Vipshop
VIPS
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: 294 [Q1] → 269 (-25) [Q2]
10% less capital invested
Capital invested by funds: $4.36B [Q1] → $3.91B (-$448M) [Q2]
17% less funds holding in top 10
Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]
23% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 111
31% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 55
34% less call options, than puts
Call options by funds: $17M | Put options by funds: $25.6M
241.88% less ownership
Funds ownership: 301.7% [Q1] → 59.82% (-241.88%) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Citigroup
Alicia Yap
|
$19
|
Neutral
Maintained
|
15 Aug 2025 |
|
B of A Securities
Joyce Ju
|
$17.3
|
Buy
Maintained
|
18 Jul 2025 |
|
JP Morgan
Andre Chang
|
$18
|
Overweight
Maintained
|
30 Jun 2025 |
Financial journalist opinion
