BGF Retail stock gets a 20.8 percent profit outlook boost

Published on 10/07/2026 at 02:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BGF Retail stock traded at KRW 128,100 on October 7, 2026, while Q2 revenue reached KRW 2.4268 trillion. The 10-report median target was KRW 187,500.

BGF Retail, KR7282330000, Illustration mit AI erstellt.

BGF Retail stock (ISIN KR7282330000) was trading at KRW 128,100 on KRX on October 7, 2026 at 9:26 a.m. KST, up 0.63 percent from KRW 127,300. The earnings outlook is the central driver, with a 20.8 percent increase in forecast annual operating profit highlighted by Asiae on October 6, 2026.

Q2 profit outpaced revenue growth

BGF Retail reported Q2 2026 revenue of KRW 2.4268 trillion and operating profit of KRW 84.9 billion, according to Rittong on September 14, 2026. Revenue increased 6.0 percent year over year, while operating profit rose 22.3 percent, showing that earnings grew faster than sales in the latest reported quarter.

The first-half figures extended that pattern. Revenue reached KRW 4.5472 trillion, up 5.6 percent, while operating profit rose 33.7 percent to KRW 123.0 billion, according to the same Q2 comparison published by Rittong.

CU shifts toward higher margins

BGF Retail operates the CU convenience-store network, with the company describing its franchise, logistics and digital services on its BGF Retail website. Asiae reported that the store network reached 19,291 locations in 2026, compared with 19,011 in 2025.

The strategy is shifting from simple store expansion toward better sales per location. Asiae cited a Q2 product mix of 45.3 percent processed food, 35.9 percent tobacco, 13.9 percent food and 4.9 percent non-food, while higher-margin food and general merchandise categories support the projected earnings improvement.

Targets stand above the market price

Edaily reported on September 15, 2026 that Heungkuk Securities raised its target from KRW 190,000 to KRW 200,000 while maintaining a Buy rating. The brokerage forecast 2026 revenue of KRW 9.5 trillion, up 5.3 percent, and operating profit of KRW 306.7 billion, up 20.8 percent.

The broader analyst view is also positive. StockHub listed 10 reports with Buy ratings and a consensus median target of KRW 187,500; that target is 46.4 percent above the KRW 128,100 price on October 7, 2026.

Stock remains below its yearly high

BGF Retail stock was trading at KRW 128,100 on KRX on October 7, 2026 at 9:26 a.m. KST, within its 52-week range of KRW 101,200 to KRW 156,600. The KRW 2.2 trillion market capitalization and improving profit growth put the key investor question on margin durability rather than store count alone.