statement
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.
A statement by 하나증권 유통/화장품 박종대. Statements are as reported by the cited publishers — not verified by DecisionGateway.
코스메카코리아는 매출 지나치게 많이 증가했기 때문, 수익성 하락에도 고객 납기일 엄수에 초점
Related claims
Cosmecca Korea's revenue grew 4x from 2021 to 2026, averaging 32% annual growth, exceeding Cosmax (CAGR 21%) and Korea Kolmar (CAGR 25%).하나증권 유통/화장품 박종대 · statementKorea Kolmar's operating profit miss was due to weak revenue, increased fixed cost burden, and QoQ profitability decline; top 10 customers accounted for 58% of third-quarter revenue (YoY +3%p), concentrating on production for key clients.하나증권 유통/화장품 박종대 · statementBoth Korea Kolmar and Cosmecca Korea missed third-quarter market operating profit expectations, but for different reasons.하나증권 유통/화장품 박종대 · statementGlobal 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 · statement영업이익 감소의 주 요인인 북경한미는 매출 채권 회수로 매출 상승이 제한되고 집중구매 대응 비용 증가가 지속될 전망이다.하나증권 · prediction한국콜마의 3분기 연결 매출과 영업이익은 전년 동기 대비 각각 21%, 40% 증가한 8,282억원, 819억원을 기록했다.하나증권 · statement