Jumia Shares Plunge After Q4 EPS Miss and 34% Revenue Growth
Jumia reported Q4 EPS loss of $0.08 missing the $0.05 loss consensus while revenue rose 34% year-over-year to $61.4M, slightly above estimates. GMV jumped 36% to $279.5M, operating loss narrowed to $10.6M, liquidity stood at $77.8M and 2026 guidance targets 27–32% GMV growth.
1. Q4 Financial Performance
Jumia reported a fourth-quarter EPS loss of $0.08 versus the consensus loss of $0.05, while generating revenue of $61.395 million compared with estimates of $60.657 million, marking a 34% increase from $45.7 million a year earlier.
2. Operational Improvements
The company’s gross merchandise value rose 36% to $279.5 million, operating loss improved to $10.6 million and adjusted EBITDA loss narrowed to $7.3 million, with net cash used in operating activities falling to $1.7 million from $26.5 million a year ago.
3. Liquidity Position
Jumia ended the quarter with $77.8 million of liquidity, underscoring reduced cash burn and stronger financial flexibility heading into 2026.
4. 2026 Guidance and Market Reaction
Management forecasts 27–32% GMV growth and an adjusted EBITDA loss of $25–30 million for 2026, aiming for breakeven in Q4 2026 and full-year profitability in 2027, while shares declined over 16% on the earnings shortfall.