Vipshop

VIPS

Market cap $6.96B

Inflationary pressure, still-high interest rates and tariffs are major concerns for the Zacks Internet - Delivery Services industry. However, efforts to adopt consumer preferences and technological advancements are likely to help GDDY, VIPS and ASUR navigate the headwinds.

The discount e-commerce company has been approved to spin off two of its brick-and-mortar outlet stores into a REIT, with another 18 similar projects

Vipshop Holdings remains a 'Buy' based on my assessment of its quarterly performance and full-year outlook. VIPS's 1Q2026 EBIT and EPS exceeded their respective consensus estimates by 5% and 2%, respectively. I anticipate that VIPS can return to positive revenue and earnings growth in FY2026. The key levers include an optimized marketing strategy, online-to-offline expansion, asset monetization, and AI-driven cost savings.

Vipshop Holdings Limited (VIPS) Q1 2026 Earnings Call Transcript

Vipshop NYSE: VIPS reported modest revenue growth and stronger profitability for the first quarter of 2026, while management said a later Chinese New Year pulled forward demand into the holiday period and contributed to softer sales trends in March and into the second quarter.

Conference Call to Be Held at 7:30 A.M. U.S. Eastern Time on May 21, 2026 GUANGZHOU, China, May 21, 2026 /PRNewswire/ -- Vipshop Holdings Limited (NYSE: VIPS), a leading off-price retailer in China ("Vipshop" or the "Company"), today announced its unaudited financial results for the quarter ended March 31, 2026.

GUANGZHOU, China, May 11, 2026 /PRNewswire/ -- Vipshop Holdings Limited (NYSE: VIPS), a leading off-price retailer in China ("Vipshop" or the "Company"), today announced that it plans to release its first quarter 2026 financial results on Thursday, May 21, 2026, before the US market open. The Company will hold a conference call on Thursday, May 21, 2026 at 7:30 am US Eastern Time, 7:30 pm Beijing Time to discuss the financial results.

North of South sold 2,262,683 shares in Vipshop Holdings during the first quarter; the estimated transaction value was $38.5 million based on quarterly average pricing. The transaction represented 3.5% of North of South Capital LLP's 13F assets under management Post-trade, the fund holds zero Vipshop shares.

GUANGZHOU, China, April 16, 2026 /PRNewswire/ -- Vipshop Holdings Limited (NYSE: VIPS), a leading online discount retailer for brands in China ("Vipshop" or the "Company"), today announced that the Company has filed its annual report on Form 20-F that includes its audited financial statements for the three years ended December 31, 2025 with the U.S. Securities and Exchange Commission on April 16, 2026. The annual report is available on the Company's website at ir.vip.com.

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