Core Insights - The company reported a total revenue of 2.3 billion yuan for the first half of the 2026 fiscal year, representing a year-on-year growth of 5.7%. Excluding revenue from the first half of the 2025 fiscal year prior to the spin-off, the total revenue increased by 17% [1] - Net profit reached 239 million yuan, with a gross profit of 841.6 million yuan, reflecting a year-on-year growth of 14.5% [1] - The company demonstrated strong operational resilience in a complex environment, achieving simultaneous growth in total revenue and net profit, laying a solid foundation for long-term sustainable development [1] Revenue Breakdown - For the period from June 1 to November 30, 2025, the total GMV from self-operated products and live e-commerce business was 4.1 billion yuan, with a significant portion coming from Douyin. The GMV from the company's app accounted for 18.5%, showing a notable increase compared to the same period last year [1] - Self-operated products contributed approximately 52.8% to the total GMV during the reporting period, driven by category expansion and product upgrades, effectively boosting overall sales and long-term profit growth [1] Future Outlook - The company plans to continue strengthening food safety and social responsibility while maintaining its core advantage of high quality, aiming to create a more reassuring consumer experience [2] - The CFO indicated that the company will optimize its warehousing network to enhance delivery efficiency and customer experience, focusing on a full range of products and member system optimization through supply chain integration and AI technology [2]
东方甄选发布26财年中期财报：自营品总量突破800款，继续深化食品安全