Vipshop Holdings（VIPS N）株式概要Vipshop Holdings Limitedは中華人民共和国でオンラインプラットフォームを運営している。 詳細VIPS N ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性5/6配当金3/6報酬当社が推定した公正価値より54.9%で取引されている 過去5年間の収益は年間7.5%増加しました。 リスク分析今後3年間の収益は年平均1.5%減少すると予測されている。 株式の流動性は非常に低い すべてのリスクチェックを見るVIPS N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW476,935 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA476,935 investors already sharing narrativesYour Fair ValueMex$Current PriceMex$235.0049.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0114b2016201920222025202620282031Revenue CN¥113.3bEarnings CN¥8.0bAdvancedSet Fair ValueView all narrativesVipshop Holdings Limited 競合他社El Puerto de Liverpool. deSymbol: BMV:LIVEPOL C-1Market cap: Mex$137.5bGrupo Palacio de Hierro. deSymbol: BMV:GPH 1Market cap: Mex$15.9bGrupo Gigante S. A. B. de C. VSymbol: BMV:GIGANTE *Market cap: Mex$30.3bCanadian Tire CorporationSymbol: TSX:CTC.AMarket cap: CA$10.4b価格と性能株価の高値、安値、推移の概要Vipshop Holdings過去の株価現在の株価US$235.0052週高値US$351.0052週安値US$235.00ベータ0.661ヶ月の変化0%3ヶ月変化n/a1年変化n/a3年間の変化-24.19%5年間の変化-12.96%IPOからの変化-27.51%最新ニュースNew Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.お知らせ • May 23Vipshop Holdings Limited Provides Earnings Guidance for the Second Quarter of 2026Vipshop Holdings Limited provided earnings guidance for the second quarter of 2026. For the period, the company expects total net revenues to be between RMB24.5 billion and RMB25.8 billion, representing a year-over-year decrease of approximately 5% to 0%.Reported Earnings • May 22First quarter 2026 earnings released: EPS: CN¥4.60 (vs CN¥3.78 in 1Q 2025)First quarter 2026 results: EPS: CN¥4.60 (up from CN¥3.78 in 1Q 2025). Revenue: CN¥26.6b (up 1.2% from 1Q 2025). Net income: CN¥2.21b (up 14% from 1Q 2025). Profit margin: 8.3% (up from 7.4% in 1Q 2025). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 11Vipshop Holdings Limited to Report Q1, 2026 Results on May 21, 2026Vipshop Holdings Limited announced that they will report Q1, 2026 results Pre-Market on May 21, 2026お知らせ • Feb 26+ 1 more updateVipshop Holdings Limited Declares Annual Cash Dividend for the Fiscal Year 2025, Payable on April 24, 2026Vipshop Holdings Limited's board of directors has approved and declared an annual cash dividend for fiscal year 2025 in the amount of USD 3.10 per ordinary share, or USD 0.62 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 10, 2026. The payment date is expected to be on April 24, 2026. Holders of the Company's ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.最新情報をもっと見るRecent updatesNew Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.お知らせ • May 23Vipshop Holdings Limited Provides Earnings Guidance for the Second Quarter of 2026Vipshop Holdings Limited provided earnings guidance for the second quarter of 2026. For the period, the company expects total net revenues to be between RMB24.5 billion and RMB25.8 billion, representing a year-over-year decrease of approximately 5% to 0%.Reported Earnings • May 22First quarter 2026 earnings released: EPS: CN¥4.60 (vs CN¥3.78 in 1Q 2025)First quarter 2026 results: EPS: CN¥4.60 (up from CN¥3.78 in 1Q 2025). Revenue: CN¥26.6b (up 1.2% from 1Q 2025). Net income: CN¥2.21b (up 14% from 1Q 2025). Profit margin: 8.3% (up from 7.4% in 1Q 2025). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 11Vipshop Holdings Limited to Report Q1, 2026 Results on May 21, 2026Vipshop Holdings Limited announced that they will report Q1, 2026 results Pre-Market on May 21, 2026お知らせ • Feb 26+ 1 more updateVipshop Holdings Limited Declares Annual Cash Dividend for the Fiscal Year 2025, Payable on April 24, 2026Vipshop Holdings Limited's board of directors has approved and declared an annual cash dividend for fiscal year 2025 in the amount of USD 3.10 per ordinary share, or USD 0.62 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 10, 2026. The payment date is expected to be on April 24, 2026. Holders of the Company's ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.お知らせ • Feb 13Vipshop Holdings Limited to Report Q4, 2025 Results on Feb 26, 2026Vipshop Holdings Limited announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026Reported Earnings • Nov 25Third quarter 2025 earnings released: EPS: CN¥2.48 (vs CN¥2.00 in 3Q 2024)Third quarter 2025 results: EPS: CN¥2.48 (up from CN¥2.00 in 3Q 2024). Revenue: CN¥21.4b (up 3.4% from 3Q 2024). Net income: CN¥1.22b (up 17% from 3Q 2024). Profit margin: 5.7% (up from 5.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Nov 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 20Vipshop Holdings Limited Provides Earnings Guidance for the Fourth Quarter 2025Vipshop Holdings Limited provided earnings guidance for the fourth quarter 2025. For the fourth quarter of 2025, the Company expects its total net revenues to be between RMB33.2 billion and RMB34.9 billion, representing a year-over-year increase of approximately 0% to 5%.お知らせ • Nov 13Vipshop Holdings Limited, Annual General Meeting, Dec 05, 2025Vipshop Holdings Limited, Annual General Meeting, Dec 05, 2025, at 11:00 China Standard Time. Location: 128 dingxin road, haizhu district, 510220., guangzhou Chinaお知らせ • Nov 10Vipshop Holdings Limited to Report Q3, 2025 Results on Nov 20, 2025Vipshop Holdings Limited announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025Board Change • Oct 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 14Vipshop Holdings Limited Provides Earnings Guidance for the Third Quarter of 2025Vipshop Holdings Limited provided earnings guidance for the third quarter of 2025. For the third quarter of 2025, the company expects its total net revenues to be between RMB 20.7 billion and RMB 21.7 billion, representing a year-over-year increase of approximately 0% to 5%. These forecasts reflect the company's current and preliminary view on the market and operational conditions, which is subject to change.