Lifestyle

K-Beauty and Live Commerce Drive Growth… POND GROUP CO., LTD. Reports 29% Increase in Q3 Operating Profit

Revenue of 118.6 billion, Operating Profit of 9.1 billion: 'Upward Trend' K-Beauty Distributor 'Most' on a Steady Course at 'Selebe'… 'Clickmate' Sees Sales Volume Increase

KYUNG GYEYOUNG
2026-10-30 13:26:47
[Edaily Reporter KYUNG GYEYOUNG ] Driven by its cosmetics and live commerce businesses, POND GROUP CO., LTD. continued its growth momentum in the third quarter.

POND GROUP CO., LTD.(472850)The company announced on the 30th that its consolidated operating profit for the third quarter was 9.1 billion won, a 29.3% increase compared to the same period last year. Preliminary figures for the same period showed revenue rose 30.6% to 118.6 billion won, while net income increased 14.1% to 6.2 billion won.

Revenue in the cosmetics division surged nearly threefold, from 5.8 billion won in the third quarter of last year to 16.2 billion won in the third quarter of this year. Although the third quarter is typically classified as an off-season ahead of the year-end shopping season, the growth trend continued due to the popularity of K-Beauty. The company’s in-house brand, “Celebe,” entered major Chinese e-commerce platforms in the third quarter and is set to launch at “Gratis,” Turkey’s leading beauty retailer.


Consolidated basis, unit: 100 million won, Source: POND GROUP CO., LTD.

“Celebe,” the in-house skincare brand operated by POND GROUP CO., LTD. (Photo: POND GROUP CO., LTD.)


In particular, Most, a distributor specializing in overseas exports of K-Beauty brands, has expanded its influence in the U.S. brick-and-mortar market by supplying domestic skin and hair care brands to “Target Beauty Studio” locations within Target stores starting last month, following its existing partnerships with Costco and Sephora. Most is a subsidiary acquired by POND GROUP CO., LTD. in 2024.

POND GROUP CO., LTD.’s newly launched live commerce business division recorded sales of 10 billion won in the third quarter. “ClickMate” saw cumulative transaction volume reach 184.7 billion won in the third quarter, surpassing last year’s annual transaction volume. POND GROUP CO., LTD. explained that October’s transaction volume also hit a record high of 25 billion won, and the company anticipates a peak season effect driven by demand for winter apparel in the fourth quarter. Starting in the fourth quarter, the business results of “OneBridge,” a live commerce-specialized MCN company recently acquired by Pond Group, are expected to be fully reflected in the financials.

The Fashion Business Division reported sales of 92.4 billion won, an 8.8% increase compared to the third quarter of last year. The division maintained stable operations of its existing brands even during the summer off-season, and the results also reflected the acquisition of “DS Fashion,” a women’s apparel specialist acquired last July.

In the fourth quarter, POND GROUP CO., LTD.’s Fashion Division plans to pursue growth by expanding sales of brands such as “Superdry,” “BBCious,” and “Off-White,” while simultaneously introducing French women’s apparel brands “Calmarque,” “Rodier,” and “Sonia Rykiel.”

A POND GROUP CO., LTD. official stated, “Despite an unfavorable business environment in the third quarter—including a seasonal slowdown across all business divisions and exchange rate fluctuations—our performance continued to grow.” The official added, “As we enter the peak season in the fourth quarter, which coincides with the expansion of winter apparel sales and the global year-end shopping season, we will focus the company’s full resources on expanding sales across all business divisions to achieve our highest-ever quarterly results.”

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