唯品会(VIPS)股价今日盘中大涨5.04%,引起了市场广泛关注。
消息面上,一则分析报告和新闻评论让市场对唯品会前景更为看好。报告指出,唯品会2024年第四季度收入和非GAAP净利润超预期,主要得益于服装类GMV(商品交易总额)超过75%的占比,并重新实现了正增长。这一良好表现主要有三方面原因:一是12月份寒冷天气提振了服装需求;二是今年春节较早,拉动了部分服装需求提前释放;三是唯品会加大了冬季系列服装的营销推广力度。
另外,也有新闻评论对唯品会在服装品类的专注和品牌折扣优势表示看好。唯品会全年服装类商品GMV占比高达75%,创历史新高,体现了公司的差异化定位。同时,通过深度折扣、差异化商品、引入新品牌等方式巩固了品牌供应链、履约等方面的能力。总体来看,折扣零售在通胀环境下有韧性,唯品会长期增长动力在这一优势上有所体现。
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