Understanding the Market | EAST BUY once surged 20%! From the beginning of July to now, it has accumulated a rise of over 3 times
EAST BUY once surged by 20%, and the cumulative increase has exceeded 300% since early July. On the news front, EAST BUY will release its full-year results for the fiscal year ending May 31, 2025, on August 22 (Friday). Previously, New Oriental announced its fourth-quarter results for the fiscal year 2025. According to Huaxi Securities' estimates based on the earnings announcement and earnings call, EAST BUY's revenue for the fourth quarter of fiscal year 2025 is expected to be USD 150 million, a year-on-year decline of approximately 30%, with the decline narrowing compared to the previous quarter; Non-GAAP operating profit is approximately RMB 79 million, corresponding to an operating profit margin of about 7%, an increase compared to the previous quarter
According to Zhitong Finance APP, EAST BUY once rose more than 20%, and the cumulative increase since early July has exceeded 300%.
In terms of news, EAST BUY will release its full-year results for the fiscal year ending May 31, 2025, on August 22 (Friday). Previously, New Oriental released its fourth-quarter results for the 2025 fiscal year. According to Huaxi Securities' calculations based on the performance announcement and earnings conference, EAST BUY's revenue for the fourth quarter of the 2025 fiscal year was USD 150 million, a year-on-year decline of approximately 30%, with the decline narrowing quarter-on-quarter; Non-GAAP operating profit was approximately RMB 79 million, corresponding to an operating profit margin of about 7%, an increase quarter-on-quarter.
Guosen Securities stated that the "Sam's Club paradigm" practiced by EAST BUY has attracted market attention. The current consumer market shows characteristics of diversified supply, transparent information, and rational demand. Against this backdrop, companies with high cost-performance products and mature membership systems are increasingly demonstrating competitive advantages. EAST BUY has recently shown marginal improvements in operations, successful expansion into new categories, and improved quality of self-operated business growth. The firm believes that the marginal improvement in EAST BUY's operations is a testament to the growth logic of this type of enterprise
