Jumia Technologies (JMIA) Aktienübersicht
Die Jumia Technologies AG betreibt eine E-Commerce-Plattform in Westafrika, Nordafrika, Ost- und Südafrika, Europa, den Vereinigten Arabischen Emiraten und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 0/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 5/6 |
| Dividenden | 0/6 |
JMIA Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Jumia Technologies AG Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$6.40 |
| 52-Wochen-Hoch | US$14.72 |
| 52-Wochen-Tief | US$5.69 |
| Beta | 2.49 |
| 1 Monat Veränderung | -4.62% |
| 3 Monate Veränderung | -12.69% |
| 1 Jahr Veränderung | -14.21% |
| 3 Jahre Veränderung | 109.84% |
| 5 Jahre Veränderung | -64.54% |
| Veränderung seit IPO | -74.86% |
Aktuelle Nachrichten und Updates
Seeking Alpha • Jul 29
Jumia: Unprofitable With Cash Burn, Lowering Price Target
Summary Jumia remains fundamentally unprofitable, with persistent cash burn and shrinking liquidity despite a decade of operations in African markets. JMIA faces major structural challenges: underdeveloped infrastructure, low consumer purchasing power, and high logistics costs impede scalability and profitability. My revised price target is $2.8/share, reflecting delayed break-even, likely dilution, and the need for conservative valuation multiples. I maintain a 'Hold' rating, as JMIA's upside is contingent on achieving sustainable EBITDA and FCF, which remains highly uncertain. Read the full article on Seeking AlphaAnalyseartikel • Jun 26
We're Not Worried About Jumia Technologies' (NYSE:JMIA) Cash Burn
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Recent updates
Seeking Alpha • Jul 29
Jumia: Unprofitable With Cash Burn, Lowering Price Target
Summary Jumia remains fundamentally unprofitable, with persistent cash burn and shrinking liquidity despite a decade of operations in African markets. JMIA faces major structural challenges: underdeveloped infrastructure, low consumer purchasing power, and high logistics costs impede scalability and profitability. My revised price target is $2.8/share, reflecting delayed break-even, likely dilution, and the need for conservative valuation multiples. I maintain a 'Hold' rating, as JMIA's upside is contingent on achieving sustainable EBITDA and FCF, which remains highly uncertain. Read the full article on Seeking AlphaAnalyseartikel • Jun 26
We're Not Worried About Jumia Technologies' (NYSE:JMIA) Cash Burn
Just because a business does not make any money, does not mean that the stock will go down. For example, although...Analyseartikel • May 11
Analysts Have Made A Financial Statement On Jumia Technologies AG's (NYSE:JMIA) First-Quarter Report
Shareholders of Jumia Technologies AG ( NYSE:JMIA ) will be pleased this week, given that the stock price is up 16% to...Analyseartikel • Feb 06
Why We're Not Concerned Yet About Jumia Technologies AG's (NYSE:JMIA) 26% Share Price Plunge
Jumia Technologies AG ( NYSE:JMIA ) shareholders won't be pleased to see that the share price has had a very rough...Analyseartikel • Nov 15
Jumia Technologies AG (NYSE:JMIA) Third-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For Next Year
Jumia Technologies AG ( NYSE:JMIA ) shareholders are probably feeling a little disappointed, since its shares fell 2.6...Analyseartikel • Oct 15
Jumia Technologies AG's (NYSE:JMIA) P/S Is Still On The Mark Following 26% Share Price Bounce
Despite an already strong run, Jumia Technologies AG ( NYSE:JMIA ) shares have been powering on, with a gain of 26% in...Analyseartikel • Aug 16
Jumia Technologies AG (NYSE:JMIA) Stocks Shoot Up 71% But Its P/S Still Looks Reasonable
Despite an already strong run, Jumia Technologies AG ( NYSE:JMIA ) shares have been powering on, with a gain of 71% in...Analyseartikel • Aug 13
Industry Analysts Just Upgraded Their Jumia Technologies AG (NYSE:JMIA) Revenue Forecasts By 13%
NYSE:JMIA 1 Year Share Price vs Fair Value Explore Jumia Technologies's Fair Values from the Community and select yours...Analyseartikel • Jul 02
Jumia Technologies AG's (NYSE:JMIA) P/S Is Still On The Mark Following 40% Share Price Bounce
Jumia Technologies AG ( NYSE:JMIA ) shares have continued their recent momentum with a 40% gain in the last month...Analyseartikel • Jun 11
Here's Why We're Watching Jumia Technologies' (NYSE:JMIA) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...Analyseartikel • May 06
Jumia Technologies AG's (NYSE:JMIA) 39% Share Price Surge Not Quite Adding Up
Those holding Jumia Technologies AG ( NYSE:JMIA ) shares would be relieved that the share price has rebounded 39% in...
