Yunji Inc. (NASDAQ: YJ) Q1 2025 Earnings call | 08/21/2025

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Yunji Inc. reported Q1 2025 financial results as part of its first half-year disclosure, showing total revenues of RMB158.3 million (US$22.1 million) for the six months ended June 30, 2025, compared with RMB233.8 million for the same period in 2024. The decline was driven by weaker consumer sentiment, purposeful product curation, and a tightened supplier base. Merchandise sales revenue dropped to RMB131.7 million (US$18.4 million), while marketplace business revenue declined to RMB24.5 million (US$3.4 million). Yunji’s gross margin held steady at 47.3% for the half year, reflecting disciplined cost control and a focus on higher margin categories such as organic health products and beauty. Cost of revenues decreased 31.2% to RMB83.5 million (US$11.7 million), aided by fulfillment expense reductions resulting from lower warehousing, logistics, and staffing. The company reported a widened net loss of RMB100.7 million, primarily as a result of declining sales and increased investments in governance, product refinement, and member engagement strategies. Yunji maintained a robust repeat purchase rate of 71.0%, demonstrating loyalty and stickiness among its membership base. Strategically, Yunji continues to focus on organic lifestyle products, digital and physical user expansion, financial discipline, and profitability improvement. Leadership reorganization and operational cost management are at the forefront of its efforts to navigate the evolving social e-commerce sector in China. #Yunji #YJ #Q12025 #EarningsCall #RevenueDecline #NetLoss #GrossMargin #RepeatPurchaseRate #OrganicLifestyle #DigitalExpansion #FinancialDiscipline #CostControl #SupplyChain #CustomerRetention #MembershipModel #BusinessStrategy #ChinaEcommerce #ProductCuration #LeadershipReorganization #EarningsCallTranscript #StockMarket #Investing