お知らせ • Aug 04Vipshop Holdings Limited to Report Q2, 2025 Results on Aug 14, 2025Vipshop Holdings Limited announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025Board Change • Jul 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jun 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 20Vipshop Holdings Limited Provides Revenue Guidance for the Second Quarter of 2025Vipshop Holdings Limited provided revenue guidance for the second quarter of 2025. For the second quarter of 2025, the Company expects its total net revenues to be between RMB 25.5 billion and RMB 26.9 billion, representing a year-over-year decrease of approximately 5% to 0%.お知らせ • May 12Vipshop Holdings Limited to Report Q1, 2025 Results on May 20, 2025Vipshop Holdings Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 20, 2025Board Change • Feb 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 21+ 1 more updateVipshop Holdings Limited Declares Annual Cash Dividend for the Fiscal Year 2024, Payable on April 25, 2025Vipshop Holdings Limited has approved and declared an annual cash dividend for fiscal year 2024 in the amount of USD 2.40 per ordinary share, or USD 0.48 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 11, 2025. The payment date is expected to be on April 25, 2025. Holders of the Company's ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.お知らせ • Feb 11Vipshop Holdings Limited to Report Q4, 2024 Results on Feb 21, 2025Vipshop Holdings Limited announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025Board Change • Jan 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: CN¥2.00 (vs CN¥2.23 in 3Q 2023)Third quarter 2024 results: EPS: CN¥2.00 (down from CN¥2.23 in 3Q 2023). Revenue: CN¥20.7b (down 9.2% from 3Q 2023). Net income: CN¥1.05b (down 14% from 3Q 2023). Profit margin: 5.1% (down from 5.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 19Vipshop Holdings Limited Provides Earnings Guidance for the Fourth Quarter of 2024Vipshop Holdings Limited provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects its total net revenues to be between RMB 31.2 billion and RMB 32.9 billion, representing a year-over-year decrease of approximately 10% to 5%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.お知らせ • Nov 11Vipshop Holdings Limited to Report Q3, 2024 Results on Nov 19, 2024Vipshop Holdings Limited announced that they will report Q3, 2024 results Pre-Market on Nov 19, 2024お知らせ • Nov 08Vipshop Holdings Limited, Annual General Meeting, Dec 06, 2024Vipshop Holdings Limited, Annual General Meeting, Dec 06, 2024, at 11:00 China Standard Time. Location: 128 dingxin road, haizhu district, guangzhou 510220, ChinaValuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$307, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Multiline Retail industry globally. Total returns to shareholders of 40% over the past three years.お知らせ • Sep 20Vipshop Holdings Limited Announces Change of Chief Technology OfficerMr. Tao Feng, chief technology officer of Vipshop Holdings Limited has tendered his resignation as chief technology officer due to personal reasons and will serve the Company until September 27, 2024. In relation to Mr. Feng's departure, Mr. Mike Li has been appointed as the chief technology officer of the Company, effective September 19, 2024. Mr. Mike Li has extensive experience working in China's internet industry. Prior to joining Vipshop, Mr. Li served as a high-level researcher for the Local Services Group of Alibaba Group Holding Limited from December 2020 to September 2024. Prior to that, he served as a senior technology specialist for the search and recommendation business unit of Alibaba Group from January 2013 to December 2020. Prior to joining Alibaba Group, Mr. Li served as a senior technology director of Asiainfo (China) Software Co. Ltd. from July 2003 to January 2013. Mr. Li received his bachelor's degree in electrical engineering and automation from Changchun University of Technology in 2000. Mr. Li received another bachelor's degree in computer science and technology from Zhejiang University in 2003.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 20+ 1 more updateVipshop Holdings Limited Provides Revenue Guidance for the Third Quarter of 2024Vipshop Holdings Limited provided revenue guidance for the third quarter of 2024. For the quarter, the company expects its total net revenues to be between RMB 20.5 billion and RMB 21.6 billion, representing a year-over-year decrease of approximately 10% to 5%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.お知らせ • Aug 12Vipshop Holdings Limited to Report Q2, 2024 Results on Aug 20, 2024Vipshop Holdings Limited announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 20, 2024Board Change • Aug 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 23First quarter 2024 earnings released: EPS: CN¥4.27 (vs CN¥3.21 in 1Q 2023)First quarter 2024 results: EPS: CN¥4.27 (up from CN¥3.21 in 1Q 2023). Revenue: CN¥27.6b (flat on 1Q 2023). Net income: CN¥2.32b (up 25% from 1Q 2023). Profit margin: 8.4% (up from 6.8% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • May 23Vipshop Holdings Limited Provides Earnings Guidance for the Second Quarter of 2024Vipshop Holdings Limited provided earnings guidance for the second quarter of 2024. For the quarter, the company expects its total net revenues to be between RMB 26.5 billion and RMB 27.9 billion, representing a year-over-year decrease of approximately 5% to 0%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.