Yami / ecommerce diligence
Yami 店铺投资分析
覆盖2025年11月至2026年6月（8个月）数据，销售放量仍未扭亏，贡献利润持续为负。
基于 `yamiv2/` 逐月结算表与商品Average Cost计算；后期月份成本匹配可能不完整，当前亏损可能被低估。
结论: 当前不适合投资
有效期销售额
$45,560
区间: 2025年11月 → 2026年6月
累计贡献利润
$-10,530
Cost coverage 97.1%
加权贡献利润率
-23.1%
Y/Y sales change (bookend): 563.9%
正向贡献月份
0/8
2026年前6月正贡献SKU销售占比: 22.0%
商品中位真实毛利率
-2.0%
60 / 107 个SKU低于零
投资委员会摘要
经营表现
$45,560
8 个月 | $5,695.0 月均
累计贡献利润
$-10,530
2025年11月 -> 2026年6月
正向贡献月份
0/8
2026年前6月正贡献SKU销售占比: 22.0%
需求与经营动能
| 月份 | 订单数 | 销售额 | 佣金 | 履约费 | 贡献利润 | 贡献率 |
|---|
| - | - | - | - | - | - | - |
| - | - | - | - | - | - | - |
| - | - | - | - | - | - | - |
| - | - | - | - | - | - | - |
| - | - | - | - | - | - | - |
| - | - | - | - | - | - | - |
| - | - | - | - | - | - | - |
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SKU表现：盈利组与亏损组（2026年1-6月）
| SKU | 商品 | 销售额 | 件数 | 贡献利润 | 毛利率 | 活跃月数 |
|---|
| 5149085891 | Sticky Thumb Sweet Glutinous Corn 500g | $2,948 | 276.0 | $-2,322 | -83.9% | 5 |
| 5148130781 | Authentic Guizhou Charred Chili Dipping | $2,363 | 301.0 | $-1,029 | -44.2% | 6 |
| 5148130791 | Authentic Guizhou Charred Chili Dipping | $2,076 | 264.0 | $-900 | -43.7% | 6 |
| 5149085881 | Bamboo Leaf Yellow Cake(350g) | $3,132 | 469.0 | $-872 | -26.8% | 6 |
| 5148130801 | Guizhou Mountain-Grown Soybean, Naturall | $2,501 | 333.0 | $-730 | -29.6% | 6 |
| 5148124311 | Dried beef mushroom sauce (92g) | $669 | 70.0 | $-529 | -61.9% | 6 |
| 5148130771 | Guizhou Red Sour Soup Base, 180-Day Natu | $1,508 | 273.0 | $-486 | -32.3% | 6 |
| 5148141781 | Yunnan Dehong Specialty Houttuynia Corda | $1,218 | 113.0 | $-404 | -33.0% | 6 |
| 5149090451 | Yunnan Pure Handmade Shiping Bean Curd | $927 | 104.0 | $-398 | -43.9% | 5 |
| 5148124251 | Plain Garlic Dip 50g | $343 | 117.0 | $-334 | -98.8% | 6 |
| SKU | 商品 | 销售额 | 件数 | 贡献利润 | 毛利率 | 活跃月数 |
|---|
| 5148144771 | Authentic Xuanwei Fermented Tofu in Chil | $1,269 | 325.0 | $626 | 49.1% | 6 |
| 5148149881 | Authentic Specialty from Xiazhi, Guizhou | $619 | 62.0 | $421 | 68.0% | 5 |
| 5148161171 | - | $529 | 44.0 | $370 | 70.0% | 4 |
| 5147101691 | Wild Mushroom Mix, Yunnan Style (Termito | $447 | 73.0 | $270 | 63.1% | 6 |
| 5156021731 | - | $342 | 19.0 | $217 | 63.6% | 2 |
| 5148161441 | - | $303 | 23.0 | $215 | 71.2% | 4 |
| 5017150491 | Authentic Yunnan Luliang Specialty Spicy | $284 | 50.0 | $167 | 58.9% | 6 |
| 5019348671 | Ready-to-Eat Chestnut Kernels, Low-Fat & | $243 | 27.0 | $162 | 66.7% | 4 |
| 5156021761 | - | $191 | 11.0 | $139 | 73.1% | 2 |
| 5148129071 | Hometown of a General, Land of Tofu - Fl | $2,068 | 292.0 | $136 | 8.9% | 5 |
SKU库存敞口
| SKU | 商品 | 库存 | 平均成本 | 库存成本 | 真实毛利率 |
|---|
| 5148121981 | Yunnan Origin White Truffle Sauce (92g) | 91.0 | 16.0 | $1,456 | 4.0% |
| 5148121931 | Yunnan Origin Black Truffle Sauce (92g) | 80.0 | 16.0 | $1,280 | 9.0% |
| 5148124331 | Tricholoma matsutake(92g) | 79.0 | 16.0 | $1,264 | -1.0% |
| 5148121991 | Yunnan Origin Black Truffle Sauce (92g) | 77.0 | 16.0 | $1,232 | -1.0% |
| 5148124311 | Dried beef mushroom sauce (92g) | 71.0 | 14.0 | $994 | 5.0% |
| 5148141891 | Yunnan Dehong Specialty Shrimp Sauce 380g | 48.0 | 19.0 | $912 | -1.0% |
| 5149085881 | Bamboo Leaf Yellow Cake(350g) | 152.0 | 6.00 | $912 | -11.0% |
| 5148129081 | Hometown of a General, Land of Tofu - Flavor | 1,379 | 0.60 | $827 | -38.0% |
| 5148141801 | Yunnan Dehong Specialty Garlic Oil Seasoning | 66.0 | 12.0 | $792 | -2.0% |
| 5148141811 | Yunnan Dehong Specialty Peanut Seasoning Sau | 60.0 | 12.0 | $720 | -2.0% |