Overview
China online discount retailer's Q4 revenue fell slightly yr/yr
Q4 net income rose 5.8% yr/yr
Company returned US$944.1 mln to shareholders in 2025
Outlook
Vipshop expects Q1 2026 revenue between RMB26.3 bln and RMB27.6 bln
Company aims to drive growth through AI and strategic investments
Result Drivers
AI ENHANCEMENTS - Vipshop leveraged AI-driven enhancements to improve operational efficiency and customer experience, according to CEO Eric Shen
COST MANAGEMENT - Decrease in operating expenses contributed to profitability, as operating expenses fell 3.7% yr/yr
STRATEGIC REALIGNMENT - Focus on strategic realignment and operational resilience laid foundation for long-term growth, per CEO Eric Shen
Company press release: ID:nPn9p1lNqa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | RMB 32.5 bln | ||
Q4 Adjusted Net Income | RMB 2.9 bln | ||
Q4 GMV | RMB 66.6 bln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Vipshop Holdings Ltd is $20.00, about 12.7% above its February 25 closing price of $17.75
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 7 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)