2024年10月17日,唯品会(VIPS)股价盘中大跌5.05%,引发市场高度关注。分析人士认为,尽管该公司通过与品牌合作提供大额优惠促销赢得大量用户,但此种增长模式目前面临下行压力。
唯品会主要通过会员制模式为消费者提供来自29000多个品牌合作伙伴的产品,产品定价通常比市场零售价低30%至90%。作为"在线闪购模式"的专家,唯品会在2023年实现了GMV同比18.7%的高速增长。
但分析人士指出,该公司过度依赖促销获取流量增长,存在一定风险。一旦品牌合作伙伴收紧供货或者优惠力度减弱,唯品会的营收增长就可能受阻。同时,这种高折扣模式也加剧了公司获利能力的压力。在目前通胀高企的背景下,继续维持大额让利空间受到质疑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.