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Operator of CU, South Korea's leading convenience-store chain, through franchise and directly run stores.
Operator of CU, South Korea's leading convenience-store chain, through franchise and directly run stores.
Mostly franchised: store owners operate the shops while the company supplies goods and logistics and takes a share of each store's gross profit, so revenue rises with store count and sales per store.
Moat: narrow (scale, brand, distribution). Dense store network and franchise system create strong local scale advantages.
Headquarters: Seoul, South Korea · Founded: 1990 · Employees: 3,130
Size BGF Retail (282330.KS) is a South Korea Consumer Staples company (Food Retail) with a market value of $1.82B, the 145th largest of 495 South Korea companies the cockpit tracks. Shares closed at ₩143,400 on 6 Nov 2026.
Performance Over six months the shares gained 8.6%, against -4.1% for the median peer and -24.5% for the South Korea market (cap-weighted) — 6th highest of 21 in its peer set.
Growth Revenue grew 5.1% over the last twelve months (peer median +2.6%); the operating margin is 3.1% (peer median 4.0%).
Valuation It trades at 10.8× forward earnings against a peer median of 16.4× (2nd cheapest of 18).
Price implies For today's price to make sense, revenue must grow about -18% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -26 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 17.8 points above its cost of capital (5.5% WACC).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₩9.30T | ₩9.06T | ₩8.70T | ₩8.19T | ₩7.62T |
| Revenue growth | — | +4% | +6% | +8% | — |
| Gross profit | ₩1.22T | ₩1.16T | ₩1.11T | ₩1.05T | ₩967B |
| EBITDA | ₩819B | ₩789B | ₩767B | ₩731B | ₩673B |
| Net income | ₩215B | ₩195B | ₩195B | ₩196B | ₩194B |
| Free cash flow | ₩531B | ₩505B | ₩520B | ₩385B | ₩362B |
| Capital expenditure | ₩285B | ₩272B | ₩254B | ₩269B | ₩277B |
| Total debt | ₩34.4B | ₩844B | ₩866B | ₩890B | ₩815B |
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 |
|---|---|---|---|---|---|---|
| BGF Retail 282330.KS | $1.82B | +9% | +5% | 3% | 10.8× | -18.3% |
| GS Retail 007070.KS | $1.44B | -1% | +4% | 3% | 9.4× | -20.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 282330.KS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +10.3% | +2.7% | 3rd highest of 21 |
| 6-month return | +8.6% | -4.1% | 6th highest of 21 |
| Distance from 52-week high | -8.4% | -13.0% | 9th highest of 21 |
| Revenue growth (TTM) | +5.1% | +2.6% | 8th highest of 20 |
| Operating margin | 3.1% | 4.0% | 10th lowest of 20 |
| Forward P/E | 10.8× | 16.4× | 2nd cheapest of 18 |
| Growth the price implies (Req g, 7 yrs) | -18.3% | -2.4% | least demanding of 20 |
| Growth delivered (Del g) | +7.9% | +3.0% | 5th highest of 20 |
| Hurdle (Req g minus delivered) | -26.3 pp | -7.5 pp | least demanding of 20 |
| ROIC minus cost of capital | +17.8 pp | +3.2 pp | 3rd highest of 21 |
| EV / EBITDA | 2.5× | 7.8× | cheapest of 9 |
| Net debt / EBITDA | -0.5× | 0.9× | 4th least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| BGF Retail 282330.KS | South Korea | $1.82B | +9% | +5% | 3% | 10.8× | -18.3% | +7.9% |
| Weis Markets WMK | United States | $1.92B | +10% | +4% | 2% | n/a | 4.3% | +3.8% |
| Shanghai Bailian 600827.SS | China | $1.99B | -5% | -9% | -2% | 15.9× | -3.5% | -6.7% |
| Yesway YSWY | United States | $1.56B | -4% | n/a | n/a | 21.2× | n/a | n/a |
| Ingles Markets IMKTA | United States | $1.53B | -5% | +1% | 3% | n/a | -1.4% | +3.0% |
| Life 8194.T | Japan | $1.43B | +1% | +3% | 3% | 12.1× | -11.0% | +3.0% |
| Better Life Commercial Chain Share 002251.SZ | China | $1.34B | -19% | +11% | 5% | 42.1× | 10.8% | -23.1% |
| Blue Zones 417A.T | Japan | $2.56B | +11% | +12% | 4% | 15.8× | -4.0% | +9.9% |
| Grocery Outlet GO | United States | $1.29B | +59% | +5% | 4% | 21.6× | 4.4% | +8.4% |
| Aryzta ARYN.SW | Switzerland | $1.28B | -26% | -3% | 7% | 13.0× | -6.6% | +3.0% |
| Arcs 9948.T | Japan | $1.27B | +5% | +2% | 3% | 15.9× | -10.6% | +2.4% |
| Chongqing Chongbai Technology 600729.SS | China | $1.26B | -9% | -11% | 4% | 11.3× | -10.4% | -6.9% |
| Valor 9956.T | Japan | $1.25B | -6% | +9% | 3% | 8.8× | -2.7% | +4.8% |
| Taiwan FamilyMart 5903.TWO | Taiwan | $1.23B | -4% | +7% | 2% | 23.4× | -2.4% | +5.2% |
| San-a 2659.T | Japan | $1.22B | -2% | +6% | 7% | 16.4× | -12.3% | +3.9% |
| Sheng Siong OV8.SI | Singapore | $2.77B | -22% | +10% | 10% | 21.6× | -1.6% | +2.4% |
| Kusuri No Aoki 3549.T | Japan | $2.88B | +26% | +13% | 5% | 21.2× | 4.1% | +13.1% |
| Fuji 8278.T | Japan | $1.11B | -1% | -1% | 1% | n/a | 2.6% | +20.9% |
| Distribuidora Internacional de Alimentacion DIA.MC | Spain | $3.15B | +25% | +2% | 3% | 32.6× | 4.9% | -3.6% |
| Toly Bread 603866.SS | China | $1.01B | -15% | -2% | 8% | 24.1× | 0.5% | -1.8% |
| Chengdu Hongqi Chain 002697.SZ | China | $1.01B | -5% | -1% | 5% | 14.3× | -17.5% | +1.1% |