Jumia Technologies

JMIA

Market cap $1.52B

Jumia is leveraging its logistics network and local expertise to build a defensible e-commerce and fintech moat across Africa. Strategic pivots—focusing on affordable products, pickup stations, and core markets—have driven improved unit economics, customer retention, and cost reductions. Financial performance is accelerating: Q3 2025 revenue grew 25% YoY, fulfillment costs fell, and EBITDA losses narrowed, with management targeting profitability by 2027.

Investment strategist Shay Boloor has outlined ten sub-$10 billion market-cap companies he believes are positioned to benefit from powerful long-term trends heading into 2026.

Physical goods orders increased by 30% year-over-year for the Two Months Ended November 30, 2025 Physical goods GMV increased by 35% year-over-year for the Two Months Ended November 30, 2025; excluding corporate sales, physical goods GMV grew 41% year-over-year Nigeria continued to perform strongly for the Two Months Ended November 30, 2025, with physical goods orders up 28% and physical goods GMV up 45% year-over-year LAOS, NIGERIA / ACCESS Newswire / December 10, 2025 / Today, Jumia Technologies AG (NYSE:JMIA) ("Jumia", the "Company") announced preliminary unaudited results for selected KPIs for the two months ended November 30, 2025, reflecting strong growth across key operational metrics and a successful Black Friday event, which spanned October 31 to November 30, 2025. Preliminary Usage KPIs For Two Months Ended November 30, 2025: All reported KPIs, including orders and GMV, are for physical goods and exclude results from South Africa and Tunisia, which Jumia exited in late 2024.

Jumia delivered strong growth in the third quarter and narrowing losses. The company also gave longer-term 2030 targets at its Investor Day.

Jumia Technologies (JMIA) is executing a turnaround, reaching an inflection point with strong Q3 2025 growth and a clear 2030 roadmap. JMIA targets $2.5B–$3B GMV by 2030, 20%+ adjusted EBITDA margin, and self-funded growth, driven by scaling, monetization, and cost efficiencies. Recent investments from Axian Telecom and Pleasant Lake Partners support JMIA's long-term vision, while partnerships like Starlink offer future upside.

Jumia Technologies AG, the "Amazon for Africa," has surged 207% in six months, outpacing the S&P 500 significantly. JMIA's fundamentals are improving: revenue grew 25%, first-party sales jumped 54%, and cost efficiencies are driving down fulfillment expenses per order. Despite growth, JMIA trades at over 6x sales with negative EBITDA and limited cash, making its valuation appear fully priced after the recent rally.

Jumia Technologies AG ( JMIA ) Q3 2025 Earnings Call November 12, 2025 8:30 AM EST Company Participants Ignatius Njoku Francis Dufay - CEO & Member of Management Board Antoine Maillet-Mezeray - Executive VP of Finance & Operations and Member of Management Board Conference Call Participants Tracy Kivunyu Bradley Erickson - RBC Capital Markets, Research Division Yanfang Jiang - The Benchmark Company, LLC, Research Division Presentation Operator Good morning, ladies and gentlemen, and thank you for standing by. Welcome to Jumia's Results Conference Call for the Third Quarter of 2025.

Jumia Delivers 25% Revenue Growth And 21% GMV Growth; Accelerating Usage Growth And Progress in Operational Efficiency LAGOS, NG / ACCESS Newswire / November 12, 2025 / Jumia Technologies AG (NYSE:JMIA) ("Jumia" or the "Company") announced today its financial results for the third quarter ended September 30, 2025. Financial highlights for the third quarter 2025 Revenue of $45.6 million compared to $36.4 million in the third quarter of 2024, up 25% year-over-year, and up 22% in constant currency.

NEW YORK , Oct. 28, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of Jumia Technologies AG ("Jumia" or the "Company") (NYSE: JMIA). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.

NEW YORK , Oct. 23, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  Jumia Technologies AG ("Jumia" or the "Company") (NYSE: JMIA). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext.