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

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

财报电话会议摘要 | 唯品会 (VIPS.US) 2024 年第一季度财报发布会
富途资讯 ·  05/22 22:17  · 电话会议

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

以下是唯品会控股有限公司(VIPS)2024年第一季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • 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.

  • 唯品会2024年第一季度的净收入为人民币276亿元,同比增长0.4%。

  • 毛利增长10.9%,至人民币65亿元,这主要是由于服装销售利润率高。

  • 归属于唯品会股东的净收益增长了24.6%,达到人民币23亿元,非公认会计准则净收益增长了24.8%,达到26亿元人民币。

  • 唯品会预测2024年第二季度的总净收入在265亿元人民币至279亿元人民币之间。

Business Progress:

业务进展:

  • 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.

  • 尽管业务势头放缓,但唯品会保持了运营灵活性,并专注于在2024年第一季度增强长期实力。

  • 由于对春季服装的需求低于预期,销售增长缓慢。

  • 尽管面临挑战,但服装类别仍表现强劲,GMV实现了两位数的增长。

  • 活跃的超级贵宾会员人数增长了11%,占其在线支出的45%。

  • 唯品会扩大了其商品组合,选择了更多的国内和全球品牌,并利用人工智能来优化营销和增强客户参与度。

More details: Vipshop IR

更多详情: 唯品会红外

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

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