VIPS Earnings Prediction
The chart below shows how VIPS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VIPS sees a +1.53% change in stock price 10 days leading up to the earnings, and a +8.22% change 10 days following the report. On the earnings day itself, the stock moves by -0.42%. This data can give you a slight idea of what to expect for the next quarter's release.
VIPS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
20.68B
-9.18%
-23.07%
Gross Margin
23.97%
1.40%
1.57%
Operating Margin
6.43%
-4.60%
-22.62%
Net Margin
5.13%
-5.18%
-29.14%
EPS
9.86
-9.87%
-43.46%
No Data Available
VIPS Earnings Analysis
Vipshop Holdings Limited Corporation (VIPS.N) Earnings Conference Call
Positive
Customer Growth Impact: Active SVIP customers grew 11% year-over-year, resulting in 49% of our online spending.
Gross Margin Improvement: Gross margin increased to 24.0%, from 23.6% in the prior year period.
Operating Expenses Decrease: Total operating expenses decreased by 6.1% year-over-year to RMB 3.8 billion from RMB 4.0 billion in the prior year period.
Share Repurchase Update: We repurchased nearly $500 million worth of shares with $55.3 million left in the existing $1 billion share repurchase program.
Revenue Forecast Decline: We expect total net revenues to be between RMB 31.2 billion and RMB 32.9 billion, representing a year-over-year decrease of approximately 10% to 5%.
Negative
Decline in Discretionary Sales: Third quarter sales declined, reflecting softer results in discretionary categories as consumers are facing growing headwinds, which weigh on their discretionary spend.
Revenue Decline Analysis: Total net revenue for the third quarter of 2024 was RMB 20.7 billion compared to RMB 22.8 billion in the prior year period, indicating a year-over-year decrease of approximately 9.2%.
Gross Profit Decline: Gross profit was RMB 5.0 billion, compared to RMB 5.4 billion in the prior year period, showing a decline in profitability.
Operational Income Decline: Income from operations was RMB 1.3 billion compared to RMB 1.5 billion in the prior year period, reflecting a decrease in operational efficiency.
Profitability Decline Analysis: Non-GAAP net income attributable to Vipshop's shareholders was RMB 1.0 billion compared to RMB 1.2 billion in the prior year period, indicating a decline in profitability metrics.
VIPS FAQs
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VIPS Earning Call Sentiment
Vipshop Holdings Limited (VIPS) Q3 2024 Earnings Call Transcript
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00:00
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VIPS.N
1.38%Positive
The earnings call reveals a mixed picture: while there are positive elements like increased gross margin and strong liquidity, the overall financial performance shows declining revenues and net income, with conservative guidance due to uncertainties. The Q&A section highlights concerns about GMV decline and unpredictable future outlook, which adds to the negative sentiment. Despite a new share repurchase program, the financial results and cautious guidance suggest a negative market reaction, potentially leading to a stock price decrease of -2% to -8% over the next two weeks.
