Research analysts who have asked questions during Yatsen Holding earnings calls.
Recent press releases and 8-K filings for YSG.
Yatsen Reports Strong Q3 2025 Revenue Growth and Improved Profitability
YSG
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Yatsen reported a 47.5% year-over-year increase in total net revenues to RMB 998.4 million for Q3 2025, exceeding the high end of its guidance, while its net loss margin improved significantly from 17.9% in the prior year period to 7%.
- Skincare brands were a primary growth driver, with net revenues increasing by 83.2% year-over-year and accounting for 49.2% of total revenue.
- The company provided Q4 2025 total net revenue guidance of between RMB 1.32 billion and RMB 1.49 billion, representing a year-over-year increase of approximately 15% to 30%.
- Management emphasized its continued focus on R&D and innovation to strengthen its brand portfolio and achieve sustainable long-term growth and profitability.
Nov 17, 2025, 12:30 PM
Yatsen Reports Strong Q3 2025 Revenue Growth and Improved Profitability
YSG
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Yatsen (YSG) reported Q3 2025 total net revenues of RMB 998.4 million, marking a 47.5% year-over-year increase and surpassing its guidance.
- The growth was significantly driven by skincare brands, which saw an 83.2% year-over-year increase in net revenues, now accounting for 49.2% of total revenue.
- The company demonstrated improved profitability, with net loss narrowing to RMB 70.4 million and net loss margin improving to 7% in Q3 2025, down from 17.9% in the prior year period.
- For Q4 2025, Yatsen anticipates total net revenues to range from RMB 1.32 billion to RMB 1.49 billion, projecting a year-over-year increase of 15% to 30%.
- Management highlighted a strategic focus on R&D and innovation, optimizing the skincare product mix, and enhancing operational efficiency to sustain long-term growth and profitability.
Nov 17, 2025, 12:30 PM
Yatsen Holding Limited Reports Q3 2025 Results with Strong Revenue Growth and Improved Margins
YSG
Earnings
Revenue Acceleration/Inflection
- Yatsen Holding Limited (YSG) reported total net revenues of RMB 998.4 million for Q3 2025, representing a 47.5% year-over-year increase.
- The company's gross margin improved to 78.2%, up 2.3 percentage points year-over-year, while the GAAP net loss margin narrowed to 7.0% and Non-GAAP net loss margin narrowed to 5.2%.
- Net revenues from skincare brands, including Galénic, DR.WU (mainland China business), and Eve Lom, saw significant growth, increasing by 83.2% year-over-year to RMB 490.8 million in Q3 2025.
- Net cash used in operating activities for Q3 2025 was RMB 126.8 million.
Nov 17, 2025, 12:30 PM
Yatsen (YSG) Announces Strong Q3 2025 Revenue Growth and Improved Profitability
YSG
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Yatsen (YSG) reported a 47.5% year-over-year increase in total net revenues for Q3 2025, reaching RMB 998.4 million, surpassing its guidance.
- The company's skincare brands were a primary growth driver, with net revenues increasing by 83.2% year-over-year and contributing 49.2% of total revenue.
- Yatsen significantly narrowed its net loss, with the net loss margin improving from 17.9% in the prior year to 7% in Q3 2025, resulting in a net loss of RMB 70.4 million.
- For Q4 2025, Yatsen anticipates total net revenues to be between RMB 1.32 billion and RMB 1.49 billion, indicating a year-over-year increase of 15% to 30%.
Nov 17, 2025, 12:30 PM
Yatsen Holding Limited Announces Third Quarter 2025 Financial Results
YSG
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Total net revenues for the third quarter of 2025 increased by 47.5% to RMB998.4 million (US$140.2 million) compared to the prior year period.
- Skincare Brands revenue grew 83.2% year-over-year to RMB490.8 million (US$68.9 million), accounting for 49.2% of total net revenues in Q3 2025.
- Gross margin for the third quarter of 2025 increased to 78.2% from 75.9% in the prior year period.
- Net loss for the third quarter of 2025 narrowed by 41.9% to RMB70.4 million (US$9.9 million) from RMB121.1 million in the prior year period.
- For the fourth quarter of 2025, the company expects total net revenues to be between RMB1.32 billion and RMB1.49 billion, representing a year-over-year increase of approximately 15% to 30%.
Nov 17, 2025, 11:01 AM
Yatsen Holding Announces Q3 2025 Financial Results
YSG
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Yatsen Holding Limited reported total net revenues of RMB998.4 million (US$140.2 million) for the third quarter ended September 30, 2025, representing a 47.5% increase from the prior year period.
- The company's net loss narrowed by 41.9% to RMB70.4 million (US$9.9 million), and non-GAAP net loss narrowed by 32.8% to RMB51.5 million (US$7.2 million) for Q3 2025.
- Revenue from Skincare Brands increased by 83.2% to RMB490.8 million (US$68.9 million), comprising 49.2% of total net revenues for the quarter.
- For the fourth quarter of 2025, Yatsen expects total net revenues to be between RMB1.32 billion and RMB1.49 billion, indicating a year-over-year increase of 15% to 30%.
Nov 17, 2025, 10:00 AM
Quarterly earnings call transcripts for Yatsen Holding.
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