Yatsen Holding (YSG)
NYSE:YSG
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Earnings Data
Report Date
Aug 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
>-0.01Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Negative
The call presented a mix of strong top-line momentum—driven by a 58.5% surge in skincare revenues, product innovation and increased R&D investment—and significant profitability and cash-flow challenges caused by sharply higher operating and marketing expenses. While management highlighted strategic initiatives, investor-backed financing, and operational efficiency gains in fulfillment, the company reported materially wider operating and net losses, a drawdown in cash, and a moderation in near-term revenue growth guidance. The balance of robust revenue/investment achievements against deteriorating margins, negative cash flow from operations, and the shift from non-GAAP profitability to a loss leads to concern about near-term financial health despite promising strategic positioning.Company Guidance
Top-line Growth Met Guidance
Total net revenues increased 22.5% year-over-year to 1.02 billion (management noted all figures are in renminbi), meeting the company's guidance range for the period.
Skincare Brands Driving Growth
Net revenues from skincare brands rose 58.5% year-over-year and were cited as the primary driver of overall revenue growth, demonstrating strong momentum in the higher-margin skincare portfolio.
Gross Profit and Margin Expansion
Gross profit increased 24.3% year-over-year to 819.2 million; gross margin improved to 80.2% from 79.1% (as reported by the CFO), reflecting improved unit economics.
R&D Investment and Product Innovation
R&D expenses rose to 39.4 million (3.9% of total net revenues, up from 2.7%), supporting multiple product launches and scientific initiatives including a dermatological white paper, new product rollouts (e.g., Galani anti-aging cream, PDR series extensions, eye treatments), and expanded clinical research collaborations.
Operational Efficiency in Fulfillment
Fulfillment expenses increased in absolute terms to 61.1 million but decreased as a percentage of revenues to 6.0% from 6.2%, credited to improved logistics efficiency.
Strategic Financing and Investor Support
Completed first tranche of a private placement of convertible notes and warrants on May 21, 2026, attracting new and existing institutional investors (management cited this as evidence of investor confidence).
Successful Brand and Scientific Positioning
Notable brand milestones included high-profile scientific presentations (AMWC Monaco), new brand ambassadors, and stronger expert-led communication that management said bolstered brand authority and consumer awareness.
YSG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
YSG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 26, 2026 | $2.59 | $2.69 | +3.86% |
Mar 02, 2026 | $4.45 | $4.05 | -8.99% |
Nov 17, 2025 | $6.84 | $5.45 | -20.32% |
Aug 21, 2025 | $9.54 | $9.60 | +0.63% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Yatsen Holding (YSG) report earnings?
Yatsen Holding (YSG) is schdueled to report earning on Aug 20, 2026, Before Open (Confirmed).
What is Yatsen Holding (YSG) earnings time?
Yatsen Holding (YSG) earnings time is at Aug 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is YSG EPS forecast?
Currently, no data Available