Neues Narrative • Mar 28
Upcountry Expansion And International Sourcing Will Unlock New Markets
Expanding into underserved regions through differentiated logistics could drive growth and increase revenue without raising fixed costs.Seeking Alpha • Feb 26
Jumia's Business Prospects: Personal Reflections And A Candid Conversation With The CEO
Summary Jumia Technologies has restructured for efficiency and growth, showing resilience in the African e-commerce market despite market skepticism and current low stock prices. CEO Francis Dufay highlights Jumia's strategic focus on customer experience, market efficiency, and logistics, leading to significant growth in orders and customer base. Jumia's competitive advantages include a robust distribution network and the ability to offer cash on delivery, positioning it well against competitors like Temu. Despite financial challenges, Jumia is on a path to profitability, with strong execution and improved financial guidance for 2025. Read the full article on Seeking AlphaAnalyseartikel • Feb 21
Health Check: How Prudently Does Jumia Technologies (NYSE:JMIA) Use Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Dec 16
Jumia: Fading Macro Headwinds Offset By Rising Competition
Summary Jumia's Q3 results were mixed, with improving usage trends offset by currency headwinds and elevated expenses. Currency stabilization in Nigeria and Egypt is a positive, but inflation continues to pose a challenge. Jumia's exit from South Africa isn't meaningful from a financial perspective but highlights the threat of increasing competition. While Jumia's valuation may appear reasonable, the company needs to demonstrate a viable path to profitable growth in order to improve sentiment. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
A Fresh Reset For Jumia Technologies
Summary Jumia's Q3 results showed mixed performance with positive growth in active customers and GMV but increased cash usage and EBITDA loss due to strategic investments. Warehouse consolidation and increased marketing spend temporarily raised costs but are expected to drive efficiency and growth in 2025. Expansion beyond major cities in Nigeria is promising, with upcountry orders growing 22%, highlighting Jumia's resilience in tough economic conditions. Despite current stock declines, Jumia's strong cash position and strategic groundwork set up 2025 as a critical "prove it" year, maintaining a strong buy rating. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Jumia Technologies: The Resilience Amidst Market Challenges Shows Its Strength
Summary I maintain a bullish stance on Jumia stock despite recent volatility, driven by strong micro-strategic initiatives and macroeconomic reforms in Nigeria and Egypt. Jumia's robust market share, increased supply efficiency, and successful marketing strategies are driving its growth, even amidst challenging economic conditions. The company is expanding beyond major cities, leveraging better infrastructure and marketing investments to tap into the untapped African e-commerce market. Currency devaluation and shrinking consumer spending in Nigeria and Egypt pose risks, but Jumia's cost management and strategic initiatives offer long-term growth potential. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
Jumia: Currency Crises Creating Cloudy Outlook
Summary While Jumia's second quarter performance was poor, it appears to have been driven by currency instability in Egypt and Nigeria. Underlying trends in the business continue to look promising, with solid constant currency growth and an improving cost structure. Jumia's valuation is reasonable based on its growth prospects and improving profitability. This is overshadowed by currency risks and the growing risk of a global recession though. Read the full article on Seeking AlphaAnalyseartikel • Aug 25
What You Can Learn From Jumia Technologies AG's (NYSE:JMIA) P/S After Its 60% Share Price Crash
Jumia Technologies AG ( NYSE:JMIA ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • Jul 12
Validation For Jumia Technologies And Its Growth Trajectory
Summary Jumia Technologies investors have seen a 323% gain since November 2023, validating the company's pivot and future growth potential. Benchmark validated Jumia with a $14 price target and a 20% CAGR in African e-commerce through 2030, supporting Jumia's expansion beyond capital cities and new warehouses to meet growing demand. Jumia's focus on advanced customer service, including a new omnichannel solution, is improving key metrics and positioning the company as a modern e-commerce leader. Read the full article on Seeking AlphaAnalyseartikel • Jul 11
