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Yatsen Holding (YSG)
NYSE:YSG
US Market
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Yatsen Holding (YSG) Price & Analysis

157 Followers

YSG Stock Chart & Stats

$3.32
$0.02(0.61%)
At close: 4:00 PM EDT
$3.32
$0.02(0.61%)

Bulls Say, Bears Say

Bulls Say
Skincare-led Margin ExpansionA 58.5% surge in skincare sales shifted mix toward higher-margin items and coincided with materially improved gross margins (~80% reported). Durable migration into premium skincare supports better unit economics, higher lifetime customer value and a clearer path to sustainable profitability as product mix normalizes.
Conservative Balance SheetLow leverage and a sizable equity base provide financial flexibility, lowering refinancing and downturn risk. This structural balance-sheet strength allows the company to fund growth and R&D, absorb investment cycles, and access capital without immediate solvency pressure despite near-term cash-flow deficits.
Expanded Offline Distribution (Sephora)A formal Sephora China partnership broadens omnichannel reach into ~300 premium retail points in major cities, strengthening brand discovery and customer acquisition beyond social platforms. Lasting distribution access to Sephora can improve conversion, pricing power and reduce overreliance on single digital channels.
Bears Say
Persistent Negative Cash FlowConsecutive years of negative operating and free cash flow create structural funding risk: internal cash cannot cover investment or working capital needs. Over months this forces dependence on external financing, which can be dilutive or conditional, constraining strategic freedom and increasing execution risk if consumer momentum slows.
High Selling & Marketing SpendSustained S&M at ~72% of revenue prevents operating leverage from taking hold and has driven widening operating losses. If elevated customer-acquisition intensity persists, margins will remain structurally depressed absent a durable reduction in CAC, channel mix shift, or marked improvement in retention economics.
Uneven Portfolio & Channel PressureA decline in cosmetics sales and management's note on elevated traffic acquisition costs (notably on Douyin) signals inconsistent category performance and channel concentration risk. Structurally higher CAC and uneven brand traction across categories can impede margin recovery and make growth outcomes more volatile over multiple quarters.

Yatsen Holding News

YSG FAQ

What was Yatsen Holding’s price range in the past 12 months?
Yatsen Holding lowest stock price was $2.15 and its highest was $10.70 in the past 12 months.
    What is Yatsen Holding’s market cap?
    Yatsen Holding’s market cap is $321.95M.
      When is Yatsen Holding’s upcoming earnings report date?
      Yatsen Holding’s upcoming earnings report date is Aug 20, 2026 which is in 17 days.
        How were Yatsen Holding’s earnings last quarter?
        Yatsen Holding released its earnings results on May 26, 2026. The company reported -$0.004 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          Is Yatsen Holding overvalued?
          According to Wall Street analysts Yatsen Holding’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Yatsen Holding pay dividends?
            Yatsen Holding does not currently pay dividends.
            What is Yatsen Holding’s EPS estimate?
            Yatsen Holding’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Yatsen Holding have?
            Yatsen Holding has 63,836,758 shares outstanding.
              What happened to Yatsen Holding’s price movement after its last earnings report?
              Yatsen Holding reported an EPS of -$0.004 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 3.861%.
                Which hedge fund is a major shareholder of Yatsen Holding?
                Currently, no hedge funds are holding shares in YSG
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Yatsen Holding Stock Smart Score

                  2
                  Underperform
                  1
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                  10

                  Company Description

                  Yatsen Holding

                  Yatsen Holding Limited (YSG) is a China-based beauty company in the cosmetics and personal care sector. The company develops, markets, and sells beauty products through a portfolio of brands, including color cosmetics and skincare, with distribution spanning online channels (e-commerce platforms and the company’s direct-to-consumer storefronts) and offline retail presence via stores and retail partners.

                  Yatsen Holding (YSG) Earnings & Revenues

                  YSG Company Deck

                  YSG Earnings Call

                  Q1 2026
                  0:00 / 0:00
                  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.View all YSG earnings summaries
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                  Ownership Overview

                  0.12%10.25%89.39%
                  Insiders
                  10.25% Other Institutional Investors
                  89.39% Public Companies and
                  Individual Investors
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