View ValuationVipshop Holdings 향후 성장Future 기준 점검 0/6Vipshop Holdings 의 수익은 연간 1.5% 감소할 것으로 예상되는 반면, 연간 수익은 1.3% 로 증가할 것으로 예상됩니다. EPS는 연간 1.1% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.5% 로 예상됩니다.핵심 정보-1.5%이익 성장률-1.06%EPS 성장률Multiline Retail 이익 성장9.9%매출 성장률1.3%향후 자기자본이익률15.45%애널리스트 커버리지Good마지막 업데이트01 Jul 2026최근 향후 성장 업데이트공고 • 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%.공고 • 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%.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.모든 업데이트 보기Recent 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.공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.공고 • 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%.공고 • 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 China공고 • 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.공고 • 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.공고 • 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.공고 • 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%.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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 China공고 • 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.공고 • 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.공고 • 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, 2023공고 • 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.공고 • 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.공고 • 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.이익 및 매출 성장 예측BMV:VIPS N - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028110,0567,7388,555N/A1412/31/2027108,0927,4917,630N/A2012/31/2026105,8479,32813,046N/A203/31/2026106,2267,506N/AN/AN/A12/31/2025105,9207,2425,3887,454N/A9/30/2025106,6707,100N/AN/AN/A6/30/2025105,9756,925N/AN/AN/A3/31/2025107,0437,366N/AN/AN/A12/31/2024108,4217,7405,5669,129N/A9/30/2024109,8718,245N/AN/AN/A6/30/2024111,9618,408N/AN/AN/A3/31/2024112,9668,575N/AN/AN/A12/31/2023112,8568,1179,18414,415N/A9/30/2023109,9397,398N/AN/AN/A6/30/2023108,7887,876N/AN/AN/A3/31/2023105,4447,062N/AN/AN/A12/31/2022103,1526,2997,41710,520N/A9/30/2022105,5265,480N/AN/AN/A6/30/2022108,8334,422N/AN/AN/A3/31/2022113,9064,231N/AN/AN/A12/31/2021117,0604,6813,1666,745N/A9/30/2021118,7035,707N/AN/AN/A6/30/2021116,9616,323N/AN/AN/A3/31/2021111,4646,768N/AN/AN/A12/31/2020101,8585,9079,54911,820N/A9/30/202095,4034,922N/AN/AN/A6/30/202091,8364,553N/AN/AN/A3/31/202090,4693,829N/AN/AN/A12/31/201992,9944,017N/A12,290N/A9/30/201989,7593,250N/AN/AN/A6/30/201987,9772,603N/AN/AN/A3/31/201985,9722,471N/AN/AN/A12/31/201884,5242,129N/A5,746N/A9/30/201882,5702,113N/AN/AN/A6/30/201880,0522,223N/AN/AN/A3/31/201876,8301,927N/AN/AN/A12/31/201772,9121,950N/A981N/A9/30/201767,7632,044N/AN/AN/A6/30/201764,4522,049N/AN/AN/A3/31/201760,3752,114N/AN/AN/A12/31/201656,5912,037N/A2,831N/A9/30/201651,5121,775N/AN/AN/A6/30/201648,1811,749N/AN/AN/A3/31/201643,7601,697N/AN/AN/A12/31/201540,2031,590N/A1,915N/A9/30/201534,7161,433N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: VIPS N 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.5%).수익 vs 시장: VIPS N 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.5%).고성장 수익: VIPS N 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: VIPS N 의 수익(연간 1.3%)이 MX 시장(연간 5.7%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: VIPS N 의 수익(연간 1.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: VIPS N의 자본 수익률은 3년 후 15.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/12 15:14종가2026/05/28 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Vipshop Holdings Limited는 49명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Richard KramerArete Research Services LLPAlicia YapBarclaysJiong ShaoBarclays46명의 분석가 더 보기
공고 • 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%.
공고 • 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%.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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%.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • 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.