Record-High Revenue in First Three Quarters as Profit Growth Catches Up
H.H. Galaxy (2949) reported consolidated revenue of NT$4.966 billion for the first 3 quarters of 2026, up 27.67% year over year to a record high; cumulative net profit attributable to parent company owners was NT$72 million, up 7.95% year over year, the second-highest on record. Third-quarter standalone revenue was NT$1.802 billion, up 36.46% year over year, with standalone net profit attributable to parent company owners up nearly 40% year over year, with profit growth broadly catching up to revenue growth. The company said that as its brand client mix continues to improve, its operating scale expands, and AI technology is gradually integrated into marketing and e-commerce operations, it is optimistic that operating efficiency and profitability will continue to improve over the medium to long term.
Growth Outpaced the Overall E-commerce Market
According to the latest statistics from the Ministry of Economic Affairs, Taiwan's Q3 online retail sales reached NT$178.1 billion, up 7.9% year over year; cumulative online sales for the first 3 quarters reached NT$527.5 billion, up 10.1% year over year. By comparison, H.H. Galaxy's revenue growth for both the third quarter and the first three quarters was significantly stronger than the overall e-commerce market. The company said that as the e-commerce market matures, major platforms have shifted their operating strategies from pursuing transaction volume to balancing profitability, while brand vendors face rising platform fees, advertising investment, and logistics fulfillment costs, driving stronger demand for professional e-commerce operations and cross-platform integration services.
First to Place ChatGPT Ads, Securing AI Traffic
Generative AI is gradually changing how consumers search for products, compare brands, and make purchase decisions, bringing a new wave of traffic-entrance disruption to the e-commerce industry. H.H. Galaxy is actively capturing the AI commerce trend and has recently taken the lead in helping brand clients place ChatGPT ads, positioning for new marketing opportunities in AI conversational scenarios. Brand official websites and major e-commerce platforms are the initial primary traffic destinations, and traffic links to external major channels have also been progressively connected, helping brands open new consumer touchpoints beyond traditional search, social media, and e-commerce platforms. The company believes AI technology not only brings new advertising media but may also reshape consumers' future shopping journeys, requiring brands to have integrated capabilities in product information management, precision marketing, cross-platform transactions, and back-end logistics fulfillment.
Optimizing Client Mix While Strengthening Fulfillment and Livestream Shopping
On its existing business, H.H. Galaxy has continued to optimize its client mix in recent years, gradually adjusting low-margin projects, actively pursuing new higher value-added brand clients, and deepening services for existing clients. By integrating digital marketing, membership management, cross-platform sales, and warehousing and logistics, the company aims to increase the operating contribution per brand, and improve operating efficiency through scaled operations and process optimization, building medium- to long-term profit momentum as structural optimization and scale expansion progress. In traffic operations, it has executed more than a thousand livestreams so far this year, integrating short videos, content-driven shopping, brand stores, and precision ad placement to build diversified engagement and sales-conversion mechanisms. As major e-commerce platforms push next-day delivery, the company is strengthening its long-term competitive advantages through scaled warehousing, cross-platform order integration, and AI-assisted operations to improve inventory management, shipping efficiency, and customer service quality.