$YSG

Yatsen Holding Ltd

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Yatsen (YSG) Q2 2026 Earnings Call Transcript

Yatsen (YSG) reported Q2 2026 net revenue of RMB 1.14B, up 5.1% YoY, driven by skincare growth offsetting color cosmetics decline. Gross margin fell to 73.9% from 78.3% due to inventory provisions. Operating loss widened to RMB 131.9M. Q3 revenue guidance is RMB 898.6M-998.4M, a 0-10% YoY decrease. Management highlighted strategic shifts and industry challenges.

Yatsen Holding Q2 Loss Widens, Shares Down

Yatsen Holding Ltd. (YSG) reported a wider Q2 2026 loss, with net loss increasing to $13.39M from $17.67M YoY, due to higher expenses. Revenue rose to $168.34M from $108.6M. Shares fell 4.51% premarket. The company forecasts Q3 revenue between $898.6M and $998.4M, a potential YoY decrease of 0% to 10%.

YSG sentiment & insider activity

Recent YSG coverage spans earnings and financial news.

What's driving YSG

  • Earnings miss on operating loss and widened net loss may pressure the stock, while strong skincare growth and guidance could support upside.

    fool.com · Sep 9, 2026

  • Skincare growth may improve margins, but high marketing spend and larger loss suggest near‑term downside risk.

    insidermonkey.com · Sep 9, 2026

  • Loss widening and modest revenue decline guidance may pressure the stock further.

    rttnews.com · Sep 2, 2026

  • Earnings miss on margin and loss may pressure the stock; strong skincare growth offers upside if investors focus on segment shift.

    SEC EDGAR 6-K · Sep 2, 2026

  • Earnings miss and widening loss suggest near‑term price pressure, though strong skincare growth may support a rebound.

    prnewswire.com · Sep 2, 2026

AlphAI scores every news story that mentions YSG with an AI model for sentiment and relevance, and aggregates insider trades from Yatsen Holding Ltd's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $YSG

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$YSGMedAI 8/10

Yatsen (YSG) Q2 2026 Earnings Call Transcript

Yatsen (YSG) reported Q2 2026 net revenue of RMB 1.14B, up 5.1% YoY, driven by skincare growth offsetting color cosmetics decline. Gross margin fell to 73.9% from 78.3% due to inventory provisions. Operating loss widened to RMB 131.9M. Q3 revenue guidance is RMB 898.6M-998.4M, a 0-10% YoY decrease. Management highlighted strategic shifts and industry challenges.

Yatsen (YSG) Reported 40.4% Skincare Growth but a Larger GAAP Operating Loss. Can Portfolio Mix Outrun Marketing Intensity?

Yatsen (YSG) reported Q2 2026 revenue of RMB1.14B, up 5.1% YoY, with skincare growing 40.4% and now 71.5% of total revenue. However, color cosmetics fell 35.8% and operating loss widened to RMB131.9M. YSG expects Q3 revenue of RMB898.6M-RMB998.4M, a 0-10% YoY decline. Gross margin was 73.9%, but marketing expenses were 70.7% of revenue.

$YSGMed

Yatsen Holding Q2 Loss Widens, Shares Down

Yatsen Holding Ltd. (YSG) reported a wider Q2 2026 loss, with net loss increasing to $13.39M from $17.67M YoY, due to higher expenses. Revenue rose to $168.34M from $108.6M. Shares fell 4.51% premarket. The company forecasts Q3 revenue between $898.6M and $998.4M, a potential YoY decrease of 0% to 10%.

Yatsen Holding Ltd (YSG): Financial results for Q2 2026

Yatsen Holding Ltd (YSG) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Yatsen Announces Second Quarter 2026 Financial Results Conference Call to Be Held at 7:30 A.M. U.S. Eastern Time on September 2, 2026 GUANGZHOU, China, September 2, 2026 – Yatsen Holding Limited (“Yatsen” or the “Company”) (NYSE: YSG), a leading China-based beauty gr

$YSGHigh

Yatsen Announces Second Quarter 2026 Financial Results

Yatsen (YSG) reported Q2 2026 revenue growth of 5.1% to $168.3M, driven by a 40.4% increase in skincare sales. Gross margin fell to 73.9% from 78.3% due to higher inventory provisions. Net loss widened to $13.4M from $1.9M. The company is refocusing on high-growth skincare brands.

$YSGHighAI 9/10

Transcript: Yatsen Holding Q1 2026 Earnings Conference Call - Yatsen Holding (NYSE:YSG)

Yatsen Holding reported Q1 2026 results on a conference call. The company said total net revenues rose 22.5% year over year to $1.02 billion, driven by a 58.5% increase from skincare brands, partially offset by a 5% decline in COVID cosmetics. Gross profit rose 24.3% to $819.2 million; gross margin increased to 80.2%. Operating expenses rose 32.5% to $918.1 million, with selling and marketing up to $737.2 million. The company also said it completed a May 21, 2026 closing of a convertible notes/w

$YSGLow

Yatsen posts 2025 Form 20-F, offers free hard copies to holders

Yatsen (NYSE: YSG) filed its 2025 annual report on Form 20-F with the U.S. SEC on April 29, 2026, covering the fiscal year ended December 31, 2025. The report is available on the company's investor relations website and the SEC website. Shareholders and ADS holders can request free hard copies by written request to the company's Investor Relations Department.

Yatsen Filed 2025 Annual Report on Form 20-F

Yatsen Holding Limited (NYSE: YSG) announced the filing of its annual report on Form 20-F for the fiscal year ended December 31, 2025, with the U.S. Securities and Exchange Commission on April 29, 2026. This report is accessible on the company's investor relations website and the SEC's website. Shareholders can request hard copies free of charge.

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