88TH Expects Q3 Revenue to Keep Growing, New Product Launches Boost Sales

Earnings
โดย thunhoon.com·TH·Read original
Summary · why it matters

88 (Thailand) or 88TH expects its Q3/2026 revenue to continue growing, supported by the gradual recognition of revenue from new products under the LYO brand, including LYO My Color, LYO Hair Oil, and LYO Silver Block, which have already been launched. The company is also preparing to introduce 6 more SKUs of cosmetics and 4 SKUs of skincare under the Hone brand to boost sales in the final stretch of the year. Meanwhile, the online channel's revenue share has increased to 29%, up from 21% in Q2/2026. The company will accelerate social commerce and live commerce efforts, expand into international markets, and prepare to enter the pet products business through its subsidiary Monster Lab, with revenue recognition expected to begin in Q4/2026. However, risk factors to monitor include intense competition in the beauty market, especially from Chinese brands competing on price and rapid product development, as well as potential increases in raw material costs and online fees.

Impact on stocks 1

Consumer Staples · 1 stocks
88(Thailand) Public Company Limited
88TH
▲ PositiveDemandrelevance

Expects Q3/2026 revenue growth from new LYO product launches and upcoming Hone cosmetics/skincare SKUs, with online revenue share rising to 29%.

Off-coverage companies 1

Monster LabPrivate▲ Positive
Demandrelevance

Subsidiary Monster Lab is preparing to enter the pet products business with revenue recognition expected in Q4/2026.