1. CJ H1 2025 Earnings: Key Highlights
CJ reported revenue of KRW 111.19 trillion (-0.36% YoY), operating profit of KRW 6.187 trillion (-8.92% YoY), and net profit of KRW 3.632 trillion (+45.86% YoY). While net profit significantly exceeded market forecasts, revenue and operating profit were disappointing.
2. Segment Performance and Outlook: A Mixed Bag for CJ
- Food & Food Service: Continued growth driven by the global popularity of K-Food.
- Logistics & New Retail: Strong growth thanks to expansion of fulfillment services.
- Biotechnology: Revenue decline attributed to factors including the withdrawal of the Brazilian subsidiary sale.
- Entertainment & Media: Continued struggles despite efforts to strengthen content competitiveness.
3. CJ from an Investment Perspective: Opportunities and Risks
CJ benefits from a diversified business portfolio and a stable financial structure. However, profitability challenges in certain segments and macroeconomic uncertainties pose risks.
4. Investor Action Plan: Taking a Long-Term View
While short-term volatility is expected, investors should develop a long-term strategy considering CJ’s growth potential. Focus on business segments poised for improved profitability and new growth drivers.