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Showing posts with label VIPS. Show all posts
Showing posts with label VIPS. Show all posts

Wednesday, August 19, 2020

-=Vipshop (VIPS) reported earnings on Wed 19 Aug 20 (b/o)



Vipshop reports EPS in-line, misses on revs; guides Q3 revs below consensus
  • Reports Q2 (Jun) earnings of CNY1.92 per share, in-line with the S&P Capital IQ Consensus of CNY1.92; revenues rose 6.9% year/year to CNY23.21 bln vs the CNY23.67 bln S&P Capital IQ Consensus.
  • Co issues downside guidance for Q3, sees Q3 revs of CNY20.6-21.6 bln vs. CNY21.94 bln S&P Capital IQ Consensus.

  • Monday, August 17, 2020

    Earnings this week : August 17 - 21, 20 (wk 34)

    Monday (Aug 17)
    • Morning: JD
    • Afternoon: BEST FN

    Tuesday (August 18)
    • Morning: AAP AMCR GDS HD KC KSS LX SE SFL WMT
    • Afternoon: ATGE A CREE JKHY LZB SUPN

    Wednesday (August 19)
    • Morning: ADI LOW TGT TJX VIPS
    • Afternoon: LB NDSN NVDA SQM SNPS

    Thursday (August 20)
    • Morning: BABA BJ EL MLCO
    • Afternoon: KEYS OSIS ROST

    Friday (August 21)
    • Morning: BZUN BKE DE FL PDD 

    *****
    Earnings spotlight: 
    • JD.com (NASDAQ:JD) on August 17; 
    • Walmart (WMT), Home Depot (HD), Kohl's (NYSE:KSS), Advance Auto Parts (NYSE:AAP) and Toll Brothers (NYSE:TOL) on August 18; 
    • Lowe's (LOW), Target (TGT), TJX Companies (NYSE:TJX), Nvidia (NASDAQ:NVDA) and L Brands (NYSE:LB) on August 19; 
    • Alibaba (NYSE:BABA), BJ's Wholesale (NYSE:BJ), Estee Lauder (NYSE:EL), and Ross Stores (NASDAQ:ROST) on August 20 and 
    • Buckle (NYSE:BKE), Foot Locker (NYSE:FL) and Deeere (NYSE:DE) on August 21.

    Monday, August 13, 2018

    -=Vipshop (VIPS) reported earnings on Mon 13 Aug 2018 (a/h)



    Vipshop misses by RMB 0.10, misses on revs; guides Q3 revs below consensus 
    • Reports Q2 (Jun) earnings of RMB 0.84 per share, excluding non-recurring items, RMB 0.10 worse than the Capital IQ Consensus of RMB 0.94; revenues rose 18.4% year/year to RMB 20.74 bln vs the RMB 21.23 bln Capital IQ Consensus, primarily driven by the growth in the number of total active customers and the improvement in average revenue per customer. The number of active customers for Q2 increased by 6% year over year to 29.8 million.
    • Total orders for the second quarter of 2018 increased by 31% year over year to 111.3 million 
    • Co issues downside guidance for Q3, sees Q3 revs of +13-18% to ~RMB 17.3-18.1 bln vs. RMB 19.09 bln Capital IQ Consensus Estimate. 
    • "We worked closely with our strategic partners, Tencent and JD.com, in order to unlock the value the strategic alliance presents for all three parties. As such, we are keenly focused on our merchandising strategy, which will further fortify our position as China's leading online discount retailer."

    Sunday, August 12, 2018

    Earnings this week : Aug 13 - 17, 18 (wk 33)

    Earnings confirmed to report this week:

    Monday (August 13)

    Tuesday (Aug 14)
    • Morning: AAP ARRY BZUN CAE CDK CSIQ  CVIA EAT EYE GDS HD MMYT TPR 
    • Afternoon: A CASA CDLX CGC CREE DDS FENG HOLI MYGN PETQ VIAV  WPM

    Wednesday (Aug 15)
    • Morning: LXFT M MSGN  PFGC
    • Afternoon: BGG CACI CSCO NTAP SPTN

    Thursday (Aug 16)
    • Morning: DESP JCP JD MSG QIWI WMT   WUBA
    • Afternoon: AMAT ATGE  JWN  NVDA  ZOES

    Friday (Aug 17)
    • Morning: DE



    Monday, December 18, 2017

    =Vipshop Holdings (VIPS) : new $863 million investment from Tencent Holdings (TCEHY) and JD.com (JD)



    Chinese internet giants Tencent Holdings (TCEHY) and JD.com (JD) announced an $863 million investment in Vipshop Holdings (VIPS), stepping up rivalry with Alibaba (BABA).

