Core Viewpoint - Kao aims to increase the overseas proportion of its cosmetics business operating profit from 30% to 70% by expanding sales in the Eurasian market, focusing on six key brands as the domestic market matures [2][5]. Group 1: Strategic Initiatives - Kao's new strategy emphasizes creating competitive products through unique technology rather than relying on mass production, aiming to build a global network [4]. - The company plans to deepen its presence in Europe with the "Curel" brand, targeting the 40% of the population suffering from dry skin, and will launch new moisturizing products by 2026 [4]. - By 2027, Kao intends to increase its specialty stores in Europe to 3,000, expanding the number of SKUs from 7 to 50 and increasing the number of countries from 12 to 20 [4]. Group 2: Financial Goals - The strategic plan aims to boost cosmetics business revenue by 20% to 300 billion yen by 2027, with the overseas operating profit ratio also increasing to 70% and targeting an operating profit margin of over 7% [5][6]. - Kao has set a long-term revenue target of 400 billion yen for its cosmetics business by 2030, with an operating profit margin of 15% [6]. Group 3: Market Challenges - Kao's cosmetics business has faced difficulties, with revenue dropping to 244.1 billion yen in the fiscal year ending December 2024, resulting in an operating loss of 3.7 billion yen [6]. - The company has reduced its brand portfolio from around 50 to approximately 20 since 2018, focusing on profitability [6]. - Despite recent improvements, with a profit of 400 million yen in the first half of 2025, concerns remain regarding Kao's global strategy, as highlighted by Oasis Management, which holds about 5% of the company's shares [6].

6月30日，华尔街见闻获悉，TikTok Shop （TikTok电商）在日本推出电商业务，日本消费者可以在 TikTok应用程序内购买商品。目前，已经有许多日本和全球企业加入了TikTok Shop，包括：Anchor Japan株式会社、花王集团的KATE、联合利华日本、Lacoste Japan株式会社（AIGLE）等。（全天候科 技） ...