唯品会:消费情绪逐步好转 公司持续加大股东回报力度

国信证券
23 Feb

收入端:本季度公司营业收入332 亿元,yoy -4.2%,主要受需求疲软、竞争加剧影响:其中产品收入309 亿元,yoy-4.8%,其中服装品类本季度实现正增长,标品业务受益于家居和数码产品以旧换新政策表现明显改善;其他收入23 亿,yoy+4%,其他收入的快速增长主要由杉杉奥莱店带动。展望25Q1,目前看消费者购物情绪略好于公司此前预期,管理层指引收入增速为-5%到0%区间,管理层表示2025...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10