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Earnings Call Summary | Vipshop(VIPS.US) Q1 2024 Earnings Conference

Earnings Call Summary | Vipshop(VIPS.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 唯品會 (VIPS.US) 2024 年第一季度業績發佈會
富途資訊 ·  05/22 22:17  · 電話會議

The following is a summary of the Vipshop Holdings Limited (VIPS) Q1 2024 Earnings Call Transcript:

以下是唯品會控股有限公司(VIPS)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Vipshop's Q1 2024 net revenues were RMB27.6 billion, marking a 0.4% year-on-year growth.

  • Gross profit rose by 10.9% to RMB6.5 billion, mainly due to high margin from apparel sales.

  • Net income attributable to Vipshop's shareholders increased by 24.6% to RMB2.3 billion, and non-GAAP net income saw an increase of 24.8% to RMB2.6 billion.

  • For Q2 2024, Vipshop forecasts total net revenues between RMB26.5 billion and RMB27.9 billion.

  • 唯品會2024年第一季度的淨收入爲人民幣276億元,同比增長0.4%。

  • 毛利增長10.9%,至人民幣65億元,這主要是由於服裝銷售利潤率高。

  • 歸屬於唯品會股東的淨收益增長了24.6%,達到人民幣23億元,非公認會計准則淨收益增長了24.8%,達到26億元人民幣。

  • 唯品會預測2024年第二季度的總淨收入在265億元人民幣至279億元人民幣之間。

Business Progress:

業務進展:

  • Despite a slowdown in business momentum, Vipshop maintained operational flexibility and focused on enhancing long-term strength in Q1 2024.

  • There was a slow growth in sales due to softer-than-expected demand for spring clothing.

  • Despite challenges, the apparel category recorded strong performance with double-digit GMV growth.

  • Active Super VIP membership grew by 11% and contributed to 45% of their online spending.

  • Vipshop expanded its merchandise portfolio with a wider selection of national and global brands and leveraged AI to optimize marketing and enhance customer engagement.

  • 儘管業務勢頭放緩,但唯品會保持了運營靈活性,並專注於在2024年第一季度增強長期實力。

  • 由於對春季服裝的需求低於預期,銷售增長緩慢。

  • 儘管面臨挑戰,但服裝類別仍表現強勁,GMV實現了兩位數的增長。

  • 活躍的超級貴賓會員人數增長了11%,佔其在線支出的45%。

  • 唯品會擴大了其商品組合,選擇了更多的國內和全球品牌,並利用人工智能來優化營銷和增強客戶參與度。

More details: Vipshop IR

更多詳情: 唯品會紅外

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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