Vipshop Holdings Limited

VIPS

$13.18

+0.76%

2026-09-04 10:39:40 EDT+$0.10

Consumer Cyclical

Specialty Retail

NYSE

Negociación activa

Vipshop Holdings Limited (VIPS) functions as a leading online retail enterprise within the People's Republic of China. The company operates a collection ...

Evolución del precio de VIPS

$13.18

+0.76%+$0.10

Máximo—

Mínimo—

Máx. 52s-34.9%

Vol. rel.—

Intervalo

Rango6.5h

Volumen—SMA5SMA10

—

Vipshop Holdings Limited (NYSE: VIPS) is a leading specialty retail e-commerce company in the People’s Republic of China, built around a branded-offer, discount-led shopping experience. The company operates primarily through its online platforms—most notably Vip.com and Shan Shan Outlets (including its off-price/discount channel concept)—and delivers a wide range of consumer ...Vipshop Holdings Limited (NYSE: VIPS) is a leading specialty retail e-commerce company in the People’s Republic of China, built around a branded-offer, discount-led shopping experience. The company operates primarily through its online platforms—most notably Vip.com and Shan Shan Outlets (including its off-price/discount channel concept)—and delivers a wide range of consumer products to shoppers across numerous categories. Products span apparel (women’s, men’s, and children’s clothing, including casual and formal styles), beauty and personal care items (e.g., skincare and cosmetics), footwear and bags, as well as household goods such as furniture, decor, kitchenware, appliances, and other consumer necessities. It also sells consumer electronics, sporting goods, groceries (food, beverages, and fresh produce), and pet-related supplies, reflecting a broad assortment strategy rather than a single-category focus. From a business-model perspective, Vipshop’s differentiation comes from how it curates and sources branded merchandise and then monetizes it through an online retail infrastructure designed for high-frequency demand and rapid inventory turnover. The company’s operating platform is supported by procurement, R&D, technology infrastructure, software development, IT solutions, warehousing, and logistics management—capabilities that are central to handling large assortments, demand forecasting, inbound supply coordination, and outbound order fulfillment. This “digital retail + supply chain execution” approach can influence costs in several ways: procurement and inventory management affect gross margin and working capital; logistics and warehousing drive fulfillment costs and delivery speed; and technology/IT spending underpins scalability and customer experience. In addition to commerce, Vipshop provides internet finance offerings that can complement its retail ecosystem. These services include consumer and supplier financing and microcredit, which can support both customers (e.g., payment flexibility) and brand partners/suppliers (e.g., financing support tied to commerce activity). Such services can also create additional revenue streams beyond product sales, while potentially improving ecosystem retention. Financially, the company is scaled to a large workforce (about 15,145 employees as of the provided period) and has publicly reported operating metrics consistent with an online retailer and off-price distribution model. Key people include Eric Ya Shen, a co-founder who has served as Chairman of the Board and CEO since the company’s inception. With a founded date of August 2008 and later public trading on the NYSE under the ticker VIPS, Vipshop has built a sizable customer base and brand-partner network by using discount pricing and broad category coverage. Overall, Vipshop’s “high-quality branded assortment at attractive discounts” strategy is executed via its e-commerce platforms and a robust logistics and technology stack, with internet finance acting as an additional ecosystem capability.ExpandirContraer

Fundación

2008

Empleados

15145

CEO

Ya Shen

Nombre completo

Vipshop Holdings Limited

Sector

Consumer Cyclical

Industria

Specialty Retail

ROE

24.62%

Capitalización

$6.27B

Ratio corriente

1.28

WACC

7.11%

ROIC

37.52%

Información de contacto

https://www.vip.com

86 20 2233 0025

128 Dingxin Road, Guangzhou, GD 510220

Métricas clave de VIPS

Instantánea

Último / TTM · 6 periodos

Capitalización

$6.27B

ROCE

15.5%

EV / EBITDA

1.61x

-1.5% YoY

Rendimiento FCF

0.0%

+0.0% YoY

Ciclo de conversión de efectivo

-6.5d

Ratio corriente

1.28

Resumen rápido

TTM —

Sin señales de riesgo importantes en las métricas seleccionadas.

