New Kids On뉴키즈온

New Kids On is a small children's apparel and skincare seller that is barely profitable, with its shares down nearly half over the past year.

The company sells children's clothing and organic skincare, mainly through online platforms such as Naver, Coupang and Musinsa. For the trailing twelve months to H1 2026 it reported revenue of about ₩52B, a small operating profit of about ₩0.9B and a net loss of about ₩0.1B. The shares closed at ₩3,635 on 2026-10-23, with a market capitalisation of about ₩28.7B.

What stands out

• Operating margin is thin at 1.8% on the trailing twelve months, and net margin is slightly negative at -0.2%.
• The 2025 annual filing showed a much larger net loss of about ₩4.0B, against an operating profit of about ₩0.7B.
• Borrowings of about ₩6.1B exceed cash of about ₩5.9B, and liabilities are 31.6% of equity.
• The share price is down 47.8% over one year and sits well below its 52-week high of ₩7,150, though it is above the 52-week low of ₩2,700.
• Recent filings are mostly about a share buyback trust, which was signed and terminated several times in 2026, and a share cancellation decision on 2026-06-30. The half-year report was filed on 2026-08-14.
• The fair value model gives a base value of ₩511 and a bull value of ₩2,952, which is well below the current price. This is a model output, not a forecast or a recommendation.

What to watch

• The next quarterly or annual results, and whether margins hold near break-even or move back into a net loss.
• Whether the buyback trust activity and share cancellation are completed, as stated in future filings.
• Foreign ownership fell from 1.4% to 1.0% over 60 days, and 20-day foreign flows were net negative. The news feed contained no headlines, so no company-specific news is available in this data.