お知らせ • May 15Vipshop Holdings Limited to Report Q1, 2024 Results on May 22, 2024Vipshop Holdings Limited announced that they will report Q1, 2024 results Pre-Market on May 22, 2024Board Change • May 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: CN¥14.67 (vs CN¥9.90 in FY 2022)Full year 2023 results: EPS: CN¥14.67 (up from CN¥9.90 in FY 2022). Revenue: CN¥112.9b (up 9.4% from FY 2022). Net income: CN¥8.12b (up 29% from FY 2022). Profit margin: 7.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.お知らせ • Feb 29+ 1 more updateVipshop Holdings Limited Declares Dividend for the Fiscal Year 2023, Payable on April 8, 2024Vipshop Holdings Limited announced for the fiscal year of 2023, the board of directors of the Company declared a dividend of USD 2.15 per ordinary share, or USD 0.43 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on March 15, 2024. The aggregate amount of cash dividends to be paid will be approximately USD 250 million, which is expected to be paid on April 8, 2024. Holders of the Company’s ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.Board Change • Feb 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 21Vipshop Holdings Limited to Report Q4, 2023 Results on Feb 28, 2024Vipshop Holdings Limited announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024Board Change • Jan 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Dec 23Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.Buying Opportunity • Nov 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be Mex$339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 5.6% per annum over the same time period.Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: CN¥2.23 (vs CN¥2.73 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.23 (down from CN¥2.73 in 3Q 2022). Revenue: CN¥22.8b (up 5.3% from 3Q 2022). Net income: CN¥1.21b (down 28% from 3Q 2022). Profit margin: 5.3% (down from 7.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Nov 15Vipshop Holdings Limited Provides Earnings Forecast for the Fourth Quarter of 2023Vipshop Holdings Limited provides earnings forecast for the fourth quarter of 2023. For the fourth quarter of 2023, the Company expects its total net revenues to be between RMB 31.8 billion and RMB 33.3 billion, representing a year-over-year increase of approximately 0% to 5%.Board Change • Nov 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Nov 10Vipshop Holdings Limited, Annual General Meeting, Dec 07, 2023Vipshop Holdings Limited, Annual General Meeting, Dec 07, 2023, at 11:00 China Standard Time. Location: 128 Dingxin Road, Haizhu District, Gangzhou Chinaお知らせ • Nov 08Vipshop Holdings Limited to Report Q3, 2023 Results on Nov 14, 2023Vipshop Holdings Limited announced that they will report Q3, 2023 results Pre-Market on Nov 14, 2023Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$300, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$566 per share.Board Change • Sep 26Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Aug 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 19Vipshop Holdings Limited Provides Revenue Guidance for the Third Quarter of 2023Vipshop Holdings Limited provided revenue guidance for the third quarter of 2023. For the third quarter of 2023, the company expects its total net revenues to be between RMB 21.6 billion and RMB 22.7 billion, representing a year-over-year increase of approximately 0% to 5%. These forecasts reflect the company's current and preliminary view on the market and operational conditions, which is subject to change.お知らせ • Aug 08Vipshop Holdings Limited to Report Q2, 2023 Results on Aug 18, 2023Vipshop Holdings Limited announced that they will report Q2, 2023 results Pre-Market on Aug 18, 2023お知らせ • May 24+ 1 more updateVipshop Holdings Limited Announces Chief Financial Officer ChangesVipshop Holdings Limited announced that it has appointed Mr. Mark Wang as its chief financial officer, effective May 24, 2023. Mr. Wang will succeed Mr. David Cui, who has decided to resign from this position for personal reasons. Prior to joining Vipshop, Mr. Wang served as the chief financial officer of Benlai Group, an online fresh grocery player in China, from April 2021 to November 2022. From October 2017 to March 2021, Mr. Wang served as the vice president in the finance department of Xiaomi Corporation (HKEX: 1810). Prior to that, Mr. Wang worked at Changyou.com Limited as a finance director from July 2014 to September 2017. From April 2013 to June 2014, Mr. Wang was a senior manager in the finance department of Huawei Technologies Co. Ltd. Prior to that, Mr. Wang served as a tax manager at PricewaterhouseCoopers Consultants (Shenzhen) Co. Ltd. from August 2006 to April 2013. Currently, Mr. Wang has also served as an independent director of Beijing Kingsoft Office Software Inc. (SSE: 688111) since April 2022. Mr. Wang received a bachelor degree in finance from Beijing International Studies University.Reported Earnings • May 24First quarter 2023 earnings released: EPS: CN¥3.21 (vs CN¥1.62 in 1Q 2022)First quarter 2023 results: EPS: CN¥3.21 (up from CN¥1.62 in 1Q 2022). Revenue: CN¥27.5b (up 9.1% from 1Q 2022). Net income: CN¥1.86b (up 70% from 1Q 2022). Profit margin: 6.8% (up from 4.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • May 16Vipshop Holdings Limited to Report Q1, 2023 Results on May 23, 2023Vipshop Holdings Limited announced that they will report Q1, 2023 results Pre-Market on May 23, 2023Buying Opportunity • May 12Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.Reported Earnings • Apr 20Full year 2022 earnings released: EPS: CN¥9.90 (vs CN¥6.88 in FY 2021)Full year 2022 results: EPS: CN¥9.90 (up from CN¥6.88 in FY 2021). Revenue: CN¥103.2b (down 12% from FY 2021). Net income: CN¥6.30b (up 35% from FY 2021). Profit margin: 6.1% (up from 4.0% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Board Change • Apr 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 24Full year 2022 earnings released: EPS: CN¥4.95 (vs CN¥6.88 in FY 2021)Full year 2022 results: EPS: CN¥4.95. Revenue: CN¥103.2b (down 12% from FY 2021). Net income: CN¥6.30b (up 35% from FY 2021). Profit margin: 6.1% (up from 4.0% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Online Retail industry.