1. Lotte Himart’s Current Situation

Lotte Himart reported weak performance in Q3 2025, attributed to seasonal factors, a sluggish real estate market, and intensified online competition. The company faces declining sales, operating losses, and increasing inventory levels.

2. Key Takeaways from the IR Presentation

The IR presentation on July 28, 2025, will unveil Q2 earnings and key strategies. Investors should focus on the following:

  • Q2 Earnings: Improvement compared to Q1, sales and operating profit figures, and inventory reduction efforts.
  • Key Strategies: Performance and future plans for private brand ‘PLUX’, ‘Himart Ansim Care Service’, and collaborations with furniture/interior companies.
  • Market Competition Strategies: Strategies and effectiveness in addressing the intensifying online competition.

3. Investment Strategies Based on IR Outcomes

Depending on the IR presentation’s results, consider these investment strategies:

  • Positive Scenario (Improved earnings, successful strategies): Consider buying or accumulating shares.
  • Negative Scenario (Continued weak performance, failed strategies): Consider selling or holding off.

4. Further Analysis Points

Before making investment decisions, further analysis is crucial:

  • Detailed analysis of the Q2 earnings report.
  • Analysis of financial soundness and profitability.
  • Competitor analysis and market share changes.
  • Sensitivity analysis to exchange rate fluctuations.