The Homeplus crisis underscores the mounting challenges for South Korea’s offline retail sector, as e-commerce growth and weak consumption drive a bearish industry outlook through 2026.
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[2026 Industry Outlook–Distribution] Lessons from the Homeplus Crisis
South Korea’s offline retail sector faces mounting challenges as the Homeplus crisis highlights sluggish private consumption, surging e-commerce, and rising debt burdens, with Korea Investors Service maintaining a negative outlook through 2026.