お知らせ • Feb 14Vipshop Holdings Limited to Report Q4, 2022 Results on Feb 23, 2023Vipshop Holdings Limited announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 35% share price gain to Mex$245, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Online Retail industry globally. Total loss to shareholders of 4.3% over the past three years.Board Change • Nov 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 23Third quarter 2022 earnings released: EPS: CN¥2.73 (vs CN¥0.93 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.73 (up from CN¥0.93 in 3Q 2021). Revenue: CN¥21.6b (down 13% from 3Q 2021). Net income: CN¥1.69b (up 168% from 3Q 2021). Profit margin: 7.8% (up from 2.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 29% share price gain to Mex$181, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 20x in the Online Retail industry globally. Total loss to shareholders of 23% over the past three years.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$174, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Online Retail industry globally. Total loss to shareholders of 1.9% over the past three years.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$223, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Online Retail industry globally. Total returns to shareholders of 33% over the past three years.Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥1.99 (vs CN¥1.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.99 (up from CN¥1.59 in 2Q 2021). Revenue: CN¥24.5b (down 17% from 2Q 2021). Net income: CN¥1.28b (up 17% from 2Q 2021). Profit margin: 5.2% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 1.2%, compared to a 21% growth forecast for the Online Retail industry in Mexico. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$198, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Online Retail industry globally. Total returns to shareholders of 39% over the past three years.Board Change • May 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to Mex$135, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 9.8% over the past three years.Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥6.88 (down from CN¥8.75 in FY 2020). Revenue: CN¥117.1b (up 15% from FY 2020). Net income: CN¥4.68b (down 21% from FY 2020). Profit margin: 4.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.1%, compared to a 66% growth forecast for the retail industry in Mexico. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Feb 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$186, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Online Retail industry globally. Total returns to shareholders of 66% over the past three years.Board Change • Dec 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS CN¥0.93 (vs CN¥1.84 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥24.9b (up 7.5% from 3Q 2020). Net income: CN¥628.4m (down 50% from 3Q 2020). Profit margin: 2.5% (down from 5.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Board Change • Nov 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$260, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Online Retail industry globally. Total returns to shareholders of 115% over the past three years.Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS CN¥1.59 (vs CN¥2.28 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥29.6b (up 23% from 2Q 2020). Net income: CN¥1.09b (down 29% from 2Q 2020). Profit margin: 3.7% (down from 6.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.株主還元VIPS NMX Multiline RetailMX 市場7D0%-3.6%-2.9%1Yn/a11.2%10.9%株主還元を見る業界別リターン: VIPS NがMX Multiline Retail業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: VIPS N MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is VIPS N's price volatile compared to industry and market?VIPS N volatilityVIPS N Average Weekly Movementn/aMultiline Retail Industry Average Movement4.2%Market Average Movement3.4%10% most volatile stocks in MX Market5.2%10% least volatile stocks in MX Market2.3%安定した株価: VIPS Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のVIPS Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト200815,145Eric Shenwww.vip.comVipshop Holdings Limited は中華人民共和国でオンラインプラットフォームを運営している。事業セグメントはVip.com、Shan Shan Outlets、その他。同社はレディースウェア、メンズウェア、スポーツウェアとスポーツ用品、靴とバッグ、アクセサリー、ベビー・子供用品、スキンケアと化粧品、家庭用品とその他のライフスタイル用品、スーパーマーケット商品を提供している。また、消費者金融やサプライヤー金融などのインターネット金融サービスも提供している。さらに、倉庫業、小売業、商品調達、ソフトウェア開発および情報技術サポート活動も行っている。vip.comとvipshop.comのオンラインプラットフォームと小売店を通じてブランド商品を提供している。ヴィップショップ・ホールディングス・リミテッドは2008年に設立され、本社は中華人民共和国の広州市にある。もっと見るVipshop Holdings Limited 基礎のまとめVipshop Holdings の収益と売上を時価総額と比較するとどうか。VIPS N 基礎統計学時価総額Mex$115.98b収益（TTM）Mex$18.96b売上高(TTM)Mex$268.30b6.1xPER（株価収益率0.4xP/SレシオVIPS N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VIPS N 損益計算書（TTM）収益CN¥106.23b売上原価CN¥81.32b売上総利益CN¥24.90bその他の費用CN¥17.40b収益CN¥7.51b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）15.63グロス・マージン23.44%純利益率7.07%有利子負債／自己資本比率14.7%VIPS N の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.4%現在の配当利回り28%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 04:09終値2026/05/28 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vipshop Holdings Limited 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49 アナリスト機関Richard KramerArete Research Services LLPAlicia YapBarclaysJiong ShaoBarclays46 その他のアナリストを表示
New Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.
