唯品会:躺平苟住,不想赢也就不会输

海豚投研
19 Nov 2024

北京时间 11 月 19 日美股盘前,$唯品会(VIPS.US) 发榜了 2024 年 3 季度财报,概括来看收入和经营利润双双约 10% 上下的下滑,业绩表现无疑较差,但市场对此已充分预期,详细要点如下:1、本季度唯品会 GMV 实现 401 亿,同比下滑 6%,相比上季度的 0 增长进一步走弱。由于公司已给出了偏弱的指引口风,相比市场预期的 406 亿,勉强 in-line。价量因素上,本季度...

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