I would like to begin this message by expressing my deep appreciation for your continuous outstanding support.

 

During the 20th fiscal year (January 1, 2025 through December 31, 2025), in Japan, the post-COVID-19 recovery plateaued, with the Japanese cosmetics market on par with a year earlier. In the Chinese market, consumer spending is showing signs of recovery, partly underpinned by government economic stimulus measures.

 

In this market environment, based on the medium-term management plan (2024-2026) as the second stage towards achieving "VISION 2029", we have been working on key strategies - 1. strengthen the customer base in the domestic business to achieve sustainable growth and improve profitability, 2. further grow the overseas business and establish business bases in new markets, 3. achieve profitability through growth in brands under development, contributing to sustainable earnings, 4. enhance the brand portfolio and expand business domains, 5. strengthen R&D capabilities for new value creation, 6. strengthen sustainability combining the resolution of social issues with uniqueness. In 2025, consolidated revenue remained roughly in line with the previous year. This was driven by an improvement in POLA’s revenue decline due to the strong performance of stores on a growth track, continued revenue and profit growth at ORBIS, and reduced losses at Jurlique. Despite executing investments for future growth, we achieved an increase in operating profit.

 

In 2026, based on our medium-term management plan, we aim to firmly address current challenges while establishing a foundation for profitable growth in the future. At the same time, we will work on formulating our new medium-term management plan for 2027–2029, which will represent the final stage of ‘VISION 2029,’ and will continue striving to further enhance the corporate value of our Group.

 

We greatly appreciate our shareholders’ continuing support of the POLA ORBIS Group.

 

March 2026
Representative Director and President
Yoshikazu Yokote