VIPS
Vipshop Holdings·NYSE
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VIPS fundamentals
Vipshop Holdings (VIPS) released its earnings on Feb 26, 2026: revenue was 4.65B (YoY +2.12%), missed estimates; EPS was 0.8099 (YoY +3.74%), beat estimates.
Revenue / YoY
4.65B
+2.12%
EPS / YoY
0.8099
+3.74%
Report date
Feb 26, 2026
VIPS Earnings Call Summary for Q4,2025
- Resilient Performance Despite Q4 Challenges: 2025 revenue of RMB 105.9 billion reflects strategic realignment, with Q4 sales impacted by delayed holiday shopping and warm weather.
- AI-Driven Growth: 'Made for VIP' line grew 40%, and AI initiatives (e.g., virtual try-on) boosted customer engagement, with 90% of inquiries handled by AI.
- Super VIP Loyalty: SVIPs grew 11% to 9.8 million, contributing 52% of online spending and driving repeat purchases.
- Offline Expansion: Shan Shan outlets are a key growth driver, with plans for continued expansion.
- Capital Returns: Returned RMB 944 million in 2025, with 2026 dividend policy of RMB 300 million annually.
- 2026 Outlook: Guided for 0-5% revenue growth, stable margins, and focus on customer acquisition and AI integration.
EPS
Actual | 0.203 | 0.2714 | 0.5658 | 0.3677 | 0.325 | 0.1427 | 0.4155 | 0.3295 | 0.3656 | 0.3598 | 0.5289 | 0.5124 | 0.5928 | 0.456 | 0.8155 | 0.6451 | 0.5379 | 0.3519 | 0.7807 | 0.6103 | 0.5666 | 0.4185 | 0.8099 | ||||||||||||||||
Forecast | 0.1063 | 0.2786 | 0.4764 | 0.3411 | 0.3607 | 0.2404 | 0.4148 | 0.2989 | 0.2502 | 0.2458 | 0.4738 | 0.3881 | 0.4452 | 0.3927 | 0.7089 | 0.5716 | 0.5424 | 0.3547 | 0.6931 | 0.5987 | 0.5556 | 0.4085 | 0.7837 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +90.97% | -2.58% | +18.77% | +7.80% | -9.90% | -40.64% | +0.17% | +10.24% | +46.12% | +46.38% | +11.63% | +32.03% | +33.15% | +16.12% | +15.04% | +12.86% | -0.83% | -0.79% | +12.64% | +1.94% | +1.98% | +2.45% | +3.34% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.65B | 3.41B | 5.47B | 4.33B | 4.58B | 3.86B | 5.37B | 3.98B | 3.66B | 3.04B | 4.60B | 4.01B | 3.84B | 3.12B | 4.88B | 3.82B | 3.70B | 2.95B | 4.55B | 3.62B | 3.60B | 3.00B | 4.65B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 2.53B | 3.37B | 5.34B | 4.27B | 4.59B | 3.83B | 5.66B | 4.06B | 3.42B | 3.08B | 4.58B | 3.79B | 3.84B | 3.08B | 4.69B | 3.87B | 3.66B | 2.94B | 4.39B | 3.64B | 3.60B | 2.96B | 4.77B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +4.66% | +1.15% | +2.44% | +1.45% | -0.09% | +0.89% | -5.09% | -1.93% | +6.94% | -1.45% | +0.44% | +5.63% | +0.05% | +1.17% | +4.03% | -1.38% | +1.00% | +0.11% | +3.58% | -0.59% | +0.16% | +1.43% | -2.53% |
Earnings Call
You can ask Aime
What is Vipshop Holdings's gross profit margin?What factors drove the changes in Vipshop Holdings's revenue and profit?What does Vipshop Holdings do and what are its main business segments?What is the revenue and EPS growth rate for Vipshop Holdings year over year?What guidance did Vipshop Holdings's management provide for the next earnings period?What is the market's earnings forecast for Vipshop Holdings next quarter?What were the key takeaways from Vipshop Holdings’s earnings call?What is Vipshop Holdings's latest dividend and current dividend yield?
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