Optimistic Investors Push Jumia Technologies AG (NYSE:JMIA) Shares Up 34% But Growth Is Lacking
Despite an already strong run, Jumia Technologies AG ( NYSE:JMIA ) shares have been powering on, with a gain of 34% in...Seeking Alpha • Jul 02
Jumia: Strong Stock Potential, Weakened By Macroeconomics
Summary Jumia is Africa's leading e-commerce platform, with $244 million in revenue and ~24 million active customers in 2023. The macroeconomics of Jumia's biggest market threatens its performance. Despite dominating the African e-commerce market, JMIA still has room for growth in terms of customer base and market expansion. The Company's financials show challenges, with high liabilities and macroeconomic issues affecting its performance, but it is taking steps in the right direction. Read the full article on Seeking AlphaAnalyseartikel • Jun 17
We're Hopeful That Jumia Technologies (NYSE:JMIA) Will Use Its Cash Wisely
There's no doubt that money can be made by owning shares of unprofitable businesses. Indeed, Jumia Technologies...Analyseartikel • May 09
Jumia Technologies AG's (NYSE:JMIA) Shares Climb 25% But Its Business Is Yet to Catch Up
Despite an already strong run, Jumia Technologies AG ( NYSE:JMIA ) shares have been powering on, with a gain of 25% in...Seeking Alpha • May 08
Jumia Technologies: Improving Growth Prospects Could Drive The Stock Higher
Summary Jumia Technologies is on its way to building a sustainable business after a change in management, but the company still needs to prove it can generate profitable growth. High inflation rates, currency depreciation, and scarcity of supply in core markets are negatively impacting Jumia's business. A more stable macro environment should be supportive of JMIA's business going forward. I believe Jumia is fairly valued given the risks involved, but the stock could move higher if the company's fundamentals continue to improve, particularly if growth picks up. Read the full article on Seeking AlphaAnalyseartikel • Mar 14
Jumia Technologies AG's (NYSE:JMIA) 120% Price Boost Is Out Of Tune With Revenues
Jumia Technologies AG ( NYSE:JMIA ) shareholders have had their patience rewarded with a 120% share price jump in the...Seeking Alpha • Feb 21
Jumia Technologies Delivers Proof Positive Of Its Strategic Evolution
Summary Jumia Technologies delivered strong Q4 2023 results, confirming the company's turnaround and sustainable growth. CEO Francis Dufay highlighted the deliberate efforts behind Jumia's sustained performance and the shift towards sustainable growth. Jumia provided broad and open guidance for the future, aiming to reduce losses, increase orders and GMV, and improve cash efficiency. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Jumia Excellent Progress; The Apex Of Change
Summary Jumia reported improved expenses and losses, with a 71% drop in quarterly cash burn and a 67% drop in adjusted EBITDA loss. The company is experiencing growth in GMV of physical goods, expansion into secondary cities and rural areas, and an increase in repurchase rates from new customers. Jumia's CEO, Francis Dufay, has a clear plan and is executing it well, leading to faith in the company's future. Read the full article on Seeking AlphaSeeking Alpha • Nov 21
Jumia Technologies: CEO Francis Dufay Discusses A Milestone Quarter
Summary Jumia Technologies improves guidance for 2023 EBITDA loss and achieves year-over-year growth in 5 countries. CEO Francis Dufay discusses reducing unit costs, the strategic importance of pickup stations, and dynamic marketing strategies. Jumia collaborates with Starlink for internet access and shows resilience in challenging macroeconomic environments. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
Jumia: Challenging Prospects
Summary Jumia sees good progress on reducing losses and cash burn; however, this was largely driven by cuts to marketing expenses. Near-term outlook is unexciting due to macro challenges. Challenging medium-term growth prospects due to funding constraints and rising competition from strong players with considerable competitive advantages. Read the full article on Seeking AlphaSeeking Alpha • Aug 29
Jumia: Cutting Costs Won't Be Enough