Aspectos financieros de VIPS

Tendencia de rentabilidad

Último / TTM · 6 periodos

Margen bruto

23.5%

Margen neto

9.8%

PER

4.14x

n/d

Deuda / capital

0.26

n/d

Ratio corriente

1.28

Rendimiento del dividendo

4.7%

Comprensión

TTM —

Estos ratios principales no muestran una presión relevante en el balance.

Calendario de VIPS

Próximamente

30 sept 2026En 26 días
Q3 FY2026 · Resultados estimados
BPA est. $2.71 · Ingresos $20.73B · 4 analistas
30 dic 2026
Q4 FY2026 · Resultados estimados
BPA est. $5.28 · Ingresos $31.95B · 3 analistas
31 dic 2026
FY2026 · Resultados anuales estimados
BPA est. $13.41 · Ingresos $104.48B · 9 analistas
30 mar 2027
Q1 FY2027 · Resultados estimados
BPA est. $5.07 · Ingresos $24.78B · 1 analistas

Historial reciente

30 jun 2026
Q2 FY2026 · Resultados publicados
BPA ¥8.82 · Ingresos ¥24.81B
24 abr 2026
Pago de dividendo
$0.00 por acción
10 abr 2026
Fecha ex-dividendo
$0.00 por acción
31 mar 2026
Q1 FY2026 · Resultados publicados
BPA ¥4.47 · Ingresos ¥26.41B
31 dic 2025
FY2025 · Resultados anuales
BPA ¥14.15 · Ingresos ¥105.92B
30 sept 2025
Q3 FY2025 · Resultados publicados
BPA ¥2.42 · Ingresos ¥21.37B

Estados financieros de VIPS

Tendencia de 5 años (ingresos, beneficios, FCF)

Métrica	Último	InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo.	TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo.
IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores).	$105.9B	-2.3%	-6.1%
Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día.	$7.2B	-6.4%	+96.4%
Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión.	+23.1%	-1.6%	-3.4%
Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas).	+7.7%	-9.2%	-30.1%
Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas.	+6.8%	-4.2%	+109.1%
Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones.	$0	-100.0%	—
Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero.	0.0%	-100.0%	—
Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro.	15.7%	+93.3%	+48.0%
Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico.	1.28x	+1.5%	+1.5%
Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo.	$78.8B	+5.2%	+7.8%

Real vs estimado

A Dec 31Q Jun 30

Métrica	Anual (real vs estimado)	Sorpresa anual	Trimestral (real vs estimado)	Sorpresa trimestral
EPS Surprise	14.15 vs 16.91	-16.3%	8.82 vs 3.91	+125.3%
Revenue Surprise	$105.9B vs $106.9B	-0.9%	$24.8B vs $24.7B	+0.5%

Transacciones de insiders de VIPS

Compras (A)

Since Mar 18, 2026

Ventas (D)

Since Mar 18, 2026

Acciones mensuales compradas/vendidas con tendencia del precio de cierre (fuente diaria compartida)

Resumen de trading de insiders

Fecha	Ejecutivo	Cargo	Valor	Lado	Acciones	Precio
Jul 7, 2026	Li Tianmin	officer: Chief Technology Officer	Class A ordinary shares	D	2,518	$67.45
Jul 7, 2026	Liu Chun	director	Class A ordinary shares	D	174	$67.31
Jun 9, 2026	Yang Donghao	director	Class A ordinary shares	D	397	$69.30
Jun 9, 2026	Wang Yuhua	officer: Chief Financial Officer	Class A ordinary shares	D	2,589	$69.12
Apr 8, 2026	Liu Chun	director	Class A ordinary shares	D	145	$77.88

