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NYSE · Consumer Discretionary

YATSEN HLDG LTD YSG

Yatsen Holding Limited, together with its subsidiaries, engages in the development and sale of beauty products in the People’s Republic of China. The company operates through three segments: Color Cosmetics Brands, Skincare Brands, and Others. The company offers colored cosmetics for lips, eyes, and face; skin care products, including face serums and creams, eye creams, masks, toners, makeup removers, cleansers, and anti-acne patches; and beauty tools and kits, sunscreen products, and beauty devices.

Sources StockAnalysis company profile stockanalysis.com
Package Goods/Cosmetics

Company profile

Business mix

  • The company operates through three segments: Color Cosmetics Brands, Skincare Brands, and Others.
  • It sells its products through offline stores and online channels. It serves under the Perfect Diary, Little Ondine, Pink Bear, Galénic, DR.WU, Eve Lom, and EANTiM brands.
  • The company was formerly known as Mangrove Bay Ecommerce Holding (Cayman) and changed its name to Yatsen Holding Limited in January 2019.
  • Yatsen Holding Limited was founded in 2016 and is headquartered in Guangzhou, China.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in household & personal products?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF N/A Buyback 3.94%
2026-06-07

Current firm holders

Firm Weight Value Filing period
HHLR Advisors / Hillhouse Lei Zhang 0.9% $15.0M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $6.2M Estimated from net reduced shares
Net share change / base shares -29.0% -2,000,000 / 6,885,873
HHLR Advisors / Hillhouse Lei Zhang 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -11.2% 13F value change +$25.8M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -20.1% 13F value change -$14.7M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,885,873 Last 4 periods -2,000,000 (-29.0%) Total shares 4,885,873 Value $15.0M

Recent mentions

No public mentions.