S. Korea Consumer | Asia Pacific2Q26 Preview-20260714
摩根士丹利·2026-07-14 23:11

Accelerating department store sales show a clear K-shaped consumption trend, boosted by positive wealth effect. Also, improving overseas trends in major staples categories should continue to support K-brands' penetration story. We expect more meets and beats than misses thanks to top-line strength. July 14, 2026 02:12 PM GMT S. Korea Consumer | Asia Pacific M Idea 2Q26 Preview Key Takeaways Department store earnings to improve further: Department stores have enjoyed very strong sales (SSSG up 27% YoY for Sh ...

S. Korea Consumer | Asia Pacific2Q26 Preview-20260714 - Reportify