Vipshop Holdings Ltd - ADR
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+ FollowMarket Cap$6.12B
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Earnings Call Q1 2025
May 20, 2025 - AI Summary
Sales Performance and Revenue Outlook: Vipshop reported total net revenues of RMB 26.3 billion for Q1 2025, down from RMB 27.6 billion in the prior year, reflecting a year-over-year decline. The company forecasts revenues for Q2 2025 to be between RMB 25.5 billion and RMB 26.9 billion, indicating a year-over-year decrease of approximately 5% to 0%. The management maintains a hopeful outlook that growth will resume in the latter half of 2025.
SVIP Membership and Customer Engagement: The Super VIP membership (SVIP) program has demonstrated robust performance, with active SVIP customers increasing by 18% year-over-year, accounting for 51% of online spending. Management is focused on enhancing this program to further drive growth and engagement. They anticipate achieving double-digit SVIP growth throughout 2025, emphasizing plans to increase cross-category purchases and retention among existing members.
Margins and Profitability: Despite decreased sales, Vipshop managed to sustain solid profitability; however, gross margin fell slightly to 23.2% compared to 23.7% in Q1 2024. Operating income also declined to RMB 2.3 billion from RMB 2.8 billion year-over-year, with an operating margin of 8.7%. Management expects net margins to remain comparable to 2024 due to disciplined investments in customer and brand momentum.
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$25.81
87.5% upside
Current Fair Value
87.5% upsideUndervalued by 87.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $6.12 Billion |
|---|---|
| Enterprise Value | $-9,617,961,180.00 |
| Annual dividend | $0.62 |
| Dividend yield | 4.81% |
| Earnings per Share | $14.06 |
| Beta | 0.64 |
| Outstanding Shares | 481,208,575 |
Return
| Return on Equity | 22.92% |
|---|---|
| Return on Assets | 12.01% |
| Return on Invested Capital | 26.64% |
Valuation & Multiples
| P/E Ratio | 4.04 |
|---|---|
| PEG | 2.14 |
| Price to Sales | 0.06 |
| Price to Book Ratio | 0.14 |
| Enterprise Value to Revenue | -0.09 |
| Enterprise Value to EBIT | -0.7 |
| Enterprise Value to Net Income | -1 |
| Total Debt to Enterprise | -1.4 |
| Debt to Equity | 0.3 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 25, 2026
EPS Estimate
$0.59
Consensus analyst estimateRevenue Estimate
$3.64 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 19, 2026
EPS Estimate
$0.41
Consensus analyst estimateRevenue Estimate
$3.04 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 153.16% |
|---|---|
| Total Calls | 2,835▼ 98.93% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.87%▼ 47.98% |
|---|---|
| Total Invested | $294.25M▼ 91.25% |
| Investors Holding | 64▼ 235.00% |
About Vipshop Holdings Ltd
CEO: Eric Ya Shen