お知らせ • May 23Vipshop Holdings Limited Provides Earnings Guidance for the Second Quarter of 2026Vipshop Holdings Limited provided earnings guidance for the second quarter of 2026. For the period, the company expects total net revenues to be between RMB24.5 billion and RMB25.8 billion, representing a year-over-year decrease of approximately 5% to 0%.
Reported Earnings • May 22First quarter 2026 earnings released: EPS: CN¥4.60 (vs CN¥3.78 in 1Q 2025)First quarter 2026 results: EPS: CN¥4.60 (up from CN¥3.78 in 1Q 2025). Revenue: CN¥26.6b (up 1.2% from 1Q 2025). Net income: CN¥2.21b (up 14% from 1Q 2025). Profit margin: 8.3% (up from 7.4% in 1Q 2025). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 11Vipshop Holdings Limited to Report Q1, 2026 Results on May 21, 2026Vipshop Holdings Limited announced that they will report Q1, 2026 results Pre-Market on May 21, 2026
お知らせ • Feb 26+ 1 more updateVipshop Holdings Limited Declares Annual Cash Dividend for the Fiscal Year 2025, Payable on April 24, 2026Vipshop Holdings Limited's board of directors has approved and declared an annual cash dividend for fiscal year 2025 in the amount of USD 3.10 per ordinary share, or USD 0.62 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 10, 2026. The payment date is expected to be on April 24, 2026. Holders of the Company's ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.
New Risk • May 23New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future.
お知らせ • May 23Vipshop Holdings Limited Provides Earnings Guidance for the Second Quarter of 2026Vipshop Holdings Limited provided earnings guidance for the second quarter of 2026. For the period, the company expects total net revenues to be between RMB24.5 billion and RMB25.8 billion, representing a year-over-year decrease of approximately 5% to 0%.
Reported Earnings • May 22First quarter 2026 earnings released: EPS: CN¥4.60 (vs CN¥3.78 in 1Q 2025)First quarter 2026 results: EPS: CN¥4.60 (up from CN¥3.78 in 1Q 2025). Revenue: CN¥26.6b (up 1.2% from 1Q 2025). Net income: CN¥2.21b (up 14% from 1Q 2025). Profit margin: 8.3% (up from 7.4% in 1Q 2025). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 9 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 11Vipshop Holdings Limited to Report Q1, 2026 Results on May 21, 2026Vipshop Holdings Limited announced that they will report Q1, 2026 results Pre-Market on May 21, 2026
お知らせ • Feb 26+ 1 more updateVipshop Holdings Limited Declares Annual Cash Dividend for the Fiscal Year 2025, Payable on April 24, 2026Vipshop Holdings Limited's board of directors has approved and declared an annual cash dividend for fiscal year 2025 in the amount of USD 3.10 per ordinary share, or USD 0.62 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 10, 2026. The payment date is expected to be on April 24, 2026. Holders of the Company's ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.
お知らせ • Feb 13Vipshop Holdings Limited to Report Q4, 2025 Results on Feb 26, 2026Vipshop Holdings Limited announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
Reported Earnings • Nov 25Third quarter 2025 earnings released: EPS: CN¥2.48 (vs CN¥2.00 in 3Q 2024)Third quarter 2025 results: EPS: CN¥2.48 (up from CN¥2.00 in 3Q 2024). Revenue: CN¥21.4b (up 3.4% from 3Q 2024). Net income: CN¥1.22b (up 17% from 3Q 2024). Profit margin: 5.7% (up from 5.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Nov 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 20Vipshop Holdings Limited Provides Earnings Guidance for the Fourth Quarter 2025Vipshop Holdings Limited provided earnings guidance for the fourth quarter 2025. For the fourth quarter of 2025, the Company expects its total net revenues to be between RMB33.2 billion and RMB34.9 billion, representing a year-over-year increase of approximately 0% to 5%.
お知らせ • Nov 13Vipshop Holdings Limited, Annual General Meeting, Dec 05, 2025Vipshop Holdings Limited, Annual General Meeting, Dec 05, 2025, at 11:00 China Standard Time. Location: 128 dingxin road, haizhu district, 510220., guangzhou China
お知らせ • Nov 10Vipshop Holdings Limited to Report Q3, 2025 Results on Nov 20, 2025Vipshop Holdings Limited announced that they will report Q3, 2025 results Pre-Market on Nov 20, 2025
Board Change • Oct 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 14Vipshop Holdings Limited Provides Earnings Guidance for the Third Quarter of 2025Vipshop Holdings Limited provided earnings guidance for the third quarter of 2025. For the third quarter of 2025, the company expects its total net revenues to be between RMB 20.7 billion and RMB 21.7 billion, representing a year-over-year increase of approximately 0% to 5%. These forecasts reflect the company's current and preliminary view on the market and operational conditions, which is subject to change.
