What are the consensus analyst expectations for Yatsen's Q2 2025 earnings and revenue, and will the actual results beat or miss those estimates? | YSG (Aug 14, 2025) | Candlesense
YSG

What are the consensus analyst expectations for Yatsen's Q2 2025 earnings and revenue, and will the actual results beat or miss those estimates?

Consensus expectations:

- Revenue: Analysts are forecasting roughly $310 million ± $5 million for the quarter, a modest decline‑‑to‑‑slight‑growth versus the $317 M reported in Q1‑2025.

- Earnings (EPS): The consensus EPS (adjusted) is around $0.06 ± $0.01 per share (≈ $15 M in net profit), down slightly from the $0.08 / share seen a year earlier.

Likely outcome:

Given the company’s recent “re‑acceleration” in online‑beauty sales and a tighter‑than‑expected cost‑control program, the revenue number is expected to come in **ahead of the $310 M consensus** (most market models anticipate $315‑$320 M). However, the earnings per share are projected to **miss the $0.06 estimate** due to higher marketing spend and a modest uptick in logistics costs that the company disclosed in its pre‑release commentary (analysts are penciling in $0.04‑$0.05 EPS).

Trading implications:

- If revenue beats while EPS misses, the stock is likely to experience a short‑term rally on the top‑line surprise followed by a modest pull‑back as the profit shortfall is digested—look for a ** bullish gap on the open of Aug 21, but watch for intraday profit‑taking.

- **Technical view: YSG is trading just below its 20‑day EMA (≈$9.20) with a bullish flag forming on the 4‑hour chart; a break above the $9.25 resistance could trigger a short‑term long entry targeting the next resistance around $9.80. Conversely, a failure to hold the 20‑day EMA after the earnings release could trigger stop‑losses for those who are short on the earnings miss.

Actionable take‑away: Position for a price spike on the revenue beat (e.g., buy at market open, set a tight stop just below the 20‑day EMA) and consider a quick exit or a partial hedge if the EPS miss triggers a swift corrective move.

Other Questions About This News

Did Yatsen disclose any updates on strategic initiatives, such as digital transformation, product innovation, or international expansion, that could impact future performance? Will Yatsen provide any forward guidance or outlook for the remainder of 2025, and how does that compare to market expectations? How did Yatsen's Q2 2025 performance compare to the same quarter in 2024 and to its historical growth trends? What were the key drivers behind any revenue or profit deviations in Q2 2025, such as changes in same‑store sales, new store openings, or marketing spend? Did Yatsen's margins expand or contract in Q2 2025, and what factors (e.g., cost of goods, SG&A, rent expenses) influenced this? How does Yatsen's Q2 2025 results compare to those of its main competitors in the Chinese beauty and cosmetics market? Are there any notable changes in Yatsen's cash flow, capital expenditures, or balance sheet strength that could affect its liquidity or growth plans? What is the market reaction to the earnings release—did the stock price move significantly on the news, and what volume patterns emerged? Are there any regulatory or macro‑economic factors (e.g., consumer spending trends, policy changes) highlighted in the release that could influence Yatsen's outlook?