Yatsen (ADR)
Sells color cosmetics and skincare through a portfolio led by Perfect Diary.
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Profile
Sells color cosmetics and skincare in China through Perfect Diary, Little Ondine, Pink Bear, Galénic, DR.WU, and Eve Lom. The portfolio spans mass, prestige, and clinical segments, with skincare contributing more than half of revenue.
Develops and sells beauty products in China through color-cosmetics brands Perfect Diary, Little Ondine, and Pink Bear, alongside skincare brands Galénic, DR.WU, and Eve Lom. Its portfolio spans mass-market color cosmetics as well as prestige and clinical skincare, combining product development with consumer insights, brand equity, and operational agility.
Skincare now provides more than half of revenue as resources concentrate on Galénic, DR.WU, and Eve Lom while color cosmetics are upgraded. Founder Jinfeng Huang remains both board chair and chief executive, and his Class B shares give him most voting power. Sales in the PRC are conducted through consolidated subsidiaries and VIE-related entities.
Company facts
Key statistics
Year to date −28.3% · Average volume (30d) 79.8K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| May 26, 2026Q1 FY26 | — | −$0.09 | — | $148.3M | $148.0M | −0.3% | +8.18% |
| Mar 2, 2026Q4 FY25 | — | $0.01 | — | $194.5M | $197.2M | +1.4% | −6.67% |
| Nov 17, 2025Q3 FY25 | — | −$0.07 | — | — | $139.5M | — | +1.28% |
| Aug 21, 2025Q2 FY25 | — | $0.02 | — | $113.0M | $151.5M | +34.1% | +6.67% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $173.5M | $123.8M | $160.2M | $147.8M | $202.4M | $151.9M | |
| Gross profit | $134.9M | $97.9M | $125.3M | $115.5M | $158.7M | $121.9M | |
| Operating income | $1.9M | −$5.1M | −$8.2M | −$12.4M | −$1.9M | −$14.7M | |
| Net income | −$58.0M | −$787.5K | −$2.6M | −$9.8M | $1.2M | −$9.0M | |
| Diluted EPS | −$0.60 | −$0.01 | −$0.03 | −$0.10 | $0.01 | −$0.09 | |
| Gross margin | 77.8% | 79.1% | 78.3% | 78.2% | 78.4% | 80.2% | |
| Operating margin | 1.1% | -4.1% | -5.1% | -8.4% | -0.9% | -9.7% |
Fiscal years (4-quarter sums)FY21 $870.5M · FY22 $553.2M · FY23 $510.3M · FY24 $506.4M · FY25 $634.1M
Revenue by product · FY25
Balance sheet, Mar 31, 2026Cash & short-term investments $130.4M · Total debt $24.3M · Total assets $553.1M · Shareholders' equity $434.3M
Dividends
No dividends on record.
Ownership
Shares outstanding 93.62M · Float 61.06M · 65.2% free float
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.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| HHLR Advisors, Ltd. | 4.89M | 5.22% | 13F | May 15, 2026 |
| Morgan Stanley | 3.26M | 3.48% | 13F | May 15, 2026 |
| Bank of America Corp /DE/ | 1.63M | 1.74% | 13F | May 18, 2026 |
| Yiheng Capital Management, L.P. | 797.9K | 0.85% | 13F | May 15, 2026 |
| Renaissance Technologies LLC | 612.6K | 0.65% | 13F | May 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- OR Royalties
Luxury and dermocosmetics skincare in China
- Estée Lauder Companies
Prestige skincare and makeup brands serving mainland China
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Yatsen (ADR) | $3.12 | +2.63% | $284.6M | — | — | 0.4 | +29.3% |
| OR Royalties | $36.90 | −1.31% | $7.01B | 24.9 | 22.2 | 17.9 | +120.8% |
| Estée Lauder Companies | $103.41 | +0.01% | $37.39B | 206.8 | 31.2 | 2.5 | +6.5% |
| Median | 115.9 | 26.7 | 10.2 | +63.6% |