1. E-mart Q1 2025 Performance: What Happened?

E-mart reported KRW 70.39 trillion in revenue (down 3% YoY), KRW 21.6 billion in operating profit (down 86.4% YoY), and a net loss of KRW 52.3 billion for Q1 2025. All figures missed market consensus, triggering an “earnings shock.”

2. What Caused the Underperformance?

External factors include macroeconomic uncertainties such as the rising USD/KRW exchange rate, increasing international oil prices, and the possibility of interest rate hikes. Internal factors include weakened consumer sentiment, intensified competition in the retail market, and sluggish performance in some business segments.

3. Impact on Fundamentals?

This underperformance is expected to negatively impact E-mart’s fundamentals. Continuous sales decline and worsening profitability could lead to weakened investor confidence.

4. What Should Investors Do?

Investors should carefully review the upcoming detailed earnings report and the company’s business strategies. It’s crucial to be mindful of short-term stock volatility and make prudent investment decisions with a long-term perspective. Investors should watch E-mart’s strategies to strengthen its core business competitiveness, improve cost efficiency, and identify new growth engines.