来源：市场资讯 （来源：BBW咏竹坊） 二季度净亏损由去年同期的8,550万元收窄至1,950万元。按非公认会计准则，二季度实现盈利，当季非 GAAP净利润达1,150万元。 美妆零售商逸仙控股有限公司(YSG.US)周四公告称，受惠于彩妆品类销售回暖与护肤品强劲增长，二 季度营收同比增长36.8%至10.9亿元。 逸仙财报显示，本季度护肤品销售额达5.81亿元，较去年同期的3.25亿元猛增78.7%。彩妆品类销售额 增长8.8%，扭转了一季度下滑10%的颓势。护肤类加速扩张，使其在本季度总营收占比达到53%，超越 彩妆成业绩主力。 财报发布后，逸仙控股周四股价上涨0.6%至9.60美元，该股年初至今累计涨幅约130%。 公司预计三季度营收增速将放缓至15%至30%间，当期营收预测为7.79亿元至8.8亿元。 ...

Financial Data and Key Metrics Changes - Total net revenues for Q2 2025 increased by 36.8% year over year to RMB1.09 billion from the prior year period [14] - Gross profit for Q2 2025 increased by 39.5% to RMB850.4 million, with gross margin rising to 78.3% from 76.7% [15] - Net loss for Q2 2025 was RMB19.5 million, significantly reduced from RMB85.5 million in the prior year, resulting in a net loss margin of 1.8% compared to 10.8% [19] - Non-GAAP net income for Q2 2025 was RMB11.8 million, a turnaround from a non-GAAP net loss of RMB74.9 million in the prior year [19] Business Line Data and Key Metrics Changes - Revenues from skincare brands increased by 78.7% year over year, driven by an 88.1% growth in the combined revenue from major skincare brands [6][14] - Color cosmetics brands achieved a year-over-year growth of 8%, with the Perfect Diary brand returning to a growth trajectory [7] - Operating loss margin improved to 5.1% from 17% in the prior year, indicating better operational efficiency [18] Market Data and Key Metrics Changes - China's beauty industry saw a modest growth of 2.6% year over year, lagging behind the 5.4% growth in total retail sales of consumer goods [5] - During the key promotion period in May and June, beauty sales rose by 4.4% in May but declined by 2.2% in June [5] Company Strategy and Development Direction - The company is focused on an R&D-driven strategy aimed at becoming a world-class pioneer in beauty innovation [6] - Continued expansion of the international innovation network and collaboration with global R&D talents is a priority [6] - The company aims to balance growth and profitability, particularly in the skincare segment, which is showing stronger growth momentum [24] Management's Comments on Operating Environment and Future Outlook - Management acknowledges increasing competition, especially from international brands, but remains confident in their R&D capabilities to drive future growth [25] - The company expects total net revenues for 2025 to be between RMB778.6 million and RMB880.1 million, representing a year-over-year increase of approximately 15% to 30% [20] Other Important Information - The company has launched several new products, including the Bio Lip Essence Lipstick and the BioPhase Essence Foundation, which have contributed to brand growth [10] - The company is committed to social responsibility initiatives, including programs that provide professional makeup training for low-income women [11] Q&A Session Summary Question: Profitability expectations for skincare and color cosmetics - Management believes they can achieve both growth and profitability, especially as high-end skincare brands are growing faster than color cosmetics [23] Question: Views on industry competition in Q3 and Q4 - Competition is expected to intensify, particularly from international brands, but the company is confident in its R&D-driven growth strategy [25] Question: Key drivers behind skincare brands' growth - Growth is attributed to continued investment in R&D and a strong pipeline of new product innovations [30] Question: Outlook for skincare business and profitability improvement efforts - The company expects continued growth in skincare brands and plans to optimize channel and product mix while streamlining operating expenses [32][35]

