China Consumption Connect: August Online Brand Tracker: Weak Demand Across Categories, Cosmetics Outperform

Key Insights: In August, online sales for most consumer goods categories remained sluggish, with only sportswear and cosmetics (including Douyin data) registering growth. Throughout August, the majority of tracked consumer categories continued to show broad weakness on the combined Tmall/Taobao and JD.com platforms. Sportswear was the only category to achieve positive growth (excluding Douyin), with a 2% year-on-year increase. When including the Douyin platform, the overall cosmetics sector recorded an 8% year-on-year growth, though it still declined by 1% on traditional e-commerce platforms (Tmall/Taobao/JD.com). Categories such as white goods, dairy products, infant milk formula (IMF), women's apparel, beer, and small kitchen appliances all experienced...

CSOPSep 11 20:37

Awaken infinite radiance with impactful colors and a variety of glitter. A limited-edition collection from MAQuillAGE is now available.

September 10, 2026Publisher: Shiseido Co., Ltd. Shiseido Japan Co., Ltd.Products & BrandsAwaken infinite radiance with impactful color and a dazzling array of glitters. A limited-edition collection

ShiseidoSep 9 23:00

Jefferies Keeps Their Buy Rating on Shiseido Company,Limited (4911)

TipRanksSep 8 09:45

Shiseido Company,Limited (4911) Receives a Buy From Tokai-Tokyo Securities

TipRanksSep 7 18:15

Jefferies Adjusts Shiseido's Price Target to 3,900 Yen From 3,500 Yen, Keeps at Buy

Shiseido (TYO:4911) has an average rating of overweight and mean price target of 3,768.31 yen, according to analysts polled by FactSet.

MT NewswiresSep 7 17:06

A first for Elixir: Experience the power of 321 award-winning best cosmetics all at once. "Radiant Coffret" now available as a limited edition.

September 7, 2026Publisher: Shiseido Co., Ltd. Shiseido Japan Co., Ltd.Products & BrandsFor the first time from Elixir! Experience all at once the acclaimed masterpieces that have won a total of 321

ShiseidoSep 6 23:00