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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
moomoo AI ·  05/22 10:17  · 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: This article is generated by AI. The accuracy of the content can not be fully guaranteed. 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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