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Yatsen Holding (YSG)
NYSE:YSG
Earnings Data
Report Date
Aug 21, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.04Same Quarter Last Year
Based on 0 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 16, 2025
|% Change Since: -1.52%
|Next Earnings Date:Aug 21, 2025
Earnings Call Sentiment|Positive
The earnings call for Yatsen's first quarter of 2025 presented a strong overall performance driven by significant growth in skincare brands, improved profitability, and strategic cost management. Despite a decline in color cosmetics revenue and a soft market environment, the company achieved a notable turnaround in non-GAAP net income and launched several new products. Corporate milestones and a new share repurchase program further demonstrate confidence in future growth.Company Guidance
During the first quarter of 2025, Yatsen's financial performance aligned with its guidance, showcasing a 7.8% year-over-year increase in total net revenues. This growth was notably driven by a 47.7% surge in net revenues from skincare brands, such as Galénic and DR. WU, offset by a 9.9% decline in color cosmetics brands. The company enhanced its profitability, with the overall gross margin rising to 79.1% from 77.7% the previous year. Strategic marketing and streamlined expenses led to a significant reduction in net loss margin, down to 0.7% from 15.1%. Yatsen achieved a non-GAAP net income of RMB7.1 million, a remarkable turnaround from a loss of RMB83.8 million the prior year. Additionally, Yatsen's Board approved a $30 million share repurchase program, indicating confidence in its future potential. For the second quarter of 2025, the company projects total net revenues between RMB810.4 million and RMB889.9 million, marking an anticipated year-over-year increase of 2% to 12%.Significant Revenue Growth in Skincare Brands
Net revenues from skincare brands rose by 47.7% year-over-year, driven by a 58% increase from clinical and premium skincare brands such as Galénic, DR. WU, and Eve Lom.
Improved Profitability
The overall gross margin increased to 79.1% from 77.7% in the prior year. The net loss margin was reduced by 15.5 percentage points to 0.7% from 15.1% in the prior year.
Non-GAAP Net Income Turnaround
Achieved a non-GAAP net income of RMB7.1 million, a significant turnaround from a non-GAAP net loss of RMB83.8 million in the prior year period.
Strategic Cost Management
General and administrative expenses decreased to 7.8% of total net revenues, down by 10.3 percentage points from the previous year.
Launch of New Skincare Products
Introduction of new products such as the upgraded Michaelmasque series and the Targeted Acne Cleaning Serum, contributing to strong brand performance.
Corporate Milestones
The global R&D center in Shanghai was accredited by the China National Accreditation Service, reinforcing strategic focus on R&D.
Share Repurchase Program
Board of Directors approved a new share repurchase program for up to $30 million worth of ordinary shares over the next 24 months.
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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
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YSG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 16, 2025 | $5.28 | $5.20 | -1.52% |
Feb 25, 2025 | $4.14 | $3.95 | -4.59% |
Nov 20, 2024 | $3.95 | $4.40 | +11.39% |
Aug 20, 2024 | $3.74 | $3.62 | -3.21% |
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.
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FAQ
When does Yatsen Holding (YSG) report earnings?
Yatsen Holding (YSG) is schdueled to report earning on Aug 21, 2025, TBA Not Confirmed.
What is Yatsen Holding (YSG) earnings time?
Yatsen Holding (YSG) earnings time is at Aug 21, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is YSG EPS forecast?
Currently, no data Available
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