东方甄选近日发布与辉同行剥离后的首份完整财年业绩。在2025年6月至2026年5月的财年内，公司营收达到57.01亿元，同比增长29.8%；剔除与辉同行影响后同比增长幅度进一步扩大至36.3%1。更为显著的是，经营利润实现了从前一财年的亏损1.1亿元到盈利6.63亿元的转变，经营利润率也从-2.5%上升至11.6%1。净利润则从619万元增至5.44亿元1。商品交易总额（GMV）达到102亿元，剔除与辉同行影响后同比增长36.4%1。
财报期间，东方甄选经历了显著的人事调整。2026年4月25日，明明、天权、中灿和林林四名核心主播同日宣布离职1。与此同时，公司主播团队实现了扩张，从2025年12月的二十余位发展至八十余人，计划在2026年底扩充至100人以上1。业务端，自营产品收入由35.23亿元增至48.39亿元，同比增长37.4%1。为加强团队稳定性，公司2026年4月向302名员工授予了新一期股权激励，2027财年股份支付费用预计可能增至约2.8亿元1。
Oriental Selection released its first complete financial year results following the separation from Huihui Tongxing.1 For the fiscal year from June 2025 to May 2026, the company achieved revenue of 57.01 billion yuan, representing year-over-year growth of 29.8%, or 36.3% when excluding the impact of the Huihui Tongxing separation.1
The company reversed its operating performance, with operating profit swinging from a loss of 1.1 billion yuan in the previous fiscal year to a profit of 6.63 billion yuan, translating to an operating margin improvement from negative 2.5% to 11.6%.1 Net profit surged to 544 million yuan from 6.19 million yuan in the prior period.1 Merchandise transaction volume reached 102 billion yuan, up 36.4% year-over-year excluding the separation's impact.1 Revenue from self-operated products climbed to 48.39 billion yuan from 35.23 billion yuan, a 37.4% increase.1
The turnaround occurred amid significant personnel transitions. On April 25, 2026, four core hosts—Mingming, Tianquan, Zhongcan, and Linlin—announced their departures on the same day.1 Despite these losses, the broadcasting team expanded from approximately twenty members in December 2025 to over eighty people, with plans to exceed 100 staff by the end of 2026.1 The company granted equity incentives to 302 employees in April 2026, with share-based payment expenses projected to reach approximately 2.8 billion yuan in the 2027 fiscal year.1
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