    Tencent will invest $604 million for a 7% stake, while JD.com will invest $259 million to raise its existing stake to 5.5%.

    "Vipshop is the 'Groupon' of China due to their discounted sales events though the company has built a strong franchise in clothing particularly women's clothing," said Brendan Ahern, CIO of Krane Funds Advisors, which offers the KraneShares CSI China internet ETF (KWEB).

    He added: "VIPS will be highlighted on JD.com's mobile e-commerce platform and on Tencent's WeChat social media platform. Tencent is leveraging their stake in e-commerce platform JD.com in their battle with Alibaba."

    Tencent added 1.1% Monday, JD jumped nearly 3%, Vipshop vaulted 44% and Alibaba gave up 0.2%.

    Monday, November 20, 2017

    -=Vipshop (VIPS) reported earnings on Mon 20 November 2017 (a/h)



    Vipshop misses by $0.04, reports revs in-line; guides Q4 revs in-line 
    • Reports Q3 (Sep) earnings of RMB 0.91 per share, RMB 0.04 worse than the Capital IQ Consensus of RMB 0.95; revenues rose 27.6% year/year to RMB 15.31 bln vs the RMB 15.21 bln Capital IQ Consensus. 
      • The number of active customers for the trailing twelve months ended September 30, 2017 increased by 22% year over year to 60.5 million from 49.6 million in the prior year period.
      • Total orders for the third quarter of 2017 increased by 23% year over year to 74.0 million from 60.1 million in the prior year period.
      • Gross margin was 22.9% as compared with 24.4% in the prior year period, primarily attributable to investment in promotional activities for market share gain, which is balanced by reduced spending in the Company's broader marketing efforts.
    • Co issues in-line guidance for Q4, sees Q4 revs of +20-25% to ~RMB 22.8-23.8 bln vs. RMB 23.19 bln Capital IQ Consensus Estimate. 

    Monday, August 15, 2016

    =====Vipshop (VIPS) reported earnings Mon 15 Aug 2016 (a/h)




    Vipshop beats by $0.02, beats on revs; guides Q3 revs in-line/midpoint above estimates :
    • Reports Q2 (Jun) earnings of $0.17 per share, excluding non-recurring items, $0.02 better thanthe Capital IQ Consensus of $0.15; rev +49% to $2.02 bln vs. $1.92 bln consensus, primarily driven by the growth in the numbers of total active customers, repeat customers, and total orders. The number of active customers for the second quarter of 2016 increased by 62% to 23.0 million from 14.2 million in the prior year period. The number of total orders for the second quarter of 2016 increased by 54% to 68.9 million from 44.9 million in the prior year period.
    • Co issues in-line guidance for Q3, sees Q3 revs +37-43% to ~RMB 11.9-12.4 bln vs. $12.03 bln Capital IQ Consensus Estimate.
    • "With the addition of more than 8.2 million new customers in the second quarter, which represents a 50% increase compared to the same period in the prior year, we also experienced further diversification of our customer base towards younger and more Internet- and mobile-savvy shoppers. To better target these expanding demographics, we have enhanced the customization of our product offerings which are tailored to shoppers in various age groups. Looking forward, we will continue to focus on diversifying our product offerings and delivering more personalized products and services to our valued customers."

    Wednesday, May 18, 2016

    Vipshop (VIPS) reported earnings on Wed 5/18/16 (b/o)

    ** charts before earnings **







    ** charts after earnings **


    Monday, November 23, 2015

    VIPS - RW



    After a big gap down, watch for a reversal


    Wednesday, February 11, 2015

    VIPS - Trend change