Analysis of the quarterly figures for $JMIA (+0%) - Q2 2025 (period until June 30, 2025)

1. turnover & growth

Revenue rose to USD 45.6 million in the second quarter of 2025, which corresponds to an impressive increase of 25 % compared to Q2 2024 (or +22 % at constant exchange rates).

Gross Merchandise Volume (GMV) reached USD 180.2 million, which is +6 % (or +5 % in constant FX). Excluding the South African and Tunisian markets, GMV for physical goods grew by 10 % .

2. profitability & losses

The operating loss was reduced to USD 16.5 million, a decrease of 18 % compared to the previous year (or -21 % in constant FX).

Adjusted EBITDA loss decreased to USD 13.6m (-17% YoY or -19% in constant FX) .

The pre-tax loss amounted to USD 16.3 million, an improvement of 28 % compared to the previous year (-17 % in constant FX).

3. cash position & liquidity

Jumia has a liquidity position of USD 98.3 million, which has decreased by USD -12.4 million compared to Q1 2025 (in Q2 2024 it was only USD -8.7 million; compared to Q1 2025 with USD -23.2 million) .

At USD -12.7 million, operating cash flow was significantly more positive than in the first quarter (USD -21.2 million) and also better than Q2 2024 (USD -8.4 million), supported by a strong working capital contribution of USD +4.1 million.

4. key operating figures & market trends

Number of orders grew by 18% YoY, while active quarterly customers increased by 13

In Nigeria in Q2: orders increased by 25 %, GMV even increased by 36 % .

Sales of international items (cross-border) grew by 36 % YoY .

5. outlook & guidance

The Executive Board raised the forecast for the full year 2025:

Orders for physical goods to grow 25-30% YoY (previously 20-25%).

GMV is now expected to grow by 15-20% (previously 10-15%).

Expected pre-tax loss narrowed to USD -45 million to USD -50 million (previously USD -50 million to USD -55 million).

Long-term: break-even (before taxes) targeted in Q4 2026; full profitability planned for 2027 .

Conclusion and why I $JMIA (+0%) continue to buy

The company is delivering remarkable sales and GMV growth rates - especially in the core physical goods business.

Nigeria stands out as a strong growth driver, and cross-border sales are also booming.

The increased efficiency is reflected in falling losses, improved operating cash flow and a fuller liquidity base.

Strategy & future prospects:

The raised outlook for 2025 signals confidence in growth power and operational discipline.

The clearly communicated targets - break-even at the end of 2026, profitability in 2027 - create transparency for investors.

There are also other aspects such as the use of AI, etc.

🚀💎🦍$JMIA

In the last few days $JMIA (+0%) seems to have ignited the turbo - double-digit daily gains have almost become a habit. The reason: after months of sideways movement and a sharp cut in costs, the market is beginning to see the potential again.

The company is benefiting from growing e-commerce demand in Africa, improved margins and rising sales per customer. At the same time, the valuation - measured in terms of potential growth - is still in the lower range. For investors, this means that despite the recent rally, the entry price is attractive by historical standards. If you take a long-term view, you are more likely to see the beginning of a movement here than the end.

I buy after 🦍💎🚀

I. HAVE. IT. YOU. TOLD.

JUMIA +30%!!! 🎉📈💥 $$JMIA (+0%)

And what did I write before? An explosion of +20 to +30% is possible and realistic - and that's exactly what's happened now!!! I'm completely freaking out!!! 😂🔥

Everyone doubted, everyone laughed... but today I'm laughing.

I bought when others were still hesitating - and now it's CHEAP!!! 💰💰💰

I swear, I need some oxygen - Jumia has officially set my portfolio on fire today!!!

AFRICA BOOMS and Jumia is the king of e-commerce - anyone who doesn't wake up now is beyond help!!! 🦁🌍

#JUMIA #BOOOM #30Percent #GetQuin #ECommerceKing

Today is big numbers day at Jumia $JMIA (+0%) - and I am extremely excited. The company has recently worked hard on operational efficiency, cut costs significantly and focused on its highest-margin markets. If this is reflected in the figures today, a real rally could start.

The share is extremely small, volatile and under the radar - this offers enormous potential for surprises. Should Jumia surprise positively in terms of sales growth or cash flow, share price reactions of +20 to +30 % are absolutely realistic.

I am positioned and ready for the bang. 📊🔥

Who else is in or buying the potential breakout?

$JMIA (+0%) has now stepped on the gas again after bottoming out (€1.50) and is now over €4. I am convinced that the journey will continue and that we will soon see a 2-digit price (again) 🚀 Congratulations to everyone who got in 🎯🎉🎉🎉🎉

In recent months, Jumia $JMIA (+0%) Technologies (JMIA) has made an impressive recovery from its lows - and this is no coincidence. The African e-commerce company has undergone a fundamental transformation that not only justifies the current rally, but also opens up the potential for a massive re-rating over the next two years.

