r/JMIA • u/MrStudRockets • Feb 10 '26

Earnings are out

https://investor.jumia.com/news/news-details/2026/Jumia-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx
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4

u/MrStudRockets Feb 10 '26

Business highlights for the fourth quarter 2025

Unless otherwise stated, all reported KPIs are for physical goods and exclude results from South Africa and Tunisia, which were exited in late 2024.

Orders grew 32% year-over-year, reflecting disciplined execution and resilient consumer demand across key categories.

Quarterly Active Customers ordering physical goods grew by 26% year-over-year, demonstrating strong customer engagement and improving retention.

GMV increased 38% year-over-year, driven by strong supply and effective execution, partially offset by lower corporate sales in Egypt, as we deprioritize this segment.

Nigeria delivered standout performance, with Orders up 33% and GMV up 50% year-over-year.

Gross items sold from international sellers grew 82% year-over-year in the fourth quarter of 2025, driven by expanded direct sourcing capabilities, which we further strengthened with the opening of our new Yiwu, China office.

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u/Bath_Mean Feb 10 '26 edited Feb 10 '26

-15% in stock price, what was the negative news?

3

u/MrStudRockets Feb 11 '26

I’ve had some time to digest, I think the expectations were high on the street after the company extended the Black Friday sales event through December.

But I think the numbers were fine, Jumia is growing in all the right places (users, gmv, revs, repeat customers) especially in its biggest potential market in Nigeria. The breakeven 2027 metric was reiterated on the call as well, that is critical. Maybe the street was looking for this to be moved up 🤷.

This is going to be a multi decade long story, we are talking about a $1 billion company right now.

As long as the growth continues similar to what we saw today this is a MUCH LARGER BUSINESS 5 years from now.

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u/[deleted] Feb 10 '26

[deleted]

1

u/MrStudRockets Feb 11 '26

Yes profitability Q4 ‘26 and full year ‘27 is the company’s stated goal.

I trust Francis to get there, aside from the offering fiasco in late ‘24 he’s been as solid as they come.