Banseog note · Oct 25, 2026
Lotte Home Shopping — rebuilding profit beyond TV
- Where it stands now
- Structural improvement — TV sales are shrinking, and profit is being lifted through high-margin products, mobile and overseas business
First-half 2026 revenue was KRW 471.0 billion (+2.7%) and operating profit KRW 46.3 billion (+90.5%), lifting the operating margin from 5.3% to 9.8%. Over the same period TV home shopping sales fell 7.0% to KRW 1.4438 trillion.
Second-quarter operating profit rose 62.7% from a year earlier on programming focused on high-margin products and cost efficiencies.
According to Korea's National Pension Service public workplace data, the number of people on the pension register was 887 in August 2026, down 38 (4.1%) from October 2025. In that period 123 people joined and 141 left.
- Three decisions within a year
- K-brand export platform 'Iseol': its pop-up at The Grove in Los Angeles drew 220,000 visitors in total, and from October 10 to November 30, 2026 it is running a pop-up in the Marais district of Paris with more than 40 brands from 33 small and medium-sized companies.
- Annual event 'Gwangkeul Festival': from October 8 to 18 it recorded 1.2 million cumulative orders and an average of 1.3 million visitors a day. On November 14–15 it will hold the two-day Gwangkeul Concert at KINTEX, inviting 13,000 people.
- More content on the mobile live channel 'L-Live': in August it scheduled a performance special selling family musical and ice show tickets live, among other moves to add mobile content aimed at customers in their 30s and 40s and families.
- Three people it will look for
- Mobile live commerce producer and merchandiser — the company's direction is to reduce reliance on TV and grow customers in their 30s and 40s on L-Live.
- Overseas business development (K-beauty exports) — as Iseol widens from Los Angeles to Paris, someone is needed to handle local distributors and export talks.
- High-margin product planning and sourcing — improved profit is coming from the product mix, so finding exclusive, high-margin products is an important role.
- For HR
- Live commerce producers and merchandisers are sought by other home shopping companies, e-commerce companies and beauty platforms alike. Now, with year-end events and Iseol's European pop-up under way, is the time to strengthen mobile and overseas roles.
- For job seekers
- A track record of generating sales through mobile live commerce rather than TV, or of opening overseas sales channels for small and mid-sized K-beauty brands, is worth the most right now.
A reading written from public sources. Sources: Newsway 2026-10-20 (first-half results, TV sales, Iseol Los Angeles); Newsis 2026-08-07 (second-quarter operating profit growth); Financial News 2026-10-11 (Iseol Paris pop-up); Financial News 2026-10-24 (Gwangkeul Festival results, Gwangkeul Concert); Electronic Times 2026-08-03 (L-Live performance special); Korea's National Pension Service public workplace data (people on the pension register). Team size is from Korea's pension register.