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 (10 buy, 14 hold, 0 sell out of 24) with an average price target of $16.91.
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 | 5.24% |
| BlackRock Inc | 4.72% |
| Amvescap Plc. | 4.00% |
| Acadian Asset Management LLC | 3.35% |
| Robeco Institutional Asset Management BV | 2.88% |
| Krane Funds Advisors LLC | 2.17% |
| Dimensional Fund Advisors, Inc. | 1.73% |
| Vanguard Capital Management, LLC | 1.49% |
| 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.
Google PlayApp StoreData updated 2026-09-18.