唯品会:不怕业绩磨底,股东回报救场

海豚投研
21 Feb

北京时间 11 月 19 日美股盘前,$唯品会(VIPS.US)发榜了 2024 年 4 季度财报,概括来看由于大超预期的 GMV 指标,唯品会本季各主要财务指标普遍好于预期,且慷慨的股东回报都是亮点,具体来看:1、本季度唯品会 GMV 实现 662 亿,同比大体持平。虽然没有增长,但由于已有负增长的先例、本季更差的社零数据和管理层早先的保守指引,市场对本季 GMV 的预期是 4%~6% 的负增长...

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