NYSE$VIPS

Vipshop Holdings Ltd-ADR · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Vipshop reported FY2025 net revenues of RMB105.9B and net income of RMB7.4B.

Full-year net revenues were RMB105.9 billion with net income of RMB7.4 billion for 2025. The online discount retailer highlights VIP.com and Shan Shan Outlets segments, customer growth, and capital returns in its annual filing.

  • FY2025 net revenues RMB105.9B.
  • Net income RMB7.4B.
  • Active customers and order trends discussed by segment.
  • Capital allocation includes dividends and buybacks per 20-F.

Headline financials

Total Revenue

¥106B

Previous: ¥4.55B+2227.1%
EPS (adj)

¥0.81

Previous: ¥0.78+3.8%
Operating Margin

8.9%

Previous: 8.6%+3.5%
Active Customers

45.3M

Previous: 45.7M-0.9%
Total Orders

206.0M

Previous: 217.5M-5.3%
Gross Margin

22.9%

Previous: 23.0%-0.4%
Gross Merchandise Value

¥66.6B

Previous: ¥66.2B+0.6%
Net Income

¥7.41B

Previous: ¥335M+2110.5%
Operating Income

¥414M

Previous: ¥391M+6.0%
Gross Profit

¥1.06B

Previous: ¥1.04B+1.8%

Revenue & EPS history

Vipshop · Revenue · Quarterly

¥106B

Q4 2025+2,227.1%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Vipshop · ¥21.4B total across 2 segments · Q3 2025

  • Product revenues
    ¥19.4B
  • Other revenues
    ¥2.01B

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-0.8%

Avg return

Earnings day

-0.7%

Avg return

5 days after

+0.4%

Avg return

30 days after

46%

26 / 57 earnings

Positive

+28.9%

Q4 2013

Best reaction

-24.5%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%+3.6%-6.1%
Q4 2025+2.1%-2.4%-7.5%
Q3 2025-7.0%-0.9%-1.6%
Q2 2025+5.9%+1.5%+11.2%
Q1 2025-7.1%-7.2%-4.8%
Q4 2024+1.4%+9.2%+12.1%
Q3 2024-2.4%-4.6%-3.8%
Q1 2024-3.3%-3.1%-13.1%
Q4 2023+11.0%+3.5%-4.6%
Q3 2023+10.3%+8.5%+15.6%
Q2 2023-2.6%-1.4%-9.5%
Q1 2023+0.6%+1.3%+14.4%
Q4 2022-0.2%+9.7%+10.8%
Q3 2022+9.1%+8.5%+52.1%
Q2 2022+12.1%+9.0%-2.2%
Q1 2022+3.0%-6.9%+25.9%
Q4 2021-9.7%-11.9%-5.5%
Q3 2021-17.9%-21.1%-32.1%
Q2 2021-10.3%-4.4%-12.3%
Q1 2021-10.5%-5.1%-23.4%
Q4 2020+3.2%+8.1%-13.7%
Q3 2020+5.9%+5.6%+13.0%
Q2 2020-24.5%-28.1%-30.4%
Q1 2020-1.3%+7.3%+22.8%
Q4 2019+25.8%+28.2%+7.5%
Q3 2019+0.2%+1.6%+13.4%
Q2 2019+9.6%+26.8%+47.3%
Q1 2019-2.1%-0.1%+4.7%
Q4 2018-9.4%-2.0%+0.0%
Q3 2018+8.0%+8.8%+1.3%
Q2 2018-17.4%-21.8%-33.8%
Q1 2018-20.1%-20.3%-25.5%
Q4 2017+14.0%+18.0%+18.1%
Q3 2017-16.0%-16.8%+22.9%
Q2 2017-8.7%-17.0%-10.2%
Q1 2017-7.7%-10.3%-19.7%
Q4 2016+7.2%+7.2%+13.2%
Q3 2016-11.7%-11.7%-16.8%
Q2 2016+3.5%+3.0%-13.1%
Q1 2016-13.1%
Q4 2015-8.6%
Q3 2015+15.3%
Q2 2015-13.3%
Q1 2015-2.2%
Q4 2014+15.2%
Q3 2014-6.5%
Q2 2014-1.0%
Q1 2014+12.3%
Q4 2013+28.9%
Q3 2013+12.8%
Q2 2013-12.8%
Q1 2013+0.6%
Q4 2010-5.0%
Q4 2011-5.0%
Q4 2012+4.3%
Q3 2012-0.2%
Q2 2012-10.6%
Q3 2011
Q2 2011
Q1 2011

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