MOGU (ADR)
KOL-led fashion and lifestyle commerce with marketplace and MCN services.
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Profile
Connects fashion and lifestyle shoppers with KOL-led live commerce on Mogujie, earning transaction commissions alongside financing, technology, and service revenue. The China-focused business also provides MCN advertising and talent-management services on external platforms through a Cayman holding-company and VIE structure.
Operates Mogujie, a China-focused fashion and lifestyle marketplace delivered through a mobile app and Weixin mini programs. Live broadcasts, short video, photography, and reviews connect consumers with KOLs, merchants, brands, and other retailers across apparel, beauty, food, household, and health-related lifestyle products. Merchants pay commissions on completed sales, while financing solutions, customized online-operation services, and marketing, logistics, promotion, and talent-management services broaden the revenue base.
Extends its KOL capabilities through MCN services on outside social platforms, arranging advertising and promotions and providing talent management. Activity is primarily in mainland China and depends on participation from users, KOLs, merchants, and brands. ADS holders own interests in a Cayman holding company, while mainland operations rely in part on VIE contractual arrangements subject to PRC regulatory and enforceability dependencies.
Company facts
Categories
Key statistics
Year to date −12.6% · Average volume (30d) 3.3K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 20, 2026 | −$0.02 | $0.21 | +1,230.5% | $24.3M | $124.9M | +414.8% | +1.57% |
| Mar 31, 2025Q3 FY25 | — | −$0.30 | — | — | $5.5M | — | +0.45% |
| Dec 31, 2024Q2 FY25 | — | −$0.30 | — | — | $5.4M | — | +2.76% |
| Dec 15, 2024Q2 FY25 | — | −$0.20 | — | — | $4.4M | — | +3.62% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.9M | $5.9M | $5.1M | $5.1M | $4.2M | $4.2M | |
| Gross profit | $2.5M | $2.5M | $1.9M | $1.9M | $786.1K | $786.1K | |
| Operating income | −$4.4M | −$4.4M | −$2.4M | −$2.4M | −$3.0M | −$3.0M | |
| Net income | −$2.9M | −$2.9M | $3.8M | $3.8M | −$3.6M | −$3.6M | |
| Diluted EPS | −$0.33 | −$0.33 | $0.45 | $0.45 | −$0.48 | −$0.48 | |
| Gross margin | 43.1% | 43.1% | 36.8% | 36.8% | 18.6% | 18.6% | |
| Operating margin | -75.2% | -75.2% | -46.6% | -46.6% | -70.9% | -70.9% |
Fiscal years (4-quarter sums)FY22 $50.2M · FY23 $34.5M · FY24 $30.1M · FY25 $21.0M · FY26 $18.7M
Revenue by product · FY26
Balance sheet, Mar 31, 2026Cash & short-term investments $43.9M · Total debt $114.3K · Total assets $123.0M · Shareholders' equity $75.6M
Dividends
No dividends on record.
Ownership
Shares outstanding 8.17M · Float —
Float — provider float is below the insider stake.
Insiders — filings are in the shares behind the receipt.
This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Eversource Wealth Advisors, LLC | 7 | 0.00% | 13F | Feb 6, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 13, 2026 | Qi Chen | director | +7,281 | $1.99 |
| Jul 9, 2026 | Qi Chen | director | +1,300 | $1.99 |
| Jul 1, 2026 | Qi Chen | director | +6,419 | $1.97 |
| Jun 30, 2026 | Qi Chen | director | +15,000 | $1.68 |
Peers
- Alibaba Group (ADR)
Broad marketplace and livestream-commerce leader in China.
- JD.com (ADR)
Large online retail and marketplace alternative for brands.
- PDD (ADR)
Value-oriented China marketplace for consumers and merchants.
- Vipshop (ADR)
Online discount retailer for branded fashion and lifestyle goods.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| MOGU (ADR) | $1.88 | 0.00% | $15.4M | — | — | 0.8 | — |
| Alibaba Group (ADR) | $118.57 | −0.26% | $284.99B | 27.1 | 18.1 | 1.8 | +14.8% |
| JD.com (ADR) | $28.63 | −0.35% | $40.35B | 19.0 | 8.8 | 0.2 | +2.5% |
| PDD (ADR) | $85.92 | +0.20% | $121.97B | 9.1 | 10.1 | 1.8 | +14.0% |
| Vipshop (ADR) | $13.50 | −0.07% | $6.64B | 4.4 | 5.6 | 0.4 | +1.1% |
| Median | 14.1 | 9.4 | 1.1 | +8.3% |