F&F weighs TaylorMade bid and F&F stock faces China slowdown

Published on 10/01/2026 at 07:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

F&F stock tracks revenue up 5.50 percent to KRW 400.00 billion. Operating profit hit KRW 86.50 billion at a 21.60 percent margin.

F&F, KR7003610003, Illustration mit AI erstellt.

F&F (KR7003610003) generated KRW 400.00 billion in revenue in the second quarter of 2026, up 5.50 percent from the year-earlier quarter. The result gives F&F stock a clear operating metric as the company weighs its next strategic move.

As ATS View reported on September 23, 2026, exchange-rate changes slowed the proposed TaylorMade sale and increased the relevance of F&F's right of first refusal. The report places the transaction alongside F&F's apparel operations rather than treating it as a standalone market story.

Second-quarter margin stays above 20 percent

According to ATS View, operating profit reached KRW 86.50 billion in the second quarter of 2026, corresponding to a 21.60 percent operating margin. Net income was KRW 73.00 billion for the same period.

The quarter followed first-quarter revenue of KRW 560.90 billion and operating profit of KRW 153.48 billion, so revenue declined 28.76 percent sequentially and operating profit declined 43.64 percent. The comparison highlights the seasonal and execution sensitivity behind the year-over-year revenue increase.

TaylorMade adds a strategic variable

The TaylorMade question matters because F&F can either benefit from a sale-related outcome or pursue a larger role in the golf brand's ownership structure. ATS View identifies the transaction as one of the latest issues connected with F&F and records the company's KOSPI listing under ticker 383220.

Investing.com lists November 16, 2026 as F&F's next reporting date, giving the market a scheduled checkpoint for China demand, brand performance and the effect of spending decisions. The next report will also provide a fresh comparison with the KRW 400.00 billion revenue base from the second quarter.

Market value and operating profile

F&F had a market capitalization of KRW 2.6 trillion on October 1, 2026. Its KOSPI 52-week range was KRW 58,000.00 to KRW 89,000.00, placing the current exchange reference within a broad trading band for the apparel manufacturer.