Summary Jumia faces challenges due to high inflation and a restricted supply of goods, impacting consumer spending on its platform. Jumia is also pulling away from activities with questionable economics, negatively impacting growth. While Jumia's profitability has improved on the back of cost-cutting measures, a return to steady consumer growth is necessary for long-term success. Read the full article on Seeking AlphaSeeking Alpha • Aug 16
Jumia Technologies: I See Several Red Flags
Summary Jumia is a pan-African e-commerce platform operating in 11 African countries. Last quarter's earnings were very weak, with crucial revenue-driving metrics falling by more than a quarter each. The stock is overvalued based on my valuation analysis. Read the full article on Seeking AlphaAnalyseartikel • Jul 13
Jumia Technologies AG's (NYSE:JMIA) Business Is Trailing The Industry But Its Shares Aren't
When close to half the companies in the Multiline Retail industry in the United States have price-to-sales ratios (or...Analyseartikel • Jun 08
Will Jumia Technologies (NYSE:JMIA) Spend Its Cash Wisely?
We can readily understand why investors are attracted to unprofitable companies. For example, although...Seeking Alpha • Jun 03
CEO Francis Dufay Pivoting Jumia Amidst Challenging Macroeconomic Conditions
Summary Jumia Technologies is focusing on long-term growth strategies, including expanding into secondary cities in Africa and addressing pent-up demand for e-commerce. The company has achieved significant results in cost-cutting and efficiency improvements, despite challenges posed by global economic conditions. CEO Francis Dufay remains optimistic about the company's future, and investors should watch for the results of these strategic shifts to become evident in Jumia's financials. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Jumia: Questions Around Turnaround Linger, Runway May Only Last Several More Quarters
Summary Jumia is Africa's largest e-commerce company generating $1 billion in GMV (gross merchandise value). The company generated an operating loss of $227 million in 2022 and is now left with $228 million in cash & term deposits. Given the low market capitalization of around $350 million, another equity offering to fund its journey looks currently unlikely. The company is therefore planning drastic cost cuts, but we have doubts about the feasibility of the plan. Macro headwinds complicate the situation further. We rate the company a Strong Sell as long as macro conditions do not improve and the company does not show further tangible cost reduction results. The Thesis Jumia Technologies AG (JMIA) has made an operating loss of $227 million last year and is now left with only $228 million in cash & cash equivalents. In light of Africa's economic headwinds, we have questions around the feasibility of the new management's cost cutting program and deem the risk-reward ratio as unfavorable because of a real threat of running out of cash by 2024. About Jumia Jumia Technologies AG is an African e-commerce company operating in 11 markets across the whole continent. The company offers e-commerce services through a marketplace and first party sales, food delivery, logistics services as well as payment services through its fintech JumiaPay. The company is a generalist selling everything from small value categories such as groceries to big ticket items including appliances. The company generated around $1 billion in Gross Merchandise Value in 2022 and has around 8 million customers annually. Jumia is a former offspring of Rocket Internet, a serial start-up building company, and was co-founded by the two ex-McKinsey consultants who until recently led the company. Jumia got listed on the NYSE in 2019 and counted big names such as Mastercard (MA) among its investors (we couldn't find evidence during our research that Mastercard still holds stock in Jumia). It was long hailed as Africa's Amazon and Citron even labeled it as a generational investment opportunity. Jumia has been constantly loss-making and generated aggregate operating losses of around $1.2 billion since 2017. Since its founding, it burned through more than $1 billion in investor money. Jumia Technologies AG annual operating losses (Jumia Technologies AG financial reports) The company's share price chart looks like a rollercoaster - the stock lost 75% of its value since the IPO and more than 90% since its Covid-peak. Data by YCharts The never-ending losses have led to a shake-up and the removal of Jumia's founders & co-CEOs in November 2022. Francis Dufay, an internal nomination, has been appointed as