异动解读 | 业绩超预期,服装业务小幅增长,唯品会股价盘中大涨5.42%

异动解读
26 Feb

唯品会(VIPS)今日盘中大涨5.42%,引发了市场的广泛关注。

公司在刚公布的2024年第四季度财报中,营收、净利润双双超出市场预期,这是本轮股价上涨的主因之一。财报数据显示,第四季度公司营业收入为332.24亿元,归母净利润为24.47亿元,摊薄后每ADS收益4.69元,均高于分析师预期。

作为垂直电商平台,唯品会的服装类目代表其主要营收来源。消息称,2024年第四季度,公司服装穿戴品类GMV同比增长2%,较前三季度有所回暖,维持了小幅增长。值得注意的是,前三季度该类目增速有所放缓。服装业务的增长也是本次股价上涨的助推因素之一。

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