BGF Retail (282330) Q4 2025 earnings summary

Executive summary

• FY2025 sales rose 4.2% YoY to KRW 90,612 (100mn); operating profit increased 0.9% to KRW 2,539 and net income was nearly flat at KRW 1,953.

• Q4 2025 sales grew 3.4% YoY, operating profit rose 24.4%, and net income increased 14.7%.

Financial highlights

• FY2025 gross profit increased 3.8% YoY to KRW 16,870 (100mn), with sales up 4.2% to KRW 90,612.

• Q4 2025 gross profit grew 3.8% YoY to KRW 4,239 (100mn); operating profit was KRW 642 and net income KRW 498.

• FY2025 operating profit was KRW 2,539 (up 0.9% YoY); net income was KRW 1,953 (up 0.1%).

Outlook and guidance

• Strategy centers on improving same-store sales growth through stronger product quality, differentiated offerings, and profitable growth in high-quality stores.

• Plans include products for foreign shoppers and new categories to attract customers, alongside stronger health and beauty offerings.