Js Global Lifestyle Company Limited · HKEX:1691
Js Global Lifestyle — FY2025 Earnings Presentation
20 slides from Js Global Lifestyle's earnings presentation, 2026
Slide 1: 2025 Annual Results Presentation
2025年年度业绩发布会 2025 ANNUAL RESULTS PRESENTATION
Slide 2: Table of Contents
Table of Contents 1 Key Financial Metrics 3 2 Financial Updates 4 3 Business Updates - Joyoung 10 4 Business Updates - SharkNinja APAC 14
Slide 3: Key Financial Metrics
Key Financial Metrics Unit: USD mn Annual Report Unit: USD mn Non-IFRS Adjusted Revenue Third-party revenue(1) 1,660 1,565 1,594 1,363 USD 1,660mn USD 1,565mn +4.1% +14.8% 2024 2025 2024 2025 Gross profit and margin Gross profit and margin from third- party revenue(1) 32.2% 32.0% USD 534mn 34.0% 33.
Slide 4: Financial Updates
Financial Updates JS Global
Slide 5: Strong growth in SN APAC markets, modest growth in Joyoung segment
Strong growth in SN APAC markets , modest growth in Joyoung segment Third-party Revenue by Segment 2025 Third-party Revenue by Segment USD mn 1,565 34.0% 1,363 533 342 66.0% 1,021 1,032 2024 Third-party Revenue by Segment 2024 2025 Joyoung SN APAC 25.1% (1) The Joyoung segment recorded modest increa
Slide 6: ANZ and Japan market lead growth, China market posts modest gain
ANZ and Japan market lead growth, China market posts modest gain Third-party Revenue by Region 2025 Third-party Revenue by Region USD mn Other 1,565 Regions 44 S. Korea 2.8% 1,363 91 29 158 Japan 5.8% 71 10.1% 112 255 147 ANZ 16.3% 65.0% China 1,004 1,017 2024 Third-party Revenue by Region 2024 2025
Slide 7: Adjusted gross margin slightly down with higher-margin product mix mitigating freight pressure
Adjusted gross margin slightly down with higher-margin product mix mitigating freight pressure Gross Profit from Third-party Revenue USD mn 34.0% 33.5% 62.9 524.3 463.1 -1.7 2024 Joyoung SharkNinja APAC 2025 Gross Margin (1) The gross profit margin from third-party revenue in 2025 is 33.5%. The year
Slide 8: Operating Cycle Analysis
Operating Cycle Analysis Inventory turnover days(1) Trade and bill receivables turnover days(2) Trade and bill payables turnover days(3) （days） （days） （days） 168 175 98 90 46 48 2024 2025 2024 2025 2024 2025 JS Global (1) Turnover days of average inventories equals average inventories divided by cos
Slide 9: Balanced Capital Structure
Balanced Capital Structure Capital expenditure Total debt / Total equity Debt profile and maturities1 0.14x USD mn 80 29 27 50 0.05x 15 30 2024 2025 2024 2025 2024 2025 CAPEX Expenditure Interest-bearing loans - Non current Interest-bearing loans - Current Total Debt / Total Equity (1) As of Decembe
Slide 10: Business Updates - Joyoung
Business Updates Joyoung 78 JS Global
Slide 11: Steady growth from Joyoung's core categories in domestic market
Steady growth from Joyoung’s core categories in domestic market Soymilk Maker Water Treatment Appliances Cookware 30% 6% 3% 2024 2025 2024 2025 2024 2025 (1) Revenue from soymilk maker grew by 30% , primarily driven by the launch of industry-leading, differentiated innovative products that addressed
Slide 12: Quality growth in Joyoung's new channels: The Douyin Case
Quality growth in Joyoung’s new channels: The Douyin Case Market Share on Douyin In-house live streaming as first approach Maintain growth momentum from 2023 to 2025 6.6% 6.9% 6.1% 2023 2024 2025 Joyoung Competitor 1 Competitor 2 Competitor 3 On-location broadcasts from real-life settings, as well a
Slide 13: Joyoung 2026: Goals & Key Initiatives
Joyoung 2026: Goals & Key Initiatives Key Product Initiatives Key Channel Initiatives Goals Streamlined SKU Streamlined Store Matrix Market Share Expansion Systematic Innovation Unified Pricing Gross Margin Improvement > Premium Pricing Higher DTC Ratio Operational Efficiency New Consumption Scenari
Slide 14: Business Updates - SharkNinja
Business Updates Shark|NINJA JS Global
Slide 15: Japan Market – Business Update
Japan Market – Business Update Cordless Vacuums – Japan 45% 38% 35% 32% 31% 28% 26% 28% 27% 18% 18% 18% 20% 15% 25% 25% 24% 22% 12% 17% 16% 9% 14% 12% 5% 11% 11% 2020 2021 2022 2023 2024 2025-Q1 2025-Q2 2025-Q3 2025-Q4 SHARK Competitor 1 Competitor 2 Shark PowerClean 360 Shark ‘Lightweight’ EvoPower
Slide 16: ANZ Market – Business Update
ANZ Market – Business Update ➢ Revenue Growth of Core Categories Across ANZ, strong performance across core categories such as Shark Shark Cleaning Cleaning, Ninja Food Preparation and Cooking & Beverage. +16% • Shark Cleaning has increased promotional intensity. Our next-generation cordless vacuums
Slide 17: Korea Market – Business Update
Korea Market – Business Update ➢ In 2025, we successfully grew our South Korea market, achieving net revenue of USD 91mn (2024: USD 71mn). • This growth was fueled by strong performance across Shark Cleaning and Ninja Food Preparation. Cordless vacuum grew 44%, driven by lightweight models with one-
Slide 18: 2026 Innovation: Strengthening core & launching into new categories
2026 Innovation: Strengthening core & launching into new categories Launching into Coffee Expanding our Home Ninja Crispi is an Ninja Swirl is our first- with Ninja Luxe, Environment category with innovative portable ever ice cream maker providing intelligent Shark FlexBreeze HydroGo glass air fryer
Slide 19: Expansion Markets – Serving more APAC consumers
Expansion Markets – Serving more APAC consumers SharkNinja APAC continues the journey of serving more APAC consumers across this diverse region. While Expansion Markets Revenue (USD mn) we drive meaningful scale across ANZ, Japan, and South Korea, we have also expanded across South-East Asia over th
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JS Global Lifestyle Company — FY2025 Earnings Presentation on 6ix