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Here Group Limited (HERE)
NASDAQ:HERE
Earnings Data
Report Date
Jun 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.04Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call highlights robust top-line momentum, strong flagship IP performance, rapid omnichannel expansion and meaningful supply-chain capacity gains, alongside narrowing adjusted losses. However, material margin compression (10 percentage points), elevated sales & marketing spend, higher inventories, and a near-term revenue guidance dip introduce meaningful profitability and working-capital risks. On balance the call reflects positive operational traction but with tangible near-term financial tradeoffs and execution risks.Company Guidance
Strong Revenue Growth
Total revenue of RMB 177.3 million in Q2 FY2026, representing sequential growth (management cited 35.4% QoQ in CEO remarks; CFO cited 39.4% QoQ). Revenue exceeded the high end of company guidance for the quarter and was driven primarily by pop toy sales.
Flagship IP Performance (WAKUKU & SIINONO)
WAKUKU contributed RMB 129.4 million, accounting for ~73% of Q2 revenue. SIINONO generated ~RMB 19.2 million in the quarter. New product launches achieved strong initial traction (WAKUKU On A Roll: ~RMB 18 million omnichannel sales in one week, ~84,000 presale registrations, ~56,000 peak concurrent online users; SIINONO Whispers of 'Ta': ~RMB 11 million omnichannel sales in a week and ~RMB 170 million total exposure).
Improved Top-Line Traction and Marketing Reach
Cumulative social followers ~700,000 and cumulative social media exposures exceeded RMB 1.8 billion, indicating broad organic reach and marketing engagement across platforms.
Omnichannel & Offline Expansion
Opened 5 D2C offline stores since Dec 2025 (Beijing, Shenzhen, Chongqing) with 2 more in preparation. Shenzhen flagship generated ~RMB 250,000 same-day sales during opening events; offline stores contributing to brand experience and user engagement.
Operational and Supply-Chain Capacity Gains
Supply chain production capacity expanded materially (company stated ~50x vs start of 2025). Inventories increased to RMB 111.8 million as a strategic build for Chinese New Year and upcoming launches, positioning the company to meet seasonal demand.
Narrowing Adjusted Net Loss and Slight Gross Profit Increase
Adjusted net loss from continuing operations narrowed to RMB 16.1 million (from RMB 17.1 million prior quarter). Gross profit increased slightly to RMB 55.0 million from RMB 52.4 million prior quarter, demonstrating some operating leverage as revenue grows.
Strategic Partnerships and IP Development
Progress on content/IP strategy with partnerships (e.g., joint venture discussions with Enlight Media), co-branding (e.g., Lukfook jewelry), cultural promotion (WAKUKU invited by Tianjin culture & tourism bureau), and initiatives to expand IP into narrative/light-content and international markets.
HERE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HERE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 12, 2026 | $4.46 | $3.73 | -16.26% |
Dec 02, 2025 | $4.76 | $4.58 | -3.78% |
Sep 17, 2025 | $10.15 | $9.94 | -2.07% |
Jun 06, 2025 | $5.59 | $6.68 | +19.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Here Group Limited (HERE) report earnings?
Here Group Limited (HERE) is schdueled to report earning on Jun 05, 2026, Before Open (Confirmed).
What is Here Group Limited (HERE) earnings time?
Here Group Limited (HERE) earnings time is at Jun 05, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HERE EPS forecast?
Currently, no data Available