当前电子商务行业竞争加剧,加上消费需求疲软,唯品会(VIPS)在2024年第三季度的业绩表现明显承压。
财报数据显示,本季度唯品会营收为207亿元人民币,同比下降9.2%。GMV也同比下降5.6%至401亿元。造成收入下滑的主要原因是活跃用户和订单数量均有所下降。
值得一提的是,尽管营收大幅下滑,但唯品会本季度毛利率略有上升,达到24%,同比提高0.4个百分点。不过,由于营收下降的影响,唯品会净利润出现双位数的下滑,为10.6亿元人民币,同比下降14%。营业利润也同比下降13%至13亿元人民币。
不过,唯品会在控制费用方面有所举措,本季度营销、管理等费用同比下降6.1%。显示公司在一定程度上限制了经营支出的增长。但是由于营收下滑幅度更大,费用支出占营收比例仍有所上升。
为了回馈股东,唯品会在本季度投入2.75亿美元回购股票,显示公司对未来发展仍保持信心。不过从营收指引来看,唯品会预计第四季度营收仍将同比下降5%至10%。
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