Here Group Limited · NASDAQ:HERE
Here — Q2 2026 Earnings Presentation
23 slides from Here's earnings presentation, Mar 12, 2026
Slide 1: FY 2026 Q2 Results Presentation
FY 2026 Q2 Results Presentation Here Group Limited @2026
Slide 2: Disclaimer
DISCLAIMER Information in this presentation and the accompanying oral presentation (the “Presentation”), including, among others, any statements regarding Here’s market position, users and consumers and other metrics, is based on data and analyses from various sources as of the date of the Presentat
Slide 3: Here at a Glance
<p) HERE AT A GLANCE
Slide 4: Here's Mission and Vision
HERE’S MISSION AND VISION MISSION Spark Joy, Shape Trends. From our products to our content, we want every moment on HERE to bring a sense of joy and warmth to our users. VISION To Be the Global Icon of Trend Culture. Born from China, made for the world. Here Group Limited @2026 1
Slide 5: Here's Journey – From Traffic to IP
HERE’S JOURNEY – FROM TRAFFIC TO IP REDEFINING A NEW ERA OF POP TOY MAKRET VALUE 01 Developing Scalable 02 Value Leap To 03 Converge and HERE has established a strong Growth Capabilities Industrialization Elevate presence in the pop toy industry, known for its integration of Explored consumer Launch
Slide 6: Here Is Redefining the Future of IP-Based Pop Toy
HERE IS REDEFINING THE FUTURE OF IP-BASED POP TOY THROUGH PRODUCT INNOVATION, BRAND BUILDING AND STRATEGIC SALES FY26 Q2 Revenue 18 IPs RMB 177.3 Million Including 11 proprietary IPs QoQ Growth (Q2 vs Q1): 5 exclusive license IPs 2 non-exclusive license IPs +39.4% Revenue Revenue by IP 全平台粉丝总数：229,0
Slide 7: Industry Overview
<p) INDUSTRY OVERVIEW
Slide 8: Capitalizing on a Multi-Billion-Dollar Market
CAPITALIZING ON A MULTI-BILLION-DOLLAR MARKET SECURING A CENTRAL POSITION IN THE HIGH-GROWTH ERA OF POP TOYS The global pop toy market is experiencing a CAGR of 18.6% (2024-2030E) and is projected to surpass RMB 753.7 billion by 2030E Market Size of Global Pop Toy Industry, by Retail Sales Unit: Bil
Slide 9: Capitalizing on a Multi-Billion-Dollar Market (China)
CAPITALIZING ON A MULTI-BILLION-DOLLAR MARKET SECURING A CENTRAL POSITION IN THE HIGH-GROWTH ERA OF POP TOYS The Chinese market is expanding even faster—projected to reach RMB 213.3 billion by 2030, with a 24% CAGR (2024-2030E), making it one of the few consumer categories maintaining double-digit g
Slide 10: Business Overview
<p) BUSINESS OVERVIEW
Slide 11: Redefining the Pop Toy IP Industry
REDEFINING THE POP TOY IP INDUSTRY IP Strategy THROUGH PRODUCT INNOVATION, BRAND BUILDING AND STRATEGIC SALES Product Brand PRODUCT INNOVATION BRAND BUILDING STRATEGIC SALES Sales Here Group Limited @2026 6
Slide 12: Triple-Engine IP Strategy
TRIPLE-ENGINE IP STRATEGY Strategy IP PROPRIETARY + LICENSED + CO-BRANDED: FROM CHINA TO THE WORLD Building a triple-engine flywheel that turns fleeting trends into lasting brand assets Product Proprietary IP Profile Core Original proprietary IP creation IP Strategy WAKUKU ZIYULI PIDOL Brand Scale S
Slide 13: Triple-Engine IP Strategy: Proprietary IP
TRIPLE-ENGINE IP STRATEGY Strategy IP PROPRIETARY AND LICENSED IP AS DUAL ENGINES OF GROWTH Proprietary IP: From precise targeting to market resonance: building a solid foundation for long-term value Product STAGE ONE STAGE TWO STAGE THREE Precise Creative Market Targeting Development Testing > • In
