Banseog note · Oct 24, 2026
Kurly — Growing alone in a shrinking retail room
- Where it stands now
- Expansion after turning profitable
In 2025, revenue was KRW 2.3671 trillion (+7.8%) and operating profit KRW 13.1 billion, its first annual profit since founding. In Q2 2026, revenue was KRW 734.8 billion (+27%) and operating profit KRW 27.4 billion, a quarterly record and the sixth consecutive profitable quarter.
The delivery subsidiary is a separate entity and may not be included in the National Pension Service figures.
- Three decisions within a year
- Relationship with Naver: monthly transaction value at Kurly N Mart grew tenfold in a year, and Naver holds 6.2% (rights offering, 2026-05).
- Delivery and stores: midnight Saetbyeol (dawn) delivery (two deliveries a day), expansion of the quick-commerce service Kurly Now, and preparation of a first permanent offline store (timing not set).
- Renewed listing push: it has said it will choose a domestic listing while watching market conditions; 3P and fulfillment transaction value is up 32%.
- Three people it will look for
- Category MDs for beauty, fashion and fresh food — concentrated experienced hiring in January 2026
- Tech, data and AI
- Logistics operations, quick-commerce hub operations, 3PL sales
- For HR
- A platform that has returned to profit fills the positions it has postponed all at once. For category MD and logistics operations experience, it will be vying with other platforms for the same candidates.
- For job seekers
- For an MD who has grown a fresh food or beauty category by the numbers, Kurly is now one of the few retail-side chances to work at a growing company.
A reading written from public sources. Sources: 2025 results (2026-03-04), Q1 and Q2 2026 results (2026-05-11, 08-12), Naver partnership and investment (2025-09, 2026-05), midnight Saetbyeol delivery (2026-02-09), concentrated MD hiring (2026-01-06), tech hiring (2025-05-22). Team size is from Korea's pension register.