云集(YJ)
搜索文档
Yunji(YJ) - 2022 Q4 - Earnings Call Transcript
2023-03-20 23:30
财务数据和关键指标变化 - 总收入为2.89亿元,同比下降,主要由于公司继续优化产品选择和供应商导致销售下降,以及消费者信心下降 [25] - 毛利率保持稳定在40.9%,高于去年同期的39.6%,主要由于私有品牌的忠诚度和有效的产品策划 [26] - 运营费用下降22%,主要由于仓储物流费用、人员成本、会员管理费用和平台推广费用的减少 [27][28] - 亏损从去年同期的4百万元转为3.3百万元,主要由于收入下降 [29] 各条业务线数据和关键指标变化 - 商品销售收入为2.41亿元,市场业务收入为4300万元 [25] - 私有品牌产品的重复购买率达到81.8% [23] 各个市场数据和关键指标变化 - 消费者购买力恢复缓慢,但旅游等行业恢复较快 [18] 公司战略和发展方向 - 继续优化产品组合,增加健康护理和营养品类,提升私有品牌产品的质量和体验 [16][17][41] - 加强线下营销活动,扩大渠道覆盖,增强与服务经理的联系 [18][19] - 进一步优化成本结构,提高运营效率,为未来发展奠定基础 [23][24][32] 管理层对经营环境和未来前景的评论 - 面临疫情带来的挑战,但有信心通过优化成本、提升产品和服务能力来应对市场波动,并在市场复苏时抓住机遇 [10][21][32] - 认为政府政策对于促进消费升级和高质量发展更为重要,不会盲目进行价格补贴 [37][39][41] 问答环节重要的提问和回答 问题1 **Unidentified Analyst 提问** 一些竞争对手开始进行大规模补贴,公司是否会考虑类似的活动? [35] **Shanglue Xiao 回答** 公司不会盲目进行价格补贴,而是专注于提供高质量产品和增值服务,为消费者创造物有所值的体验 [37][39][41]
Yunji(YJ) - 2022 Q3 - Earnings Call Transcript
2022-11-30 03:29
Yunji Inc. (NASDAQ:YJ) Q3 2022 Earnings Conference Call November 29, 2022 7:00 AM ET Company Participants Kaye Liu - Investor Relations Director Shanglue Xiao - Chairman & Chief Executive Officer Peng Zhang - Vice President of Finance Conference Call Participants Ethan Yu - First Trust China Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to Yunji's Third Quarter 2022 Earnings Conference Call. With us today are Mr. Shanglue Xiao, Chairman and Chief Executi ...
Yunji(YJ) - 2022 Q2 - Earnings Call Transcript
2022-08-26 01:23
Yunji Inc. (NASDAQ:YJ) Q2 2022 Earnings Conference Call August 25, 2022 7:30 AM ET Company Participants Shanglue Xiao – Chairman and Chief Executive Officer Peng Zhang – Vice President-Finance Kaye Liu – Investor Relations Director Conference Call Participants Ethan Yu – First Trust, China Operator Good morning and good evening, ladies and gentlemen. Thank you, and welcome to Yunji's Second Quarter 2022 Earnings Conference Call. With us today are Mr. Shanglue Xiao, Chairman and Chief Executive Officer; Mr. ...
Yunji(YJ) - 2021 Q4 - Earnings Call Transcript
2022-03-18 03:24
Yunji Inc. (NASDAQ:YJ) Q4 2021 Results Conference Call March 17, 2022 7:30 AM ET Company Participants Shanglue Xiao - Chairman and CEO Chengqi Zhang - VP, Finance Kaye Liu - IR Director Conference Call Participants Operator Good morning and good evening, ladies and gentlemen. Thank you, and welcome to Yunji's Fourth Quarter 2021 Earnings Conference Call. With us today are Mr. Shanglue Xiao, Chairman and Chief Executive Officer; Mr. Chengqi Zhang, Vice President of Finance; and Ms. Kaye Liu, Investor Relatio ...
Yunji(YJ) - 2021 Q3 - Earnings Call Transcript
2021-11-30 01:08
Yunji Inc. (NASDAQ:YJ) Q3 2021 Results Conference Call November 29, 2021 6:30 AM ET Company Participants Kaye Liu - IRD Shanglue Xiao - Chairman, CEO Chengqi Zhang - VP, Finance Conference Call Participants Ethan Yu - First Trust Group Operator Good morning, and good evening, ladies and gentlemen. Thank you, and welcome to Yunji's Third Quarter 2021 Earnings Conference Call. With us today are Mr. Shanglue Xiao, Chairman and Chief Executive Officer; Mr. Chengqi Zhang, Vice President of Finance; and Ms. Kaye ...
Yunji(YJ) - 2021 Q2 - Earnings Call Transcript
2021-08-27 03:21
Yunji Inc. (NASDAQ:YJ) Q2 2021 Earnings Conference Call August 26, 2021 7:00 AM ET Company Participants Shanglue Xiao - Chairman and CEO Chengqi Zhang - Vice President, Finance Kaye Liu - Investor Relations Director Conference Call Participants Operator Good morning, and good evening, ladies and gentlemen. Thank you. And welcome to Yunji’s Second Quarter 2021 Earnings Conference Call. With us today are Mr. Shanglue Xiao, Chairman and Chief Executive Officer; Chengqi Zhang, Vice President of Finance; and Ms. ...
Yunji(YJ) - 2021 Q1 - Earnings Call Transcript
2021-05-28 01:37
Yunji Inc. (NASDAQ:YJ) Q1 2021 Earnings Conference Call May 27, 2021 7:00 AM ET Company Participants Kaye Liu - Investor Relations Director Shanglue Xiao - Chairman & Chief Executive Officer Chengqi Zhang - Vice President, Finance Conference Call Participants Operator Good morning and good evening ladies and gentlemen. Thank you and welcome to Yunji's First Quarter 2021 Earnings Conference Call. With us today are Mr. Shanglue Xiao, Chairman and Chief Executive Officer; Chengqi Zhang, Vice President of Finan ...