--- title: "Overseas discount stores, e-commerce and 하이마트 weighed on results, but rising profit contribution… — 하나증권 유통/화장품 박종대 — DecisionGateway" description: "statement by 하나증권 유통/화장품 박종대, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1cea6-4a94-7408-9866-38cef2ae66f9" meta: "og:description": "statement by 하나증권 유통/화장품 박종대, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "Overseas discount stores, e-commerce and 하이마트 weighed on results, but rising profit contribution… — 하나증권 유통/화장품 박종대 — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) statement # **Overseas discount stores, e-commerce and 하이마트 weighed on results, but rising profit contribution from 롯데리츠 sustained the company-wide earnings turnaround.** A statement by 하나증권 유통/화장품 박종대. Statements are as reported by the cited publishers — not verified by DecisionGateway. > *해외 할인점, 이커머스, 하이마트 실적 부담 작용했으나, 롯데리츠 이익 기여도 상승으로 전사적 실적 턴어라운드 지속* hanaresearchPublished 2026-11-08 [ Read source](https://t.me/hanaresearch/20913) ## **Related claims** [**국내 할인점 기존점 매출 rose 18% YoY, helped by a low consumption-coupon base, the Chuseok timing gap, and the effect of 홈플럼스's business suspension.**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1cea6-4a66-7c73-aa18-62941564e9fb) [**롯데쇼핑 recorded 3Q26 consolidated revenue of 3조 6,532억원 (YoY 7%) and operating profit of 1,756억원 (YoY 35%, OPM 4.8%), exceeding the market expectation of 1,738억원.**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1cea6-49eb-7b76-a8a9-67da074c7b9c) [**Cosmecca Korea's revenue grew excessively; despite profitability decline, it focused on meeting customer delivery deadlines, and domestic revenue exceeded 200 billion won for the first time while OPM fell to the 11% range, showing willingness to expand business scale despite short-term profitability damage.**하나증권 유통/화장품 박종대 · statement](https://dgw.tmarket.io/claims/01a1ceb1-95d3-7cda-bb6a-1e79f52fe08b) [**Global business revenue grew 13% YoY but operating profit fell 41% due to US logistics center initial costs and Middle East project logistics disruption.**하나증권 운송/모빌리티 Analyst 안도현 · statement](https://dgw.tmarket.io/claims/01a1cebc-c08c-7eb8-bf3e-5a908aaec6fe) [**The 핵심 소재 사업부 saw profit increase as basic materials were weak but large amino acids such as 라이신 held firm prices.**report author · statement](https://dgw.tmarket.io/claims/01a1d4b6-4699-7c0c-ac83-47f0516f2e76) [**롯데쇼핑 shares fell to 12MF PER 6.4x amid slowing second-half earnings momentum and market supply-demand instability, and the analyst maintains a low-point buying stance with a 12만원 target price and '매수' rating.**하나증권 유통/화장품 박종대 · commitment](https://dgw.tmarket.io/claims/01a1cea6-4b95-769d-9673-dec8c603fef9) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. 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