acting-CEO (now confirmed to lead the company as CEO henceforth). The company recently announced a full year operating loss of $227 million. With its cash reserves dwindling to $228 million and another equity round highly unlikely, Dufay is forced to embark on a severe cost cutting exercise. Investors may therefore justifiably ask how much time the company has left. What is Jumia's remaining runway? The company targets significant cost savings for 2023 but expects to lose another $100-120 million on adjusted EBITDA basis for the full year. In particular, management plans to save $50 to $80 million in SG&A alone. The company provided the following guidance in its latest earnings release and earnings call: No significant changes in gross profit margins planned going forward (GP margin was around 13% of GMV in Q4 2022) Marketing & advertising costs to reach $30-40 million vs. $76 million in 2022 G&A to drop to $90-105 million vs. $122 million in 2022 No specific guidance on Tech & content costs and Fulfillment costs Jumia guidance for 2023 (Jumia Technologies AG investor relations) Jumia's guidance leaves us with some blank spots and question marks in particular with regards to expected GMV growth throughout 2023 and the two key cost buckets 'Fulfillment expenses' and 'Tech & content costs' as well as the phasing of the cost savings and the expected annualized cash burn in Q4. GMV Growth Our model assumes in 2023 a GMV drop of 10%, driven by a combination of unfavorable macro factors in Africa and Jumia scaling back some of its services and product categories. We further assume stable gross profit margins of 13.4% in 2023, as per management's expectations. Sales and advertising Management aims to reduce Sales and advertising costs to $30-40 million (~3-4% of GMV on a full-year basis). We therefore assume a drop from 6% of GMV in Q4 2022 to 3% of GMV by Q4 2023, leading to full-year S&A expenses of $37 million. G&A Management further aims to land full year G&A costs at around $100 million, but does not provide further details on phasing. We therefore plan in our model a successive decrease of quarterly costs from $37 million in Q4 2022 to $20 million by Q4 2023. This represents a drop of 46% on a y-o-y basis, which is massive. Such a trajectory would result in full year costs of $98 million, in line with guidance. Other cost buckets Adjusted EBITDA would hit the targeted loss of $100 under the following assumptions: A decline in quarterly tech & content costs from $14.5 million to $12.5 million A decline of fulfilment costs from 7.8% of GMV to 5.0% by Q4 2023 Jumia FY23 quarterly estimates (Author's estimates) If everything goes according to plan, according to our estimates Jumia's implicit plan is to end up with a quarterly cash burn in the range of $10-15 million by the end of 2023. With a projected $100 to 120 million left in liquid assets, this would give Jumia a runway of at least another 6 quarters before having to tap into equity markets or others sorts of funding in 2025. Et voilà, problem solved... Or not? Our concerns While the EBITDA-level guidance adds up under these assumptions, we have serious doubts about the feasibility and 'doability' of the plan. The guidance does not provide enough details and feels to us more like wishful thinking and reverse-engineering the numbers for the capital markets audience, rather than a bottom-up calculation. These are our particular concerns: 2023 fulfillment costs, Jumia's second biggest cost bucket, has been unaddressed. What worries us in particular is the drop of only 6% in fulfillment costs on a constant-currency-basis in Q4 2022 - considering that orders declined by 12%, it looks like Jumia's fulfillment costs per order actually went up in constant currency terms. However, in order to hit the full year guidance, Jumia heavily relies on a decrease of fulfillment costs by around 1/3, according to our estimates. Given the assumed 10% drop in GMV, costs per order would have to drop by 20% for the equation to balance. Secondly, as per Dufay's earnings call remark, Jumia wants to expand outside of big cities, which is likely going to increase average fulfillment costs per order due to the abysmal African infrastructure and high logistics costs for overground transport. We are scratching our heads as to how Jumia wants to achieve costs savings given all the information. Sales and marketing costs need to drop to around 3% of GMV by Q4 2023, which implies cutting those costs