お知らせ • Aug 04Vipshop Holdings Limited to Report Q2, 2025 Results on Aug 14, 2025Vipshop Holdings Limited announced that they will report Q2, 2025 results Pre-Market on Aug 14, 2025
Board Change • Jul 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jun 25Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 20Vipshop Holdings Limited Provides Revenue Guidance for the Second Quarter of 2025Vipshop Holdings Limited provided revenue guidance for the second quarter of 2025. For the second quarter of 2025, the Company expects its total net revenues to be between RMB 25.5 billion and RMB 26.9 billion, representing a year-over-year decrease of approximately 5% to 0%.
お知らせ • May 12Vipshop Holdings Limited to Report Q1, 2025 Results on May 20, 2025Vipshop Holdings Limited announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 20, 2025
Board Change • Feb 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 21+ 1 more updateVipshop Holdings Limited Declares Annual Cash Dividend for the Fiscal Year 2024, Payable on April 25, 2025Vipshop Holdings Limited has approved and declared an annual cash dividend for fiscal year 2024 in the amount of USD 2.40 per ordinary share, or USD 0.48 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 11, 2025. The payment date is expected to be on April 25, 2025. Holders of the Company's ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.
お知らせ • Feb 11Vipshop Holdings Limited to Report Q4, 2024 Results on Feb 21, 2025Vipshop Holdings Limited announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025
Board Change • Jan 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 10Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 20Third quarter 2024 earnings released: EPS: CN¥2.00 (vs CN¥2.23 in 3Q 2023)Third quarter 2024 results: EPS: CN¥2.00 (down from CN¥2.23 in 3Q 2023). Revenue: CN¥20.7b (down 9.2% from 3Q 2023). Net income: CN¥1.05b (down 14% from 3Q 2023). Profit margin: 5.1% (down from 5.3% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 19Vipshop Holdings Limited Provides Earnings Guidance for the Fourth Quarter of 2024Vipshop Holdings Limited provided earnings guidance for the fourth quarter of 2024. For the quarter, the company expects its total net revenues to be between RMB 31.2 billion and RMB 32.9 billion, representing a year-over-year decrease of approximately 10% to 5%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.
お知らせ • Nov 11Vipshop Holdings Limited to Report Q3, 2024 Results on Nov 19, 2024Vipshop Holdings Limited announced that they will report Q3, 2024 results Pre-Market on Nov 19, 2024
お知らせ • Nov 08Vipshop Holdings Limited, Annual General Meeting, Dec 06, 2024Vipshop Holdings Limited, Annual General Meeting, Dec 06, 2024, at 11:00 China Standard Time. Location: 128 dingxin road, haizhu district, guangzhou 510220, China
Valuation Update With 7 Day Price Move • Sep 26Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$307, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 14x in the Multiline Retail industry globally. Total returns to shareholders of 40% over the past three years.
お知らせ • Sep 20Vipshop Holdings Limited Announces Change of Chief Technology OfficerMr. Tao Feng, chief technology officer of Vipshop Holdings Limited has tendered his resignation as chief technology officer due to personal reasons and will serve the Company until September 27, 2024. In relation to Mr. Feng's departure, Mr. Mike Li has been appointed as the chief technology officer of the Company, effective September 19, 2024. Mr. Mike Li has extensive experience working in China's internet industry. Prior to joining Vipshop, Mr. Li served as a high-level researcher for the Local Services Group of Alibaba Group Holding Limited from December 2020 to September 2024. Prior to that, he served as a senior technology specialist for the search and recommendation business unit of Alibaba Group from January 2013 to December 2020. Prior to joining Alibaba Group, Mr. Li served as a senior technology director of Asiainfo (China) Software Co. Ltd. from July 2003 to January 2013. Mr. Li received his bachelor's degree in electrical engineering and automation from Changchun University of Technology in 2000. Mr. Li received another bachelor's degree in computer science and technology from Zhejiang University in 2003.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 22Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 21Second quarter 2024 earnings released: EPS: CN¥3.55 (vs CN¥3.81 in 2Q 2023)Second quarter 2024 results: EPS: CN¥3.55 (down from CN¥3.81 in 2Q 2023). Revenue: CN¥26.9b (down 3.6% from 2Q 2023). Net income: CN¥1.93b (down 7.9% from 2Q 2023). Profit margin: 7.2% (down from 7.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Multiline Retail industry are expected to grow by 10%. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 20+ 1 more updateVipshop Holdings Limited Provides Revenue Guidance for the Third Quarter of 2024Vipshop Holdings Limited provided revenue guidance for the third quarter of 2024. For the quarter, the company expects its total net revenues to be between RMB 20.5 billion and RMB 21.6 billion, representing a year-over-year decrease of approximately 10% to 5%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.