Transcripción de la llamada de resultados de VIPS

1 segmentos de transcripción

Q2 2026

Ponente desconocido

Operator: Ladies and gentlemen, good day, everyone, and welcome to Vipshop Holdings Limited's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to Ms. Jessie Zheng, Vipshop's Head of Investor Relations. Please proceed. Jessie Fan: Thank you, operator. Hello, everyone, and thank you for joining Vipshop's Second Quarter 2026 Earnings Conference Call. With us today are Eric Shen, our Co-Founder, Chairman and CEO, and Mark Wang, our CFO. Before management begins their prepared remarks, I would like to remind you that the discussion today will contain forward-looking statements made under the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially from our current expectations. Potential risks and uncertainties include but are not limited to those outlined in our safe harbor statement in our earnings release and public filings with the Securities and Exchange Commission, which also applies to this call to the extent any forward-looking statements may be made. Please note that certain financial measures used on this call, such as non-GAAP operating income, non-GAAP net income attributable to Vipshop's shareholders and non-GAAP net income per ADS are not presented in accordance with U.S. GAAP, please refer to our earnings release for details relating to the reconciliation of our non-GAAP measures to GAAP measures. With that, I would now like to turn the call over to Mr. Eric Shen. Eric Shen: Good morning and good evening, everyone. Welcome, and thank you for joining our second quarter 2026 earnings conference call. The second quarter presents a challenging retail environment defined by a customer who is not just value conscious, but highly selective across the [ multi midyear ] promotional landscape. Shoppers will intensely focus on clear utility and real value, prioritize essentials, meeting great cautions in discretionary categories like apparel, weighing on our near-term top line performance in this climate rather than chasing unprofitable value growth, we stayed true to our core value proposition, delivering a highly curated selection of high demand, deeply discounted brand products to our loyal customer base. While overall traffic was muted, our SVIP cohort served as a resilient anchor for our business. During the quarter, active SVIP grew by 8% year-over-year, driving 54% of our online spending, showing that as customers' budgets tightened, high-intent shoppers prioritized platform, offering trust, value, quality and service. At a strategic level, our 1P model gives us a differentiated edge by leveraging deep category expertise, we built greater trust with brand partners to the point where they actively adjust their merchandise allocation for our platform. For instance, closer collaborations with key partners in fashion apparel has helped buffer …

Equipo directivo de VIPS

5 directivos

Nombre	Cargo	Género	Año de nacimiento	Estado
Xiaobo Hong	Co-Founder, Vice Chairman & Chief Operating Officer	Male	1972	Active
Ya Shen	Co-Founder, Chairman & Chief Executive Officer	Male	1971	Active
Mark Wang	Chief Financial Officer	Male	1985	Active
Tianmin Li	Chief Technology Officer	Male	1978	Active
Jessie Zheng	Head of Investor Relations	Female	—	Active

Noticias recientes de VIPS

Zacks Investment Research28/8/2026Neutral

Zacks Industry Outlook GoDaddy, Vipshop, MakeMyTrip and QuinStreet

GoDaddy, Vipshop, MakeMyTrip and QuinStreet have been highlighted in this Industry Outlook article.

Seeking Alpha27/8/2026Neutral

Vipshop: Soft Top-Line Vs. Robust Yield; Staying Neutral On Cautious Consumer Backdrop

Vipshop is rated HOLD, reflecting a balanced risk-reward amid macro headwinds and attractive valuation. VIPS trades at a low 5.4x forward earnings multiple, with stable margins and robust net cash supporting a 14% shareholder yield. Revenue growth remains challenged by soft consumer sentiment and fierce competition from peers like Alibaba, JD, and PDD.

Zacks Investment Research27/8/2026Neutral

4 Internet Delivery Services Stocks in Focus From a Flourishing Industry

The Zacks Internet - Delivery Services industry participants like GDDY, VIPS, MMYT and QNST are likely to benefit from increasing smartphone and Internet penetration.

Seeking Alpha25/8/2026Neutral

Vipshop Holdings Limited (VIPS) Q2 2026 Earnings Call Transcript

MarketBeat25/8/2026Neutral

Vipshop Q2 Earnings Call Highlights

Vipshop NYSE: VIPS reported lower second-quarter revenue and operating profit as management cited a challenging retail environment in which consumers remained highly selective and focused on value. The company said it is prioritizing profitability, curated merchandise and customer retention rather than pursuing unprofitable growth.

Evolución del número de empleados de VIPS

Actual

15,145

Cambio

+1.20%

Mínimo

6,815

Máximo

15,145

Presentaciones recientes

Fecha del informe	Empleados	Tipo de formulario	Fecha de presentación	Archivo SEC
31 dic 2025	15,145	20-F	16 abr 2026	Ver
31 dic 2024	14,966	20-F	17 abr 2025	Ver
31 dic 2023	14,638	20-F	18 abr 2024	Ver
31 dic 2022	6,815	20-F	19 abr 2023	Ver
31 dic 2021	8,013	20-F	27 abr 2022	Ver

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Vipshop Holdings Limited