Yunji Inc. (YJ) Earnings Call Transcripts
Yunji Inc.'s Latest Earnings Call - March 27, 2026
In the second half of 2025, Yunji Inc. reported total revenue of approximately RMB 159 million, a slight decline from RMB 183.8 million in the same period last year. However, the company achieved a significant reduction in net loss, narrowing it to RMB 33 million from RMB 115 million year-over-year, indicating improved operational efficiency. Management signaled a continued focus on organic health products and customer loyalty strategies, which are expected to drive future growth, although the marketplace business was scaled back to optimize product offerings.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | RMB 159 million (miss) |
| Merchandise Sales Revenue | RMB 128 million (beat) |
| Net Loss | RMB 33 million (positive) |
| Repurchase Rate | 59.7% (positive) |
| Operating Expenses | RMB 112.4 million (positive) |
| Marketplace Revenue | RMB 22.1 million (neutral) |
Guidance from management
Management remains focused on achieving breakeven and sustainable growth, emphasizing the integration of health and wellness products into their offerings. No specific revenue or earnings guidance was provided for the upcoming quarters.
What analysts pressed on
Analysts expressed concerns regarding the decline in total revenue and the scaling back of the marketplace business. There were questions about the sustainability of customer engagement initiatives and how they would impact future growth.
Main topics on the call
- Revenue Performance — Yunji reported total revenues of RMB 159 million, down from RMB 183.8 million a year ago. Management noted that merchandise sales revenue was RMB 128 million, reflecting a 16% increase compared to the previous year, indi...
- Net Loss Reduction — The company's net loss significantly narrowed to RMB 33 million from RMB 115 million in the prior year, representing a 70% reduction. This improvement was attributed to operational efficiency and disciplined financial ma...
- Customer Loyalty and Engagement — Yunji maintained a high repurchase rate of 59.7%, reflecting strong customer loyalty. Management emphasized initiatives to activate dormant users, resulting in a 44.87% conversion rate from targeted campaigns.
- Strategic Focus on Organic Products — Management reiterated their commitment to becoming a leader in organic healthy living, with five organic products generating over RMB 10 million in sales each. This aligns with growing consumer demand for health-focused ...
Read the full Yunji Inc. transcript (March 27, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Yunji Inc.
Yunji Inc. (YJ) is a publicly listed company in the Broadline Retail industry, within the Consumer Discretionary sector. It trades on NasdaqCM and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 24 calls on record spanning March 24, 2020 to March 27, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 24 Yunji Inc. earnings call transcripts on record, spanning March 24, 2020 to March 27, 2026. Based on this history, Yunji Inc. reports quarterly. The most recent call on file is dated March 27, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- YJ
- Exchange
- NasdaqCM
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Broadline Retail
- Calls on record
- 24
- First call
- March 24, 2020
- Most recent
- March 27, 2026
- Reporting cadence
- quarterly