VipshopVIPS
About: Vipshop is a leading Chinese online discount retailer offering branded products at attractive discounts ranging from 10%-90% off their original price through daily flash sales. It operates warehousing, retailing, product procurements, software development, and information technology support in-house while outsourcing to third-party logistics providers for distribution and shipments. Branded products on Vipshop's platform are sourced mostly through a consignment model with over 29,000 global partners as of Dec. 31, 2023. As of March 31, 2024, Eric Ya Shen, chairman and CEO, has 63.1% voting rights and a 30.9% stake while Arthur Xiaobo Hong, vice chairman and COO, has a 17.6% stake. Leading Chinese social media firm and strategic shareholder Tencent also holds an 11.8% interest.
Employees: 14,966
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
97% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 29
75% more call options, than puts
Call options by funds: $23M | Put options by funds: $13.1M
34% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 85
15% more capital invested
Capital invested by funds: $3.78B [Q4 2024] → $4.36B (+$579M) [Q1 2025]
7% more funds holding
Funds holding: 271 [Q4 2024] → 291 (+20) [Q1 2025]
0.82% less ownership
Funds ownership: 302.25% [Q4 2024] → 301.43% (-0.82%) [Q1 2025]
45% less funds holding in top 10
Funds holding in top 10: 11 [Q4 2024] → 6 (-5) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Barclays Jiong Shao | 28%upside $19 | Overweight Maintained | 22 May 2025 |
Citigroup Alicia Yap | 21%upside $18 | Neutral Downgraded | 1 Apr 2025 |
Financial journalist opinion
Based on 7 articles about VIPS published over the past 30 days