to 1/2 compared to Q4 2022, after it already declined from 9% of GMV in Q4 2021. The company would be effectively cutting S&A costs by 2/3 over a span of 2 years. While this cost category is fully under management's control, we have worries about the potential negative impact on GMV, given the high reliance of growing e-commerce companies on performance traffic and acquisition of new customers. The company is already facing significant macro headwinds while also shrinking its service offering, so reducing marketing spend may form another drag on customer acquisition and thus GMV growth and gross profits despite's managements assurances that hitherto marketing efforts were to a degree wasteful.Seeking Alpha • Feb 16
Jumia Technologies AG reports Q4 results; issues FY23 guidance
Jumia Technologies AG press release (NYSE:JMIA): Q4 Revenue of $66.5M (+7.3% Y/Y). In the fourth quarter of 2022, operating loss decreased by 41% Y/Y, reaching $49.8M and Adjusted EBITDA loss decreased by 30% year-over-year, reaching $49.2M. GMV was $283.1 million, down 14% year-over-year and flat on a constant currency basis. Quarterly Active Consumers amounted to 3.2 million for the fourth quarter of 2022, down 15% year-over-year. FY2023 Adjusted EBITDA loss expected to decrease by up to 50% vs FY2022. "We expect a sharp reduction in Adjusted EBITDA loss from $207 million in FY2022 down to $100-120 million in FY2023," commented Francis Dufay, CEO of JumiaSeeking Alpha • Feb 07
Jumia Technologies Breathes A New Life
Summary Despite the growth of e-commerce sites, JMIA had a terrible year marked by massive losses and a precipitous drop in stock price. The new management under the interim CEO has come up with a plan that will be viable to turn things around. The inflationary pressure in the global economy is a significant threat to their dream, and it will be a while before they achieve their goal, even if the strategy works. Investment Thesis Jumia Technologies (JMIA) runs an e-commerce platform in the West, North, East, South Africa, Europe, the UAE, and globally. After the initial wave of lockdowns caused by COVID-19, online shopping became a worldwide phenomenon. Due to the difficulty of reaching their clients in person, many stores found that selling online was their only option, hastening the rise of e-commerce. Despite the growth of e-commerce sites, JMIA had a terrible year marked by huge losses and a precipitous drop in stock price. Its stock price has tumbled by 45 percent in the past 12 months. The significant cash burn and what I'd term poor management are likely to blame for the terrible results. As a result of the company's poor showing, new leadership was installed, and the new CEO's top priority was increasing profits. It appears he has a well-thought-out strategy to increase the company's profits. While I have faith in the plan's eventual success, I think it will be quite some time before the firm realizes its goal. Cash Burn The company's 12-month cash burn was US$264 million in September 2022. Therefore, starting in September 2022, it had a financial runway of about 13 months. Analysts expect Jumia Technologies to achieve cash flow breakeven in three years. That means the corporation will either need to raise capital or slow its cash outflow. To show how significant this cash burn is, consider that the $264M is more than the company's highest annual revenue since 2017, which was $179.54M in 2020. Profitability Its significant cash outflow has resulted in dismal profitability for the business. The company's F-grade in profitability is based on the fact that, aside from its gross profit margin, all other profitability measures are substantially below the industry median. Seeking Alpha When looking at the company's substantial loss margins, it is easy to see why the new CEO has made it a top priority to turn the company around and make a profit. Management Change: A New Dawn? After a terrible performance, JMIA changed its top management, with Francis Dufay becoming the acting CEO. During the Q3 2022 transcript call, the new CEO emphasized profitability as a top priority and outlined detailed strategies for achieving this goal. Below is a brief biography of the new CEO before we get to the detailed plan to increase profits. Francis Dufay: Competence and Experience Since November 2022, Mr. Francis Dufay has been a member of the Management Board at Jumia Technologies AG and acting as its CEO since November 7, 2022. He has been CEO