Yunji Inc. Q2 2025 Earnings Call Transcript: CEO Shanglue Xiao Discusses Company's Organic Health Strategy Amid Market Challenges

Yunji Inc. reported Q2 2025 earnings, with a focus on their organic health strategy amidst market conditions and weakened consumer confidence. The company's performance was impacted by these factors, but they remain committed to their strategy.

Yunji Inc. (NASDAQ: YJ) recently released its unaudited financial results for the first half of 2025, highlighting a challenging period marked by soft consumer confidence and strategic shifts in product selection and supplier management. The company reported total revenues of RMB158.3 million (US$22.1 million) for the period, a significant decrease from RMB233.8 million in the same period of 2024 [1].

The company's net loss for the period was RMB100.7 million (US$14.1 million), compared to RMB8.0 million in the same period of 2024. This was primarily driven by a 31.2% decrease in the total cost of revenues, which primarily comprises costs related to the sales of merchandise, and an increase in operating expenses by 20.3% to RMB179.4 million (US$25.0 million) [1].

Yunji's Chairman and Chief Executive Officer, Mr. Shanglue Xiao, commented on the company's strategy, stating, "In the first half of 2025, we continued to advance our strategic transformation toward becoming a trusted advocate for organic living. By building an integrated portfolio that combines organic health products, beauty offerings, and immersive wellness experiences, we are deepening customer engagement and reinforcing our focus on high-margin, high-retention categories" [1].

The company's Senior Financial Director, Ms. Nan Song, emphasized the importance of financial discipline and cost optimization, noting that the company is committed to maintaining financial discipline and driving improved profitability while supporting long-term, sustainable growth [1].

Despite the challenges, Yunji remains committed to its organic health strategy and is expanding user acquisition through both online and offline channels to better connect with consumers and deliver greater value to its members [1].

References:

[1] https://finance.yahoo.com/news/yunji-announces-first-half-2025-100000040.html