Business description: Vipshop Holdings Limited

Vipshop Holdings Ltd is an online discount retailer for brands in China. The Company offers branded products to consumers in China through flash sales mainly on its vip.com Website. The Company's segment is sales, product distribution and offering of goods on its online platforms. The Company conducts its business through its subsidiaries and consolidated affiliated entities in China. Through its flash sales model, the Company sells limited quantities of discounted branded products online for limited periods of time. The Company offers diversified product offerings from over 17,000 domestic and international brands, including apparel for women, men and children, fashion goods, cosmetics, home goods and other lifestyle products. The Company offers a range of products and services for consumers through lefeng.com, specializing in branded cosmetics, apparel, healthcare products, food and other consumer products.

Number of employees: 15,145

Sales by Activity: Vipshop Holdings Limited

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

Vip.Com

114B 101B 110B 105B 102B

Shan Shan Outlets

1.58B 1.86B 2.8B 3.31B 4.08B

Others

3.2B 2.11B 1.23B 962M 914M

Inter-Segment Revenues

-1.91B -1.62B -730M -583M -597M

Geographical breakdown of sales: Vipshop Holdings Limited

Fiscal Period: December 2021 (CNY) 2022 (CNY) 2023 (CNY) 2024 (CNY) 2025 (CNY)

People's Republic of China (PRC)

117B 103B 113B 108B 106B

Executive Committee: Vipshop Holdings Limited

Manager TitleAgeSince
Chief Operating Officer 53 21/08/2008
Chief Executive Officer 54 31/07/2010
Director of Finance/CFO 42 23/05/2023
Chief Tech/Sci/R&D Officer 48 18/09/2024

Composition of the Board of Directors: Vipshop Holdings Limited

Director TitleAgeSince
Chairman 54 21/08/2008
Director/Board Member 53 31/12/2010
Director/Board Member 54 31/12/2010
Director/Board Member 55 31/12/2010
Director/Board Member 57 29/02/2012
Director/Board Member 56 29/02/2012
Director/Board Member 54 31/10/2020
Director/Board Member 62 31/12/2010
Director/Board Member 53 28/12/2017
Director/Board Member 57 21/03/2013

Shareholders: Vipshop Holdings Limited

NameEquities%Valuation
Fidelity Investments Canada ULC
6.189 %
24,907,022 6.189 % 358 M $
Invesco Advisers, Inc.
4.723 %
19,009,229 4.723 % 274 M $
Acadian Asset Management LLC
3.954 %
15,912,680 3.954 % 229 M $
BlackRock Advisors LLC
3.534 %
14,221,597 3.534 % 205 M $
Robeco Institutional Asset Management BV
3.107 %
12,505,064 3.107 % 180 M $
NameEquities%Valuation
UBS Financial Services, Inc.
13.67 %
16,129,947 13.67 % 1 161 M $
10.89 %
12,852,698 10.89 % 925 M $
7.381 %
8,707,142 7.381 % 626 M $
0.3249 %
383,259 0.3249 % 28 M $
0.1992 %
235,049 0.1992 % 17 M $
NameEquities%Valuation
100 %
15,560,358 100 % 112 M $

Holdings: Vipshop Holdings Limited

NameEquities%Valuation
26,469,42212.99% 24 M $

Company details: Vipshop Holdings Limited

Vipshop Holdings Ltd.

128 Dingxin Road

510220, Guangzhou

+86 20 2233 0025

http://www.vip.com
address Vipshop Holdings Limited(VIPS)

E-commerce & Auction Services

Change 5d. change 1-year change 3-years change Capi.($)
-2.31%-4.85%-7.52%-17.65% 6.5B
-3.88%-2.54%+1.41%+39.63% 276B
-5.60%-7.72%-1.68%+72.07% 143B
-0.94%+0.75%-15.44%+16.84% 121B
-1.65%-5.18%-35.23%+28.17% 81.51B
+1.72%+8.85%-43.58%-34.36% 63.01B
+0.18%+0.07%+39.10%+142.03% 48.55B
+0.62%-5.52%-38.24%-29.71% 28.66B
-2.31%+4.86%-7.11%-9.37% 5.4B
+1.19%+4.32%+16.71%+56.61% 5.31B
Average -1.30%-0.30%-9.16%+26.43% 77.9B
Weighted average by Cap. -2.57%-1.19%-8.39%+37.97%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
22
Last Close Price
91.65CNY
Average target price
128.19CNY
Spread / Average Target
+39.86%

Quarterly revenue - Rate of surprise

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