Yunji Inc Q1 2025 Earnings Call Transcript Highlights

Yunji Inc reported its first-half 2025 earnings, with CEO Shanglue Xiao and Senior Financial Director Nan Song leading the conference call. The company discussed its current expectations and operating conditions, but the discussion was not provided in the given transcript. The company's financial results were not mentioned in the provided transcript.

Yunji Inc. (NASDAQ: YJ), a membership-based social e-commerce platform, reported its first-half 2025 financial results, which highlighted a significant decline in total revenues and a substantial increase in operating expenses. The company's CEO, Shanglue Xiao, and Senior Financial Director, Nan Song, led the earnings conference call, though the discussion on current expectations and operating conditions was not detailed in the provided transcript.

Total revenues for the first half of 2025 were RMB158.3 million (US$22.1 million), a decrease of 33.3% from RMB233.8 million in the same period of 2024. This decline was primarily attributed to soft consumer confidence and the company's strategic product selection refinement. The repeat purchase rate remained strong at 71.0%, indicating a high level of customer loyalty.

Operating expenses increased by 20.3% to RMB179.4 million (US$25.0 million), with fulfillment expenses decreasing by 51.7% due to lower merchandise sales and reduced personnel costs. Sales and marketing expenses increased by 5.5%, primarily driven by an expansion in the membership base and market expansion initiatives. Technology and content expenses decreased by 40.0%, while general and administrative expenses surged by 178.6%.

The company reported a net loss of RMB100.7 million (US$14.1 million), a significant widening from RMB8.0 million in the first half of 2024. Adjusted net loss (non-GAAP) was RMB100.5 million (US$14.0 million), reflecting the company's focus on operating performance without considering share-based compensation.

Yunji is advancing its transformation toward becoming a trusted advocate for organic living, focusing on high-margin categories such as organic health products and beauty offerings. The company aims to maintain financial discipline while supporting long-term, sustainable growth.

References:
[1] https://www.stocktitan.net/news/YJ/yunji-announces-first-half-2025-unaudited-financial-mygzl69iaavo.html
[2] https://seekingalpha.com/article/4815678-yunji-inc-yj-q2-2025-earnings-call-transcript?source=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com&affid=858&oid=16&transaction=5632d714a9b944118d165692b4e138f1
[3] https://www.prnewswire.com/news-releases/yunji-announces-first-half-2025-unaudited-financial-results-302535584.html