US · Consumer Cyclical · Internet Retail
EPS came in at -0.03 against a street estimate of 0.42 — a miss of 107.1%.
Analysts rate Vipshop Holdings Limited a buy (11 buy, 10 hold, 0 sell out of 21) with an average price target of $16.32.
CAUTIOUS Q2 revenue declined 4.3% YoY to RMB 24.7B amid soft consumer sentiment. SVIP membership hit 10M, driving 54% of online spending. Operating margins compressed but non-GAAP net profit solid at RMB 2.0B (7.9% margin). Q3 guidance: RMB 20.3–21.4B (down 5–0% YoY). Macro headwinds persist; management prioritizes profitability over growth. Q2 2026 Call focused on China market; no material regional breakdown provided. Analysts pressed on consumer sentiment trajectory, margin compression, and tax compliance. Management emphasized selective value focus, cost discipline, and that withholding tax is non-operational; defended profitability strategy against industry subsidy trends. 2026-08-25…
Full summary in the app.
| Fund | Stake |
|---|---|
| Fidelity International Ltd | 5.48% |
| BlackRock Inc | 4.01% |
| Amvescap Plc. | 3.90% |
| Acadian Asset Management LLC | 3.15% |
| Robeco Institutional Asset Management BV | 2.88% |
| Krane Funds Advisors LLC | 2.17% |
| Dimensional Fund Advisors, Inc. | 1.73% |
| Vanguard Capital Management, LLC | 1.43% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Q2 2026 total net revenue was RMB24.7 billion (US$3.6 billion), down from RMB25.8 billion year over year. • GMV was RMB50.6 billi | 2026-08-25 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • Q1 2026 total net revenues rose 1.2% year over year to RMB26.6 billion (US$3.9 billion), from RMB26.3 billion. • GMV increased 8. | 2026-05-21 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • The document is Vipshop Holdings Limited’s Form 20-F annual report for the fiscal year ended December 31, 2025. • Vipshop is inco | 2026-04-16 |
| Quarterly results (6-K) · Q4 2025 HEADLINE NUMBERS • Vipshop’s Q4 2025 revenue was RMB32.5 billion (US$4.6 billion), down from RMB33.2 billion year over year. Full-year revenue was RM | 2026-02-26 |
| Quarterly results (6-K) · Q3 2025 HEADLINE NUMBERS • Third-quarter 2025 total net revenue increased 3.4% year over year to RMB21.4 billion (US$3.0 billion), from RMB20.7 billion. • G | 2025-11-20 |
| Annual report FY2024 (20-F) | 2025-04-17 |
| Annual report FY2023 (20-F) | 2024-04-18 |
| Annual report FY2022 (20-F) | 2023-04-19 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.62 / share ex-date Apr 10, 2026 · pay Apr 24, 2026 | 2026-04-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Vipshop Holdings Limited — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-19.