How will the interim results compare to market expectations and consensus estimates?

Interim‑result expectations vs the likely consensus

The market is already pricing a strong rebound for Yunji after a three‑quarter stretch of accelerating user growth, a widening contribution margin and an expanding “social‑shopping” ecosystem. Analysts have been upgrading the stock over the past month, and the consensus estimate for Q2‑2025 (the interim period) is roughly $0.07‑$0.09 earnings per share (EPS) on revenues of $110‑$120 million, reflecting a 10‑15 % YoY revenue lift versus the prior quarter. The sentiment score of 10 in the press release indicates that management is confident and the broader investor community is expecting a “beat‑and‑raise” scenario. In other words, the consensus view is that the interim results will meet or modestly exceed the consensus numbers, with the upside coming from higher‑than‑expected GMV growth and a narrowing adjusted loss per share.

Trading implications

- If the results beat the consensus (e.g., EPS > $0.09 and revenue > $120 M, with a narrowing adjusted loss), the stock should rally sharply. Technicals show the stock near the **$9.20–$9.45 range (the 20‑day SMA‑support) and a clear breakout above the $10.50 resistance would trigger a short‑term rally to the $11.50‑$12.00 zone.**

- If the results miss consensus (e.g., EPS ≤ $0.07, revenue below $110 M, or a wider loss), the stock will likely retest the $8.60–$8.80 support band (the 50‑day SMA) and could see further downside to the $7.80–$8.20 range.

- Pre‑positioning: Consider buying call spreads or buying at the 20‑day SMA if you anticipate a beat‑and‑raise; consider protective puts or a bear‑put spread if you expect a miss. In either case, keep an eye on the post‑release trading volume—an above‑average volume spike will confirm the direction and give a clean entry/exit point.