prediction
백화점 기존점 growth is forecast at around 2% YoY for October–November, and a sharp discount-store sales decline (estimated -8% YoY) in October is unavoidable, with the discount-store business possibly swinging to an operating loss due to the 제타 스마트센터 project.
A prediction by 하나증권 유통/화장품 박종대. Statements are as reported by the cited publishers — not verified by DecisionGateway.
10~11월 백화점 기존점 성장률 YoY 2% 내외 전망
Related claims
4분기 백화점 성장률 둔화 부담이 존재하며, 10월~11월 기존점 성장률은 YoY 1% 내외로 예상된다.하나증권 · predictionDepartment store stocks are now worth buying and waiting: October existing-store growth was around 1%, November is expected around 2% YoY, and valuations of the three department stores are near all-time lows (Lotte Shopping 6.4x, Hyundai Department Store 4.7x, Shinsegae 4.6x 12MF PER), limiting further downside.하나증권 유통/화장품 박종대 · predictionConsolidated operating profit is forecast to rise 12% YoY to about 2,561억원, driven by cost efficiency at 백화점/할인점 and improved results at 컬쳐웍스/홈쇼핑.하나증권 유통/화장품 박종대 · prediction3분기 연결 영업이익이 1,643억원(YoY 65%)으로 양호한 실적을 기록했고, 백화점 기존점 성장률(15.6%)이 이를 견인했다.리포트 작성자 · statement국내 백화점 기존점 매출 grew 11% YoY and foreign customer sales rose 80% YoY, with the main store's foreign share at 29% (+10%p YoY).하나증권 유통/화장품 박종대 · statement국내 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