Slide 14: Triple-Engine IP Strategy: Licensed IP
TRIPLE-ENGINE IP STRATEGY Strategy IP PROPRIETARY AND LICENSED IP AS DUAL ENGINES OF GROWTH Licensed IP: Four-Dimensional Aesthetic Framework & Four Key Partnership Criteria Product Four-Dimensional Identification Framework Licensed IP Profile Exclusive License IPs 01 Distinctive Design Style Unique
Slide 15: Light Content Strategy
LIGHT CONTENT STRATEGY Strategy THE NEXT FRONTIER FOR IP ENGAGEMENT IP New ways for consumers to discover and connect with our IPs Product WHY WHAT LIGHT CONTENT HOW PARTNERSHIPS & THE NEXT FRONTIER STRATEGY EXECUTION Short-form storytelling that Short videos – Bite-sized Collaborate with leading me
Slide 16: Supply Chain
SUPPLY CHAIN IP Strategy THE BACK-END FOUNDATION – AN AGILE, SCALABLE GROWTH ENGINE A competitive advantage that enhances product agility, scalable capacity, and an integrated supply chain Core Capabilities Product Product Agility Scalable Production Quality Control • Deep collaboration with supplie
Slide 17: Diverse Product
DIVERSE PRODUCT IP Strategy FROM CONTENT RESONANCE TO OMNI-SCENARIO COLLECTION 2023 2024 2025 Product PVC Figurines ZIYULI PIDOL WAKUKU DD.G ZIYULI ZIYULI ZIYULI PIDOL KILIKILI FIILA FIILA The Esoteric Play With Back To My Coloful x My Own Flower Spirit Fable Dear For You PIDOL Childhood Y2K Online
Slide 18: Brand Building
BRAND BUILDING IP Strategy COLLABORATIVE CONTENT CREATION - FROM AUDIENCE REACH TO EMOTIONAL RESONANCE Expanding IP influence beyond toys into mainstream lifestyle, breaking through category boundaries Social Media Followers DOUYIN 全平台粉丝总数：229,000 Product ~700K REDNOTE 各账号粉丝分布： WECHAT 500+ @奇梦岛潮玩旗舰店
Slide 19: Brand Building: From Niche Community to Broader Audience
BRAND BUILDING IP Strategy FROM NICHE COMMUNITY ENGAGEMENT TO BROADER AUDIENCE Product Deepening Emotional Resonance: Fueling the Ecosystem: Physical events provide unique experiences that Each event is a powerful content engine. High- digital formats cannot replicate—tactile, shared, quality visual
Slide 20: Sales: Distribution Network
SALES: DISTRIBUTION NETWORK IP 战IPStrategy 略 EXPANDING REACH THROUGH STRATEGIC PARTNERSHIPS Leveraging KA partners and global distributors for efficient market penetration, with mature KA channels covering over 10,000 domestic stores and an international presence across more than 20 countries and re
Slide 21: Sales: Offline Direct Sales
SALES: OFFLINE DIRECT SALES IP 战IPStrategy 略 BUILDING BRAND SANCTUARIES & CULTURAL DESTINATIONS Product Flagship & Concept Stores Beijing INGKA Centers Beijing Hopson Build long-term brand equity and user loyalty • Serve as the brand's physical presence in key cities, delivering a consistent visual
Slide 22: Sales: DTC Online
SALES: DTC ONLINE IP 战IPStrategy 略 OMNICHANNEL NETWORK FOR FULL MARKET COVERAGE & DEEP PENETRATION Product Brand Sales Our online channels enhance brand discovery and global accessibility, complementing physical stores rather than competing with them. Online interactions support offline engagement,
Slide 23: About Company
ABOUT COMPANY HERE creates collectible pop toys that spark joy and inspire global culture through its HERE奇 梦岛 brand. With innovative design and storytelling at its core, the Company delivers immersive experiences that connect deeply with collectors worldwide. Guided by joy, integrity, wonder, and c