of Jumia Ivory Coast at Jumia Group Limited since April 2014 and was most recently EVP of Africa. Prior to joining Jumia, he worked for McKinsey & Company in Brussels, Belgium, from 2009 until 2014. During that time, he oversaw initiatives in Europe and Sub-Saharan Africa related to online shopping and retail and government and economic growth. He has an MBA in Marketing from Northwestern University [UK] - Kellogg School of Management, a master's in management from the Community of European Management Schools [CEMS] Masters in Management, and an MSc from HEC Paris Business School (France). Takeaways from His Bio Looking at his bio, a few major highlights pose optimism about his capability to turn things around. Below are my takeaway points from his bio: Competence: Francis is highly qualified, and I am confident he is the ideal candidate for this role due to his relevant academic qualifications in the industry in which Jumia works. Experience: Francis has worked in the field in various roles and locales, giving him a wealth of expertise that will serve him well in his current capacity. His exposure to other cultures also bodes well for the success of his endeavors. Profound familiarity with the company: He has more of a grasp on the company's inner workings now that he has worked here for some time. He understands its institutional makeup, cultural norms, and workings. It will be easier for him to turn things around than for someone new to the firm, who would have to learn and adapt to the company's way of doing things because he knows how the company has transitioned and evolved to where it is. CEO'S Roadmap To Profitability The interim CEO set forth a comprehensive strategy to improve financial performance. His strategy is outlined in the call's transcript for the third quarter of 2022. The path to profitability encompasses usage growth, cost discipline, monetization, and the development of JumiaPay.Aktionärsrenditen
| JMIA | US Multiline Retail | US Markt | |
|---|---|---|---|
| 7D | 9.0% | -1.9% | 1.0% |
| 1Y | -14.2% | 10.3% | 18.4% |
Rendite im Vergleich zur Industrie: JMIA unter dem Niveau der Branche US Multiline Retail , die im vergangenen Jahr eine Rendite von 10.3% erzielte.
Rendite vs. Markt: JMIA hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 18.4 erzielte.
Preisvolatilität
| JMIA volatility | |
|---|---|
| JMIA Average Weekly Movement | 8.2% |
| Multiline Retail Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: JMIA hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: JMIADie wöchentliche Volatilität (8%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2012 | 1,980 | Francis Dufay | group.jumia.com |
Die Jumia Technologies AG betreibt eine E-Commerce-Plattform in Westafrika, Nordafrika, Ost- und Südafrika, Europa, den Vereinigten Arabischen Emiraten und international. Die Plattform des Unternehmens besteht aus einem Marktplatz, der Verkäufer mit Kunden verbindet; einem Logistikdienst, der den Versand und die Lieferung von Paketen von Verkäufern an Verbraucher ermöglicht; und einem Zahlungsdienst mit seinem Netzwerk von lizenzierten Zahlungsdienstleistern und anderen Partnern, der Transaktionen für Teilnehmer, die auf der Plattform des Unternehmens in ausgewählten Märkten unter dem Namen Jumia aktiv sind, erleichtert. Der Marktplatz bietet verschiedene Produkte in einer Reihe von Kategorien an, darunter Telefone, Elektronik, Haus und Wohnen, Mode, Schönheit und schnelldrehende Konsumgüter.
Jumia Technologies AG's Grundlagenzusammenfassung
| JMIA grundlegende Statistiken | |
|---|---|
| Marktanteil | US$719.58m |
| Gewinn(TTM) | -US$62.57m |
| Umsatz(TTM) | US$203.23m |
3.9x
Kurs-Umsatz-Verhältnis-12.7x
Kurs-Gewinn-Verhältnis Ist JMIA zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| JMIA Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$0 |
| Kosten der Einnahmen | US$0 |
| Bruttogewinn | US$0 |
| Sonstige Ausgaben | US$0 |
| Gewinn | US$0 |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | -0.51 |
| Bruttomarge | 54.75% |
| Nettogewinnspanne | -30.79% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich JMIA auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/12 12:22 |
| Aktienkurs zum Tagesende | 2026/08/12 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Jumia Technologies AG wird von 12 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Nirgunan Tiruchelvam | Aletheia Analyst Network Limited |
| Yanfang Jiang | Benchmark Company |
| James Bass | Berenberg |