Js Global Lifestyle Company Limited · HKEX:1691
Js Global Lifestyle — H1 2026 Earnings Presentation
20 slides from Js Global Lifestyle's earnings presentation, 2026
Slide 1: 2026 Interim Results Presentation
2026 INTERIM RESULTS PRESENTATION For the Six Months Ended June 30, 2026
Slide 2: Table of Contents
Table of Contents 1 Financial Updates 3 2 Business Updates: SharkNinja APAC 9 3 Business Updates: Joyoung 15 4
Slide 3: Key Financial Metrics
Key Financial Metrics Unit: USD mn Interim Report Unit: USD mn Non-IFRSAdjusted Non-IFRS Adjusted Revenue Third-party revenue(1) 720 711 774 741 USD 741mn USD 711mn -4.3% -1.2% 1H 2025 1H 2026 1H 2025 1H 2026 Gross profit and margin Gross profit and margin from third- party revenue(1) 32.1% 30.9% US
Slide 4: SN APAC grew 31.5% excluding the South Korea business transition, while Joyoung declined slightly
SN APAC grew 31.5% excluding the South Korea business transition, while Joyoung declined slightly Third-party Revenue by Segment 1H 2026 Third-party Revenue by Segment USD mn 34.4% 720 711 230 244 65.6% 490 467 1H 2025 Third-party Revenue by Segment 1H 2025 1H 2026 Joyoung SN APAC 31.9% (1) The Joyo
Slide 5: Strong growth in ANZ and emerging markets, offset by the South Korea business transition
Strong growth in ANZ and emerging markets, offset by the South Korea business transition and softer demand in Chinese Mainland Third-party Revenue by Region 1H 2026 Third-party Revenue by Region Other USD mn Regions 6.2% S. Korea 720 711 2.5% 17 Japan 58 44 8.9% 18 66 63 ANZ 18.1% 96 129 64.3% China
Slide 6: Third-party gross margin declined due to Joyoung margin pressure, partly offset by SN APAC
Third-party gross margin declined due to Joyoung margin pressure, partly offset by SN APAC improvement Gross Profit from Third-party Revenue USD mn 33.5% 32.2% 241.6 9.5 228.9 -22.2 1H 2025 Joyoung SN APAC 1H 2026 Gross Margin The gross profit margin from third-party revenue in 1H 2026 was decreased
Slide 7: Operating Cycle Analysis
Operating Cycle Analysis Inventory turnover days(1) Trade and bills receivables turnover days(2) Trade and bills payables turnover days(3) (days) (days) (days) 196 198 189 99 97 101 52 59 57 2025 1H 2025 1H 2026 2025 1H 2025 1H 2026 2025 1H 2025 1H 2026 JS Global (1) Turnover days of average invento
Slide 8: Balanced Capital Structure
Balanced Capital Structure Capital expenditure Total debt / Total equity Debt profile and maturities1 USD mn 80 79 0.15x 35 0.14x 21 50 18 44 30 1H 2025 1H 2026 Dec 2025 Jun 2026 Dec 2025 Jun 2026 Capital Expenditure Interest-bearing loans - Non-current Interest-bearing loans - Current Total Debt /
Slide 9: Business Updates
JS Business Updates Shark|NINJA
Slide 10: ANZ Market – Business Update
ANZ Market – Business Update ➢ Revenue Performance by Core Category Shark Cleaning Shark Beauty & Comfort +22% +73% YoY YoY ANZ delivered strong performance, with third-party revenue increasing 34% YoY to US$129mn, significantly outperforming a challenging retail and consumer environment Ninja Food
Slide 11: Japan Market – Business Update
Japan Market – Business Update ➢ Revenue Performance by Core Category Shark Beauty & Ninja Food Ninja Cooking & Shark Cleaning Comfort Preparation Beverage -14% +284% +4% Strong Initial YoY YoY YoY Performance(1) Japan operated in a more cautious and value-driven consumer environment, with increased
Slide 12: Expansion Markets – Serving more APAC consumers
Expansion Markets – Serving more APAC consumers Expansion Markets Revenue (US$ mn) South Korea 2023 US$35mn Hong Kong Japan India 2026 2018 2026 +240% Taiwan 2025 Singapore Thailand 2023 2025 US$10mn +134% Malaysia Philippines 2023 2024 US$4mn Indonesia 2025 1H 2024 1H 2025 1H 2026 Australia 2023 In
Slide 13: 1H 2026 New Product Launches
1H 2026 New Product Launches Innovative portable Our first foray into the Ultra-powerful bladeless Expanding our Shark Expanding our Cordless glass air fryer Coffee Category with a fan that provides Beauty range with portfolio to tackle a combining convenience premium all-in-one consumers with optio
Slide 14: 2H 2026 Innovative Pipeline
2H 2026 Innovative Pipeline Ninja BlendBOSS is our Rejuvenating our Cordless Ninja Crispi® Pro transforms Expanding our Shark Beauty most powerful personal Expanding our Frozen Treats line-up with a refresh of our everyday cooking with range with FacialPro Glow, blender, featuring a 1200-watt catego
Slide 15: Business Updates
JS Business Updates Joyoung 78
Slide 16: Resilient Market Share in Core Categories Despite Revenue Pressure
Resilient Market Share in Core Categories Despite Revenue Pressure Blender Soymilk maker Rice cooker ↑ +4.6ppt ↑ +8.0ppt ↓ -0.9ppt 46.0% 46.0% 41.4% 38.0% 10.9% 10.0% 1H 2025 1H 2026 1H 2025 1H 2026 1H 2025 1H 2026 Pressure cooker Water purifier Cookware ↑ +2.2ppt ↑ +0.9ppt ↑ +0.2ppt 12.0% 3.0% 2.0%
Slide 17: A New Playbook for Product Innovation
A New Playbook for Product Innovation 01 Respond Faster 02 Expand Use Cases 03 Explore New Models Respond swiftly to emerging Expand product usage scenarios Strengthen coordination across product, market trends and accelerate by addressing evolving consumer content and channels, and explore new prod
Slide 18: Direct-operated Channel Mix Continues to Strengthen
Direct-operated Channel Mix Continues to Strengthen Direct-operated presence has been established across all four core channels, with direct operations accounting for over 60% of sales on both JD.com and Tmall. Direct operations are well established on JD.com and Tmall, with further penetration acro
Slide 19: Questions & Answers
JS Questions & Answers
Slide 20: Slide 20
JS Global Lifestyle Company — H1 2026 Earnings Presentation on 6ix