Financial Performance - Total net revenues reached RMB 1086.7 million, a 36.8% year-over-year increase[24] - Skincare brands experienced significant revenue growth of 78.7% year-over-year, reaching RMB 581.3 million[24] - The company achieved a non-GAAP net income of RMB 11.5 million, compared to a non-GAAP net loss of RMB 74.9 million in the prior year period[26] - GAAP net loss was RMB 19.5 million, narrowed from a loss of RMB 85.5 million in the same period last year[26] - Gross margin increased by 1.5 percentage points year-over-year to 78.3%[10, 45] - Net cash generated from operating activities was RMB 77.7 million[10] Market and Brand Performance - Total retail sales of consumer goods in China grew by 5.4%, outpacing the 2.6% growth in beauty retail sales[19, 20, 21] - Combined net revenues for Galénic, DR.WU (mainland China business), and Eve Lom increased by 88.1% year-over-year[29] Operational Efficiency - Selling and marketing (S&M) expenses decreased as a percentage of total net revenues due to leveraging effect of higher total net revenues, from 68.6% to 66.5%[49, 51] - General and administrative (G&A) expenses also decreased as a percentage of total net revenues due to lower payroll expenses and higher total net revenues, from 15.0% to 7.7%[49, 51]

Conference Call to Be Held at 7:30 A.M. U.S. Eastern Time on August 21, 2025GUANGZHOU, China, Aug. 21, 2025 /PRNewswire/ -- Yatsen Holding Limited ("Yatsen" or the "Company") (NYSE: YSG), a leading China-based beauty group, today announced its unaudited financial results for the second quarter ended June 30, 2025.Second Quarter 2025 Highlights Total net revenues for the second quarter of 2025 increased by 36.8% to RMB1.09 billion (US$151.7 million) from RMB794.5 million for the prior year period. Total net ...

8月21日，逸仙电商(YSG)盘中上涨2.32%，截至03:55，报9.7美元/股，成交214.97万美元，总市值8.95 亿美元。 资料显示，逸仙控股有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公 司广州逸仙电子商务有限公司运营。其子公司创立于2016年,是中国美容市场的领军企业,致力于为中国 和世界各地的消费者创造一个令人兴奋的探索美的新旅程。旗下拥有Perfect Diary 完美日记、Little Ondine 小奥汀、Abbys Choice完子心选、Galenic 法国科兰黎、DR.WU 达尔肤(中国大陆业务)、EVE LOM、Pink Bear 皮可熊、EANTiM 壹安态等高成长性的彩妆及护肤品牌。公司通过线上和线下接触客 户,在中国主要的电子商务、社交和内容平台上都有广泛的业务。 本文源自：金融界 作者：行情君 财务数据显示，截至2025年03月31日，逸仙电商收入总额8.34亿人民币，同比增长7.78%；归母净利 润-530.3万人民币，同比增长95.74%。 大事提醒： 8月21日，逸仙电商将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日 ...

Financial Performance - As of March 31, 2025, YSG reported total revenue of 834 million RMB, representing a year-on-year growth of 7.78% [1] - The net profit attributable to the parent company was -5.303 million RMB, showing a significant year-on-year increase of 95.74% [1] Stock Performance - On August 18, YSG's stock price increased by 2.44%, closing at $9.66 per share, with a total trading volume of $446,800 and a market capitalization of $891 million [1] Company Overview - YSG is a Cayman Islands-registered holding company primarily operating through its domestic subsidiary, Guangzhou Yisen E-commerce Co., Ltd. [2] - Founded in 2016, YSG is a leading player in the Chinese beauty market, offering a range of high-growth cosmetic and skincare brands, including Perfect Diary, Little Ondine, and DR.WU [2] - The company engages customers through both online and offline channels, with a strong presence on major e-commerce, social, and content platforms in China [2] Upcoming Events - YSG is scheduled to disclose its fiscal year 2025 interim report on August 21, prior to the market opening (Eastern Time) [2]

