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Yunji (YJ)
NASDAQ:YJ
US Market
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Yunji (YJ) AI Stock Analysis

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YJ

Yunji

(NASDAQ:YJ)

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Neutral 47 (OpenAI - 5.2)
Rating:47Neutral
Price Target:
$1.50
▲(16.28% Upside)
Action:ReiteratedDate:05/01/26
The score is primarily held back by poor financial performance, including steep revenue declines, widening losses, and persistent cash burn. Technical indicators are neutral-to-slightly constructive, but they do not offset weak fundamentals, and valuation is difficult to justify with negative earnings and no dividend support.
Positive Factors
Private‑label pivot
Yunji's deliberate pivot to private‑label health products aligns its assortment with China's national health strategy and increases control over pricing, supply and quality. Over months this structural shift can support higher margin capture, simplify supplier management and focus resources on profitable SKUs if execution persists.
Negative Factors
Revenue contraction
Multi‑year top‑line decline reduces scale economics critical for e‑commerce marketplaces, weakening supplier leverage, marketing efficiency and customer acquisition ROI. Persistent revenue shrinkage undermines the revenue base that private‑label and cost actions must rebuild, making sustainable recovery more difficult over months.
Read all positive and negative factors
Positive Factors
Negative Factors
Private‑label pivot
Yunji's deliberate pivot to private‑label health products aligns its assortment with China's national health strategy and increases control over pricing, supply and quality. Over months this structural shift can support higher margin capture, simplify supplier management and focus resources on profitable SKUs if execution persists.
Read all positive factors

Yunji (YJ) vs. SPDR S&P 500 ETF (SPY)

Yunji Business Overview & Revenue Model

Company Description
Yunji Inc. operates a social e-commerce platform in the People's Republic of China. It offers a range of product categories that cater various daily needs of users and their households, including beauty and personal care, household goods, cloths, ...
How the Company Makes Money
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Yunji Earnings Call Summary

Earnings Call Date:Aug 21, 2025
(Q2-2025)
|
% Change Since: |
Next Earnings Date:May 28, 2026
Earnings Call Sentiment Neutral
While Yunji has achieved notable successes in product launches and brand expansion, the company faced significant financial challenges, including a decline in revenue and increased net loss. The strategic initiatives show promise but are juxtaposed against a backdrop of financial difficulties.
Positive Updates
Successful Launch of Youjiang Organic Milk
Youjiang Organic Milk achieved RMB 5 million in sales at launch, establishing Yunji's health-focused brand awareness among consumers.
Negative Updates
Revenue Decline
Total revenue decreased to RMB 158.3 million from RMB 233.8 million a year ago, mainly due to softer consumer confidence and strategic product selection refinement.
Read all updates
Q2-2025 Updates
Negative
Successful Launch of Youjiang Organic Milk
Youjiang Organic Milk achieved RMB 5 million in sales at launch, establishing Yunji's health-focused brand awareness among consumers.
Read all positive updates
Company Guidance
During Yunji's First Half 2025 Earnings Conference Call, CEO Shanglue Xiao emphasized the company's commitment to an organic health strategy amidst challenging market conditions and declining consumer confidence, with the goal of establishing Yunji's future growth prospects. The flagship product, Youjiang Organic Milk, launched with RMB 5 million in sales, while other successful products included slimming coffee with over RMB 10 million, probiotics bolus nearing RMB 7 million, and freeze-dried sea buckthorn powder exceeding RMB 5 million in sales. The beauty brand SUYE also performed well, with the PRO-XLANE FIRMING Series generating over RMB 10 million. Financial highlights included a total revenue of RMB 158.3 million, down from RMB 233.8 million the previous year, with a gross margin holding steady at 47.3%. Operating expenses rose to RMB 179.4 million, leading to a net loss of RMB 100.7 million, compared to RMB 8 million a year ago. Despite these challenges, the company maintained a cash position of RMB 217.1 million, focusing on optimizing cost structures and improving profitability.

Yunji Financial Statement Overview

Summary
Weak operating fundamentals: multi-year revenue contraction and widening operating losses culminating in a deep net loss. The balance sheet is a relative bright spot with very low leverage, but ongoing negative operating cash flow and negative free cash flow indicate continued cash burn and pressure on the capital base.
Income Statement
18
Very Negative
Balance Sheet
62
Positive
Cash Flow
24
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue779.75M317.02M417.65M640.21M1.15B2.16B
Gross Profit356.02M140.79M206.34M307.44M502.54M811.98M
EBITDA-73.60M-122.47M-103.53M-141.07M-93.59M18.65M
Net Income-130.60M-133.28M-123.11M-165.13M-131.34M131.97M
Balance Sheet
Total Assets1.67B1.21B1.35B1.55B1.89B2.35B
Cash, Cash Equivalents and Short-Term Investments528.93M193.36M219.37M524.74M626.64M947.26M
Total Debt18.56M43.18M11.65M14.50M1.31M8.69M
Total Liabilities406.81M273.75M274.41M362.69M536.51M871.46M
Stockholders Equity1.27B935.23M1.08B1.19B1.36B1.48B
Cash Flow
Free Cash Flow0.00-126.58M-318.62M-200.67M-309.08M-112.97M
Operating Cash Flow0.00-57.78M-126.08M-188.26M-216.82M-25.99M
Investing Cash Flow0.00-88.23M-166.33M294.04M92.56M-513.79M
Financing Cash Flow0.0038.70M-13.32M-25.33M-94.56M-463.00K

Yunji Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.29
Price Trends
50DMA
1.61
Positive
100DMA
1.52
Positive
200DMA
1.68
Positive
Market Momentum
MACD
0.02
Negative
RSI
53.14
Neutral
STOCH
83.15
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For YJ, the sentiment is Positive. The current price of 1.29 is below the 20-day moving average (MA) of 1.70, below the 50-day MA of 1.61, and below the 200-day MA of 1.68, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 53.14 is Neutral, neither overbought nor oversold. The STOCH value of 83.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YJ.

Yunji Risk Analysis

Yunji disclosed 93 risk factors in its most recent earnings report. Yunji reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Yunji Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
56
Neutral
$166.65M-7.20-6.45%5.82%-35.69%
49
Neutral
$18.72M-9.51%6.50%
47
Neutral
$8.87M
$5.83M-0.4312.11%4368.01%-109.28%
49
Neutral
$5.53M-0.2524.08%21.73%
40
Underperform
$6.81M0.25-373.22%-67.70%44.67%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
YJ
Yunji
1.80
0.06
3.45%
BZUN
Baozun
2.75
-0.10
-3.51%
MOGU
Mogu
2.29
0.05
2.23%
WNW
Meiwu Technology Company Limited
4.38
-205.62
-97.91%
JWEL
Jowell Global
2.55
0.69
37.04%
WBUY
Webuy Global
1.34
-1.89
-58.51%

Yunji Corporate Events

Yunji Narrows Losses in 2025 as It Accelerates Pivot to Private-Label Health Products
Mar 27, 2026
Yunji on March 27, 2026 reported unaudited results for the second half and full year 2025, showing revenue declines as it deliberately scaled back its marketplace business and refined product and supplier selection. The platform maintained a high ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 01, 2026