What’s Happening? LG H&H Sets Date for Crucial Q2 2025 Earnings Call

LG H&H will hold its Q2 2025 earnings call (IR meeting) on July 31, 2025, at 4:30 PM KST. This event will feature the release of Q2 financial results and a Q&A session, offering insights into the management’s vision for the future. The market is eagerly awaiting this announcement to gauge the potential for a turnaround.

Why It Matters: A Look Back at Q1 and Mounting Risks

The mix of anticipation and concern surrounding this earnings call stems from the company’s Q1 performance and a host of current challenges.

1. Q1 Performance Recap: Signs of Fundamental Improvement Amidst Revenue Decline

In the last quarter, LG H&H experienced a revenue decline due to factors like the global economic slowdown and rising raw material costs. The Refreshment division’s performance was particularly weak. However, amidst these challenges, the HDB (Home & Daily Beauty) division maintained a solid performance, and the company made aggressive investments for long-term growth, signaling potential for fundamental improvement.

2. Internal and External Risks Threatening Q2

The path ahead is not smooth. LG H&H faces a complex set of risks:

  • – Macroeconomic Uncertainty: A prolonged global recession, rising USD/KRW and EUR/KRW exchange rates, and higher international oil prices could increase cost pressures and hurt profitability.
  • – Fierce Market Competition: The domestic luxury beauty market is becoming increasingly competitive.
  • – U.S. Option Dispute: The ongoing option dispute with a U.S. partner is the most significant risk, with its outcome potentially having a substantial impact on the stock price.

So, What’s Next? Q2 Outlook at the Crossroads of Hope and Concern

The stock price is expected to be highly volatile depending on the Q2 results and the tone of the earnings call. Here are the key scenarios:

The Bull Case: Investment Payoffs and Luxury Strategy Success

If the investments made in Q1 begin to yield results and the luxury brand strategy in the Beauty division proves effective, the company could deliver earnings that beat market expectations. If management also presents a clear blueprint for future growth and risk management, it could serve as a powerful catalyst for a stock rally.

The Bear Case: Persistent Headwinds and Heightened Uncertainty

Conversely, if macroeconomic headwinds are fully reflected in the Q2 results and uncertainties like the option dispute remain unresolved, downward pressure on the stock could intensify. The key will be how significantly raw material and foreign exchange pressures have impacted the bottom line.

Investor Action Plan: Crafting a Smart Investment Strategy

Given the expected volatility, investors should formulate a strategy that aligns with their risk tolerance.

  • For Short-Term Investors: Focus on risk management while capitalizing on post-announcement volatility. It’s crucial to closely analyze management’s comments during the Q&A session and gauge the market’s reaction.
  • For Long-Term Investors: Look beyond short-term fluctuations and focus on LG H&H’s potential for long-term fundamental improvement. The key is to assess the viability of the core competitiveness and long-term growth strategies of its Beauty, HDB, and Refreshment divisions.


In conclusion, the upcoming Q2 earnings announcement is a pivotal event that will determine LG H&H’s short-term trajectory. By carefully considering the positive and negative factors outlined above, you can make more successful investment decisions.