Here Group Limited · NASDAQ:HERE
Here — Q4 2026 Earnings Presentation
26 slides from Here's earnings presentation, Sep 22, 2026
Slide 1: FY 2026 Q4 Results Presentation
FY 2026 Q4 Results Presentation © 2026 Here Group Limited
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
a) 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 in China, Made for the World. © 2026 Here Group Limited 1
Slide 5: Here's Journey – From Traffic to IP
HERE’S JOURNEY – FROM TRAFFIC TO IP REDEFINING A NEW ERA OF POP TOY MARKET VALUE 01 02 03 HERE has established a strong Developing Scalable Value Leap to Converge and 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 Toys
HERE IS REDEFINING THE FUTURE OF IP-BASED POP TOYS THROUGH PRODUCT INNOVATION, BRAND BUILDING, AND STRATEGIC SALES FY262 Q4 Revenue 22 IPs1 RMB 127.7 Million Including 13 proprietary IPs and 9 exclusive licensed IPs Revenue Revenue by IP Unit: RMB million 全平台粉丝总数：229,000 全平台粉丝总数：229,000 Unit: RMB th
Slide 7: Industry Overview
a) 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
Slide 10: Business Overview
a) 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 © 2026 Here Group Limited 6
Slide 12: Triple-Engine IP Strategy
TRIPLE-ENGINE IP STRATEGY IP Strategy 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: Proprietary and Licensed IP as Dual Engines of Growth
TRIPLE-ENGINE IP STRATEGY IP Strategy 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 Testing Targeting Development > • I
Slide 14: Licensed IP: Four-Dimensional Aesthetic Framework
TRIPLE-ENGINE IP STRATEGY IP Strategy PROPRIETARY AND LICENSED IP AS DUAL ENGINES OF GROWTH Licensed IP: Four-Dimensional Aesthetic Framework & Four Key Partnership Criteria Product Four-Dimensional Identification Framework 01 Distinctive Design Style Exclusive Licensed IP Profile Unique visual iden
Slide 15: Co-Branded IP: Leveraging Synergy
TRIPLE-ENGINE IP STRATEGY IP Strategy CO-BRANDED IP: LEVERAGING SYNERGY Co-branded Access: Lightweight Investment, Focused Contribution, and Global Reach Product Complementary Resources: 1+1>2 01 Combine the unique strengths of both parties in design, marketing, and sales to create hybrid IPs that n
Slide 16: Light Content Strategy
LIGHT CONTENT STRATEGY IP Strategy THE NEXT FRONTIER FOR IP ENGAGEMENT New ways for consumers to discover and connect with our IPs Product WHY WHAT LIGHT CONTENT HOW PARTNERSHIPS & THE NEXT FRONTIER STRATEGY EXECUTION Collaborate with leading media Brand Short-form storytelling that Short videos – B
Slide 17: 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 18: Diverse Product
DIVERSE PRODUCT IP Strategy FROM CONTENT RESONANCE TO OMNI-SCENARIO COLLECTION 2023 2024 2025 2026 Product PVC Figurines ZIYULI FIILA KILIKILI PIDOL PIDOL WAKUKU KILIKILI FIILA ZIYULI AWHY The Esoteric Global Study Dreamy Source Dear For You Play With PIDOL Back To Childhood Y2K Online Colorful Mood
Slide 19: 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 全平台粉丝总数：229,000 DOUYIN Product 800K+ @奇梦岛潮玩旗舰店：15.5w 各账号粉丝分布： XIAOHONGSHU W
Slide 20: 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, and quality vi
Slide 21: Sales: Offline Direct Sales
SALES: OFFLINE DIRECT SALES IP IP Strategy 战 BUILDING BRAND SANCTUARIES & CULTURAL DESTINATIONS 略 Flagship & Concept Stores Product Build long-term brand equity and user loyalty Beijing INGKA Centers Beijing Hopson Xi’an SAGA • Physical foundation of our self-operated brand system with unified IP ex
Slide 22: Sales: Automated Retail Expansion
SALES: AUTOMATED RETAIL EXPANSION IP IP Strategy 战 SCALABLE, DATA-DRIVEN, AND ACCESSIBLE 略 Product Roboshops Roboshop Expand brand reach and user touchpoints through Mixc, Qinghe, Beijing automated, small-format retail • 25 Roboshops launched across key cities in China Brand • Lower per-unit operati
Slide 23: Sales: DTC Online
SALES: DTC ONLINE IP IP Strategy 战 OMNICHANNEL NETWORK FOR FULL MARKET COVERAGE & DEEP PENETRATION 略 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 24: Sales: Distribution Network
SALES: DISTRIBUTION NETWORK IP IP Strategy 战 EXPANDING REACH THROUGH STRATEGIC PARTNERSHIPS 略 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
Slide 25: Sales: DTC Online – Douyin, Xiaohongshu & WeChat Mini Program
SALES: DTC ONLINE IP IP Strategy 战 DOUYIN, XIAOHONGSHU & WECHAT MINI PROGRAM — EACH PLAYING A DISTINCT ROLE 略 Our DTC strategy spans three complementary platforms — Douyin, Rednote, and WeChat Mini Program — each playing a distinct role across the customer journey, from content-driven discovery to s
Slide 26: About Here
ABOUT HERE 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 co-cr