beauty experts.」

「Venex, which joined the Group in 2023, is a pioneer brand in Japan's recovery-wear market, which is expected to grow in the years ahead.」

「The Clayence brand is increasing awareness through a media-mix strategy using mass marketing, including television commercials, and is seeking to expand sales through direct-to-consumer and wholesale channels. Recently, lifetime value has been trending upward as a result of active cross-selling initiatives, and we are strengthening new-customer acquisition. From June onward, we plan to introduce new products, including quasi-drug hair dyes and hair-growth products, to enhance the product lineup addressing gray-hair concerns, particularly among younger consumers.」

「By combining our strengths in product planning and marketing with a subscription-sales model, we launched two new brands, Shinto and X, in the inner-care business.」

「Since its launch in March, the Clayence brand has continued to generate new-customer acquisitions at a high level, exceeding those of DUO and CANADEL. In conjunction with the launch of television commercials from October, the brand was rolled out to retail stores, with distribution completed at 8,000 stores by the end of October.」

「In late March, we horizontally deployed the brand-development expertise gained from DUO and CANADEL and launched Clayence, a new hair-care brand targeting concerns about gray hair among younger consumers.」

「In late March, we horizontally deployed the brand-development expertise gained from DUO and CANADEL and launched Clayence, a new brand targeting gray hair among younger consumers. Within one week of the brand launch on 22 March, Clayence exceeded 10,000 weekly new-customer acquisitions, raising expectations for its growth as a new revenue pillar.」

「Wholesale sales were 154% of the level in the previous fourth quarter. This was attributable to continued sales growth of The Cleansing Balm Black Repair, launched in March 2021, as well as the expansion of shelf space per store driven by the DUO facial-cleansing series, which had been identified as a growth driver for the current period.」

「The Cleansing Balm Black Repair, launched in March 2021, particularly matched the pore-care needs of consumers in their 20s, contributing to the acquisition of new customers in that age group. Shipments exceeded 600,000 units in July 2021 alone.」

「Under the DUO brand, The Cleansing Balm Black Repair, which was well received as a limited-edition product in 2020, began sales as a core product in March 2021. Initial sales progressed at a pace exceeding the original forecast.」

「Under the DUO brand, we launched the third 10th-anniversary product, The Cleansing Balm (limited-edition design, 10g larger), in November 2020, followed by the fourth, The Cleansing Balm Barrier (limited-edition design, 10g larger), in January 2021. We also launched two new products from the DUO Barrier line for sensitive-skin care in January 2021: The Medicated Vital Barrier Wash, a milky facial cleanser, and The Medicated Barrier Rescue, a mist serum, both quasi-drugs.」

「In September 2020, we began selling the new sitrana cosmetics brand, focused on sensitive-skin care and incorporating deer-derived ingredients with excellent soothing properties into all products. In October 2020, we also began selling the new immuno organic cosmetics brand, focused on the skin's immune function.」

「To further expand performance and optimize the portfolio, the company recognizes the urgent need to develop a product that can become the second pillar after The Cleansing Balm and plans to expand the range of products it offers.」