お知らせ • Aug 12Vipshop Holdings Limited to Report Q2, 2024 Results on Aug 20, 2024Vipshop Holdings Limited announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Aug 20, 2024
Board Change • Aug 07Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 23First quarter 2024 earnings released: EPS: CN¥4.27 (vs CN¥3.21 in 1Q 2023)First quarter 2024 results: EPS: CN¥4.27 (up from CN¥3.21 in 1Q 2023). Revenue: CN¥27.6b (flat on 1Q 2023). Net income: CN¥2.32b (up 25% from 1Q 2023). Profit margin: 8.4% (up from 6.8% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • May 23Vipshop Holdings Limited Provides Earnings Guidance for the Second Quarter of 2024Vipshop Holdings Limited provided earnings guidance for the second quarter of 2024. For the quarter, the company expects its total net revenues to be between RMB 26.5 billion and RMB 27.9 billion, representing a year-over-year decrease of approximately 5% to 0%. These forecasts reflect the Company's current and preliminary view on the market and operational conditions, which is subject to change.
お知らせ • May 15Vipshop Holdings Limited to Report Q1, 2024 Results on May 22, 2024Vipshop Holdings Limited announced that they will report Q1, 2024 results Pre-Market on May 22, 2024
Board Change • May 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Apr 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: CN¥14.67 (vs CN¥9.90 in FY 2022)Full year 2023 results: EPS: CN¥14.67 (up from CN¥9.90 in FY 2022). Revenue: CN¥112.9b (up 9.4% from FY 2022). Net income: CN¥8.12b (up 29% from FY 2022). Profit margin: 7.2% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings.
お知らせ • Feb 29+ 1 more updateVipshop Holdings Limited Declares Dividend for the Fiscal Year 2023, Payable on April 8, 2024Vipshop Holdings Limited announced for the fiscal year of 2023, the board of directors of the Company declared a dividend of USD 2.15 per ordinary share, or USD 0.43 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on March 15, 2024. The aggregate amount of cash dividends to be paid will be approximately USD 250 million, which is expected to be paid on April 8, 2024. Holders of the Company’s ADSs will receive the cash dividends through the depositary, Deutsche Bank Trust Company Americas, subject to the terms of the deposit agreement.
Board Change • Feb 23Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 21Vipshop Holdings Limited to Report Q4, 2023 Results on Feb 28, 2024Vipshop Holdings Limited announced that they will report Q4, 2023 results Pre-Market on Feb 28, 2024
Board Change • Jan 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Dec 23Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 5.4% per annum over the same time period.
Buying Opportunity • Nov 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be Mex$339, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings is also forecast to grow by 5.6% per annum over the same time period.
Reported Earnings • Nov 16Third quarter 2023 earnings released: EPS: CN¥2.23 (vs CN¥2.73 in 3Q 2022)Third quarter 2023 results: EPS: CN¥2.23 (down from CN¥2.73 in 3Q 2022). Revenue: CN¥22.8b (up 5.3% from 3Q 2022). Net income: CN¥1.21b (down 28% from 3Q 2022). Profit margin: 5.3% (down from 7.8% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Multiline Retail industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Nov 15Vipshop Holdings Limited Provides Earnings Forecast for the Fourth Quarter of 2023Vipshop Holdings Limited provides earnings forecast for the fourth quarter of 2023. For the fourth quarter of 2023, the Company expects its total net revenues to be between RMB 31.8 billion and RMB 33.3 billion, representing a year-over-year increase of approximately 0% to 5%.
Board Change • Nov 13Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Nov 10Vipshop Holdings Limited, Annual General Meeting, Dec 07, 2023Vipshop Holdings Limited, Annual General Meeting, Dec 07, 2023, at 11:00 China Standard Time. Location: 128 Dingxin Road, Haizhu District, Gangzhou China
お知らせ • Nov 08Vipshop Holdings Limited to Report Q3, 2023 Results on Nov 14, 2023Vipshop Holdings Limited announced that they will report Q3, 2023 results Pre-Market on Nov 14, 2023
Valuation Update With 7 Day Price Move • Oct 10Investor sentiment improves as stock rises 18%After last week's 18% share price gain to Mex$300, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Multiline Retail industry globally. Total loss to shareholders of 22% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$566 per share.
Board Change • Sep 26Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Aug 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 19Vipshop Holdings Limited Provides Revenue Guidance for the Third Quarter of 2023Vipshop Holdings Limited provided revenue guidance for the third quarter of 2023. For the third quarter of 2023, the company expects its total net revenues to be between RMB 21.6 billion and RMB 22.7 billion, representing a year-over-year increase of approximately 0% to 5%. These forecasts reflect the company's current and preliminary view on the market and operational conditions, which is subject to change.
お知らせ • Aug 08Vipshop Holdings Limited to Report Q2, 2023 Results on Aug 18, 2023Vipshop Holdings Limited announced that they will report Q2, 2023 results Pre-Market on Aug 18, 2023
お知らせ • May 24+ 1 more updateVipshop Holdings Limited Announces Chief Financial Officer ChangesVipshop Holdings Limited announced that it has appointed Mr. Mark Wang as its chief financial officer, effective May 24, 2023. Mr. Wang will succeed Mr. David Cui, who has decided to resign from this position for personal reasons. Prior to joining Vipshop, Mr. Wang served as the chief financial officer of Benlai Group, an online fresh grocery player in China, from April 2021 to November 2022. From October 2017 to March 2021, Mr. Wang served as the vice president in the finance department of Xiaomi Corporation (HKEX: 1810). Prior to that, Mr. Wang worked at Changyou.com Limited as a finance director from July 2014 to September 2017. From April 2013 to June 2014, Mr. Wang was a senior manager in the finance department of Huawei Technologies Co. Ltd. Prior to that, Mr. Wang served as a tax manager at PricewaterhouseCoopers Consultants (Shenzhen) Co. Ltd. from August 2006 to April 2013. Currently, Mr. Wang has also served as an independent director of Beijing Kingsoft Office Software Inc. (SSE: 688111) since April 2022. Mr. Wang received a bachelor degree in finance from Beijing International Studies University.
