Banseog note · Oct 25, 2026
Kakao Style — holding on to shopping malls and brands through fast delivery
- Where it stands now
- Consolidating profitability — widening transactions through Zigzag Direct Delivery and gifting, and extending the customer base to women in their 30s and older
2025 revenue rose about 10% to a record KRW 219.2 billion, and operating profit was KRW 5.8 billion, the second consecutive year in the black.
In 2025 Direct Delivery transaction value grew about 30%, beauty transaction value about 50%, and branded fashion transaction value more than 40%.
In the first half of 2026 Direct Delivery transaction value for branded fashion grew 37%.
- Three decisions within a year
- Gifting: in October 2026 the company opened a 'Gift' service that lets users send about 9 million Zigzag products via KakaoTalk or text message.
- Offline connection: in October 2026 it held its third pop-up in Seongsu-dong with about 50 shopping malls taking part, drawing about 6,500 visitors.
- Direction for 2026: the company said it would keep its customers among women in their teens and 20s while adding more women in their 30s and older, and increase investment in AI infrastructure and new businesses.
- Three people it will look for
- Logistics and delivery operations manager — as Direct Delivery extends to branded fashion and gifting, operational capability is needed to keep the next-day delivery promise
- Brand and beauty onboarding merchandiser — branded fashion and beauty are the fastest-growing categories
- Commerce product manager (gifting and personalization) — someone is needed to advance the newly launched Gift service and AI recommendations
- For HR
- Logistics operators and brand merchandisers in fashion commerce are sought by several fashion platforms at once. Right after the Gift launch and ahead of the winter peak season is the right time to hire.
- For job seekers
- Hands-on experience running fast delivery for fashion and beauty products or expanding brand onboarding is worth the most at this company right now.
A reading written from public sources. Sources: EBN 2026-04-08 (2025 results, growth by category, 2026 direction); Daily Hankook 2026-09-09 (first-half Direct Delivery); Newspim 2026-10-20 (Gift service); Financial Economy 2026-10-22 (Seongsu pop-up). Team size is from Korea's pension register.