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 global brand partners . As of March 31, 2025, Eric Ya Shen, chairman and CEO, had 64.5% voting rights. Leading Chinese social media firm and strategic shareholder Tencent also holds an 12.5% interest.
Employees: 14,966
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
9% less funds holding
Funds holding: 293 [Q1] → 266 (-27) [Q2]
10% less capital invested
Capital invested by funds: $4.36B [Q1] → $3.91B (-$454M) [Q2]
10% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $13.3M
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
22% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 109
30% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 54
241.96% less ownership
Funds ownership: 301.68% [Q1] → 59.73% (-241.96%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Citigroup Alicia Yap | 12%upside $19 | Neutral Maintained | 15 Aug 2025 |
B of A Securities Joyce Ju | 2%upside $17.30 | Buy Maintained | 18 Jul 2025 |
JP Morgan Andre Chang | 6%upside $18 | Overweight Maintained | 30 Jun 2025 |
Financial journalist opinion
Based on 9 articles about VIPS published over the past 30 days