Reported Earnings • May 24First quarter 2023 earnings released: EPS: CN¥3.21 (vs CN¥1.62 in 1Q 2022)First quarter 2023 results: EPS: CN¥3.21 (up from CN¥1.62 in 1Q 2022). Revenue: CN¥27.5b (up 9.1% from 1Q 2022). Net income: CN¥1.86b (up 70% from 1Q 2022). Profit margin: 6.8% (up from 4.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • May 16Vipshop Holdings Limited to Report Q1, 2023 Results on May 23, 2023Vipshop Holdings Limited announced that they will report Q1, 2023 results Pre-Market on May 23, 2023
Buying Opportunity • May 12Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be Mex$348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 7.8%. For the next 3 years, revenue is forecast to grow by 5.3% per annum. Earnings is also forecast to grow by 3.2% per annum over the same time period.
Reported Earnings • Apr 20Full year 2022 earnings released: EPS: CN¥9.90 (vs CN¥6.88 in FY 2021)Full year 2022 results: EPS: CN¥9.90 (up from CN¥6.88 in FY 2021). Revenue: CN¥103.2b (down 12% from FY 2021). Net income: CN¥6.30b (up 35% from FY 2021). Profit margin: 6.1% (up from 4.0% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Multiline Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Board Change • Apr 19Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Mar 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 24Full year 2022 earnings released: EPS: CN¥4.95 (vs CN¥6.88 in FY 2021)Full year 2022 results: EPS: CN¥4.95. Revenue: CN¥103.2b (down 12% from FY 2021). Net income: CN¥6.30b (up 35% from FY 2021). Profit margin: 6.1% (up from 4.0% in FY 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Online Retail industry.
お知らせ • Feb 14Vipshop Holdings Limited to Report Q4, 2022 Results on Feb 23, 2023Vipshop Holdings Limited announced that they will report Q4, 2022 results at 9:30 AM, US Eastern Standard Time on Feb 23, 2023
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improved over the past weekAfter last week's 35% share price gain to Mex$245, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 22x in the Online Retail industry globally. Total loss to shareholders of 4.3% over the past three years.
Board Change • Nov 30Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 23Third quarter 2022 earnings released: EPS: CN¥2.73 (vs CN¥0.93 in 3Q 2021)Third quarter 2022 results: EPS: CN¥2.73 (up from CN¥0.93 in 3Q 2021). Revenue: CN¥21.6b (down 13% from 3Q 2021). Net income: CN¥1.69b (up 168% from 3Q 2021). Profit margin: 7.8% (up from 2.5% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 18Investor sentiment improved over the past weekAfter last week's 29% share price gain to Mex$181, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 20x in the Online Retail industry globally. Total loss to shareholders of 23% over the past three years.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 22Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 28Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$174, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Online Retail industry globally. Total loss to shareholders of 1.9% over the past three years.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$223, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Online Retail industry globally. Total returns to shareholders of 33% over the past three years.
Reported Earnings • Aug 20Second quarter 2022 earnings released: EPS: CN¥1.99 (vs CN¥1.59 in 2Q 2021)Second quarter 2022 results: EPS: CN¥1.99 (up from CN¥1.59 in 2Q 2021). Revenue: CN¥24.5b (down 17% from 2Q 2021). Net income: CN¥1.28b (up 17% from 2Q 2021). Profit margin: 5.2% (up from 3.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 1.2%, compared to a 21% growth forecast for the Online Retail industry in Mexico. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$198, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 18x in the Online Retail industry globally. Total returns to shareholders of 39% over the past three years.
Board Change • May 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to Mex$135, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Online Retail industry globally. Total loss to shareholders of 9.8% over the past three years.
Reported Earnings • Feb 25Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: CN¥6.88 (down from CN¥8.75 in FY 2020). Revenue: CN¥117.1b (up 15% from FY 2020). Net income: CN¥4.68b (down 21% from FY 2020). Profit margin: 4.0% (down from 5.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 3.1%, compared to a 66% growth forecast for the retail industry in Mexico. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Dec 15Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$186, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 20x in the Online Retail industry globally. Total returns to shareholders of 66% over the past three years.
Board Change • Dec 14Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 20Third quarter 2021 earnings released: EPS CN¥0.93 (vs CN¥1.84 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: CN¥24.9b (up 7.5% from 3Q 2020). Net income: CN¥628.4m (down 50% from 3Q 2020). Profit margin: 2.5% (down from 5.4% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 09Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. Non-Executive Director Donghao Yang was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$260, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 22x in the Online Retail industry globally. Total returns to shareholders of 115% over the past three years.
Reported Earnings • Aug 21Second quarter 2021 earnings released: EPS CN¥1.59 (vs CN¥2.28 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: CN¥29.6b (up 23% from 2Q 2020). Net income: CN¥1.09b (down 29% from 2Q 2020). Profit margin: 3.7% (down from 6.4% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