8月21日，逸仙电商将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美 国当地时间，实际披露日期以公司公告为准）。 资料显示，逸仙控股有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公 司广州逸仙电子商务有限公司运营。其子公司创立于2016年,是中国美容市场的领军企业,致力于为中国 和世界各地的消费者创造一个令人兴奋的探索美的新旅程。旗下拥有Perfect Diary 完美日记、Little Ondine 小奥汀、Abbys Choice完子心选、Galenic 法国科兰黎、DR.WU 达尔肤(中国大陆业务)、EVE LOM、Pink Bear 皮可熊、EANTiM 壹安态等高成长性的彩妆及护肤品牌。公司通过线上和线下接触客 户,在中国主要的电子商务、社交和内容平台上都有广泛的业务。 本文源自：金融界 作者：行情君 8月15日，逸仙电商(YSG)盘中上涨2.11%，截至21:44，报9.7美元/股，成交214.38万美元，总市值8.95 亿美元。 财务数据显示，截至2025年03月31日，逸仙电商收入总额8.34亿人民币，同比增长7.78%；归母净利 润-53 ...

8月19日，逸仙电商将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 8月9日，逸仙电商(YSG)盘中上涨2.33%，截至00:18，报9.24美元/股，成交65.27万美元，总市值8.52亿 美元。 财务数据显示，截至2025年03月31日，逸仙电商收入总额8.34亿人民币，同比增长7.78%；归母净利 润-530.3万人民币，同比增长95.74%。 大事提醒： 资料显示，逸仙控股有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公 司广州逸仙电子商务有限公司运营。其子公司创立于2016年,是中国美容市场的领军企业,致力于为中国 和世界各地的消费者创造一个令人兴奋的探索美的新旅程。旗下拥有Perfect Diary 完美日记、Little Ondine 小奥汀、Abbys Choice完子心选、Galenic 法国科兰黎、DR.WU 达尔肤(中国大陆业务)、EVE LOM、Pink Bear 皮可熊、EANTiM 壹安态等高成长性的彩妆及护肤品牌。公司通过线上和线下接触客 户,在中国主要的电子商务、社交和内容平台上都有广泛的业务 ...

资料显示，逸仙控股有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公 司广州逸仙电子商务有限公司运营。其子公司创立于2016年,是中国美容市场的领军企业,致力于为中国 和世界各地的消费者创造一个令人兴奋的探索美的新旅程。旗下拥有Perfect Diary 完美日记、Little Ondine 小奥汀、Abbys Choice完子心选、Galenic 法国科兰黎、DR.WU 达尔肤(中国大陆业务)、EVE LOM、Pink Bear 皮可熊、EANTiM 壹安态等高成长性的彩妆及护肤品牌。公司通过线上和线下接触客 户,在中国主要的电子商务、社交和内容平台上都有广泛的业务。 本文源自：金融界 作者：行情君 大事提醒： 8月19日，逸仙电商将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 8月7日，逸仙电商(YSG)盘中上涨5.11%，截至00:57，报9.155美元/股，成交78.79万美元，总市值8.44 亿美元。 财务数据显示，截至2025年03月31日，逸仙电商收入总额8.34亿人民币，同比增长7.78%；归母净利 润-530 ...

8月19日，逸仙电商将披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 资料显示，逸仙控股有限公司是一家在开曼群岛注册成立的境外控股母公司,主要通过其境内实体子公 司广州逸仙电子商务有限公司运营。其子公司创立于2016年,是中国美容市场的领军企业,致力于为中国 和世界各地的消费者创造一个令人兴奋的探索美的新旅程。旗下拥有Perfect Diary 完美日记、Little Ondine 小奥汀、Abbys Choice完子心选、Galenic 法国科兰黎、DR.WU 达尔肤(中国大陆业务)、EVE LOM、Pink Bear 皮可熊、EANTiM 壹安态等高成长性的彩妆及护肤品牌。公司通过线上和线下接触客 户,在中国主要的电子商务、社交和内容平台上都有广泛的业务。 8月6日，逸仙电商(YSG)盘中上涨2.07%，截至23:51，报8.89美元/股，成交48.6万美元，总市值8.20亿 美元。 财务数据显示，截至2025年03月31日，逸仙电商收入总额8.34亿人民币，同比增长7.78%；归母净利 润-530.3万人民币，同比增长95.74%。 大事提醒： ...