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GS Group's retail arm operating GS25 convenience stores, GS Fresh supermarkets and e-commerce/delivery services.
GS Group's retail arm operating GS25 convenience stores, GS Fresh supermarkets and e-commerce/delivery services.
Convenience stores are mostly run by independent owners under franchise agreements, so GS Retail earns a share of store sales and profits and sells goods to its stores, while supermarkets are run directly. GS Group, a large Korean conglomerate, controls it.
Moat: narrow (scale, brand, distribution). Large multi-format retail network with dense store distribution.
Headquarters: Seoul, South Korea · Founded: 1971 · Employees: 7,304
Size GS Retail (007070.KS) is a South Korea Consumer Discretionary company (Food Retail) with a market value of $1.44B, the 178th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩23,350 on 6 Nov 2026.
Performance Over six months the shares fell 0.6%, against -22.3% for the median peer and -24.5% for the South Korea market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 4.1% over the last twelve months (peer median +6.9%); the operating margin is 2.9% (peer median 8.9%).
Valuation It trades at 9.4× forward earnings against a peer median of 6.5× (6th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about -21% a year for seven years (Req g). Recent delivered growth is +6%, so the hurdle is -27 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.8 points above its cost of capital (5.0% WACC).
Next results Next results expected around 9 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩12.4T | ₩12.0T | ₩11.6T | ₩11.1T | ₩11.0T |
| Revenue growth | — | +3% | +4% | +1% | — |
| Gross profit | n/a | ₩2.28T | ₩2.28T | ₩2.28T | ₩2.30T |
| EBITDA | n/a | ₩1.02T | ₩961B | ₩946B | ₩1.03T |
| Net income | ₩85.0B | ₩43.4B | ₩2.55B | ₩17.7B | ₩36.8B |
| Free cash flow | n/a | ₩677B | ₩177B | ₩471B | ₩322B |
| Capital expenditure | n/a | ₩270B | ₩495B | ₩444B | ₩413B |
| Total debt | n/a | ₩2.63T | ₩2.86T | ₩3.29T | ₩3.25T |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| GS Retail 007070.KS | $1.44B | -1% | +4% | 3% | 9.4× | -20.7% |
| BGF Retail 282330.KS | $1.82B | +9% | +5% | 3% | 10.8× | -18.3% |
| emart 139480.KS | $1.45B | -31% | -1% | 1% | 22.6× | 20.4% |
| Coupang CPNG | $29.2B | -4% | +7% | -3% | 55.9× | n/a |
Peer set: Sector in the same market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 007070.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +4.0% | -8.6% | 2nd highest of 21 |
| 6-month return | -0.6% | -22.3% | highest of 21 |
| Distance from 52-week high | -22.0% | -43.0% | highest of 21 |
| Revenue growth (TTM) | +4.1% | +6.9% | 10th lowest of 21 |
| Operating margin | 2.9% | 8.9% | 4th lowest of 21 |
| Forward P/E | 9.4× | 6.5× | 6th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | -20.7% | -12.0% | least demanding of 14 |
| Growth delivered (Del g) | +6.2% | +11.2% | 5th lowest of 14 |
| Hurdle (Req g minus delivered) | -26.9 pp | -21.3 pp | 6th least demanding of 14 |
| ROIC minus cost of capital | +2.8 pp | +3.9 pp | 9th lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| GS Retail 007070.KS | South Korea | $1.44B | -1% | +4% | 3% | 9.4× | -20.7% | +6.2% |
| Hyundai G.f 005440.KS | South Korea | $1.44B | -21% | -1% | 4% | 4.8× | -1.0% | +20.1% |
| Dn Automotive 007340.KS | South Korea | $1.46B | -20% | +17% | 15% | n/a | -16.2% | +35.6% |
| YoungoneHoldings 009970.KS | South Korea | $1.42B | -11% | +14% | 15% | 6.5× | n/a | n/a |
| Misto 081660.KS | South Korea | $1.51B | -5% | +8% | 13% | 6.4× | -13.9% | +7.4% |
| Slcorp 005850.KS | South Korea | $1.54B | -25% | +10% | 8% | 5.7× | -19.7% | +15.9% |
| Shinsegae 004170.KS | South Korea | $1.59B | -38% | +7% | 9% | 5.8× | -2.2% | +7.8% |
| SILICON 2 257720.KS | South Korea | $1.30B | -39% | +55% | 19% | 7.2× | -14.8% | +62.2% |
| Hyundaideptst 069960.KS | South Korea | $1.29B | -23% | -3% | 9% | 7.0× | -17.1% | +13.2% |
| Hankook & 000240.KS | South Korea | $1.71B | -2% | +13% | 28% | n/a | -12.0% | +14.7% |
| F&F 383220.KS | South Korea | $1.80B | -3% | +7% | 25% | 5.1× | n/a | n/a |
| Hl Mando 204320.KS | South Korea | $1.13B | -43% | +2% | 3% | 9.6× | -19.9% | +11.2% |
| Kumhotire 073240.KS | South Korea | $1.12B | -9% | +2% | 12% | 4.2× | n/a | n/a |
| GS Engineering & Construction 006360.KS | South Korea | $1.86B | -22% | -15% | 3% | 16.8× | -9.8% | +4.2% |
| Lotte Shopping 023530.KS | South Korea | $1.87B | -33% | +1% | 5% | 7.9× | 5.8% | -3.2% |
| HtlShilla 008770.KS | South Korea | $985M | -46% | +1% | 3% | 15.1× | -7.6% | +5.0% |
| Woori Technology 032820.KS | South Korea | $984M | -64% | -2% | -12% | n/a | n/a | n/a |
| Kangwonland 035250.KS | South Korea | $2.13B | -16% | +2% | 15% | 11.0× | n/a | n/a |
| Hyundai Wia 011210.KS | South Korea | $962M | -41% | +12% | 2% | 10.2× | -11.0% | +5.2% |
| Youngone 111770.KS | South Korea | $2.27B | -13% | +15% | 14% | 5.5× | n/a | n/a |
| Hyosung Tnc 298020.KS | South Korea | $911M | -45% | +8% | 5% | 5.1× | n/a | n/a |