1. focus on profitability instead of growth mania

After Jumia $JMIA (+0%) had been struggling with losses for years, the business model was fundamentally revised. The new strategy: reduce costs, expand high-margin segments and close unprofitable business areas. For several quarters in a row, Jumia was able to $JMIA (+0%) was able to significantly reduce its operating losses - a trend that gives investors hope for profitability in the near future.

2 Africa as the growth market of the future

While the major e-commerce markets in the USA, Europe and China are already heavily penetrated, Africa is at the beginning of its digital transformation. The smartphone is the key to the digital economy there. Jumia is excellently positioned to benefit as a first mover from the huge growth potential in Africa - with over 1.4 billion people, a market that has barely been tapped into.

3. improved logistics and partnerships

Jumia $JMIA (+0%) is making targeted investments in its logistics infrastructure and at the same time entering into strategic partnerships with local companies. This allows the delivery service to be extended to remote regions, which increases customer satisfaction and loyalty - a decisive competitive advantage.

4. market psychology & short squeeze potential

The share was heavily short-sold for a long time. However, with the operational recovery and positive newsflow, a rethink is beginning. A short squeeze is possible if further positive quarterly figures are released. Institutional investors are returning, while retail traders are rediscovering the story.

5. valuation remains attractive

Despite the price rally, Jumia $JMIA (+0%) remains significantly undervalued in terms of the addressable market, future cash flow potential and the platform multiple. With continued operational improvement, the share price could multiply in the next two years - and at a fraction of the valuation of comparable international platforms.

I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:

5,000 € - Jumia $JMIA (+0%)

Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.

7,500 € - AMD $AMD (-2,39%)

AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.

2.500 € - PayPal $PYPL (-0,82%)

Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.

5,000 € - Airbus $AIR (+1,52%)

Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.

Conclusion:

I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.

What do you think - would you weight differently or do you have a position in one of these stocks yourself?

The e-commerce sector is currently showing strong bullish signals - with three exciting stocks in particular: Jumia, Shopify and Amazon.

$AMZN (-0,55%) Amazon has impressed with strong Q1 figures. The cloud division AWS is growing dynamically again, the advertising business is booming and the AI hype is providing an additional tailwind. The Group is more profitable than ever in operational terms, which should further boost the share price.

$SHOP (-2,64%) Shopify is benefiting massively from the trend towards the digitalization of retail. Following the successful restructuring in 2023, the company is now once again showing accelerated sales growth and solid margins. Particularly exciting: the Shop Pay network is increasingly becoming a real competitor to Apple's payment system.

$JMIA (+0%) Jumia, on the other hand, is the real underdog with moonshot potential: the "Amazon of Africa" has massively streamlined its cost structure, focused on profitable growth and stabilized its operating business. The continent is at the beginning of an e-commerce revolution - which is exactly where $JMIA (+0%) Jumia is perfectly positioned. The valuation is currently historically low, while the potential is huge.

A x10 in the summer? Sounds crazy - but is not unrealistic for microcaps with a structural tailwind. $Jumia could explode with just a few positive news (e.g. strategic partnership, turnaround figures or political impetus). Those who get in early could enjoy exponential gains in the summer.

Conclusion: $JMIA (+0%)
$AMZN (-0,55%) and $SHOP (-2,64%) are the solid performers in e-commerce - but $JMIA (+0%) is the speculative high-flyer to keep on your radar.

What a comeback! The Jumia $JMIA (+0%) -share, often referred to as the Amazon $AMZN (-0,55%) of Africa, posted an impressive +20 % yesterday - and has already gained well over 10 % today. And that's just the beginning!

After a long dry spell, Jumia $JMIA (+0%) is now turning on the turbo. With growing digitalization, booming e-commerce in Africa and a company that is perfectly positioned, now is the time for vision to become reality. The market fantasy is back - and with it the investors!

If you don't get in now, you may miss out on one of the most exciting rebound stories of the next few years. The recovery rally is underway - and it's going to be crazy!

To the moon? Jumia $JMIA (+0%) is ready. Are you ready too?

1. jumia $JMIA (+0%) - Long-term potential in the African e-commerce market, currently heavily undervalued with a turnaround opportunity.

2. Celsius Holdings $CELH - Fast-growing company in the energy drinks segment with solid fundamentals and expansion plans.

3. AMD $AMD (-2,39%) - Attractive valuation compared to competitors, good positioning in the CPU and GPU market, especially with regard to AI and data centers.

Interesting long-term opportunities with increased risk - diversification nevertheless remains important.