Four Internet Delivery Service Stocks to Watch in a Thriving Market
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 23 2025
0mins
Should l Buy VIPS?
Source: NASDAQ.COM
Industry Overview: The Zacks Internet - Delivery Services industry includes companies providing various online services such as food delivery, travel booking, and web hosting, with growth driven by increased smartphone usage and internet access, although profitability remains a challenge due to high R&D and marketing costs.
Trends and Challenges: Key trends include shifting consumer preferences towards online services and technological innovations improving delivery efficiency; however, risks from tariff wars and high upfront costs for expansion could impact profitability, especially against competition from major tech firms.
Market Performance: The industry has underperformed compared to the S&P 500 and the broader technology sector, with a modest gain of 0.2% over the past year, while the S&P 500 and tech sector saw increases of 18.4% and 30.1%, respectively.
Stock Highlights: Notable companies in the industry include GoDaddy, Vipshop Holdings, QuinStreet, and Asure Software, all of which are experiencing growth driven by strategic initiatives and market demand, with positive earnings outlooks reflected in upward revisions of consensus estimates.
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Analyst Views on VIPS
Wall Street analysts forecast VIPS stock price to rise
6 Analyst Rating
3 Buy
3 Hold
0 Sell
Moderate Buy
Current: 17.290
Low
18.00
Averages
21.12
High
23.60
Current: 17.290
Low
18.00
Averages
21.12
High
23.60
About VIPS
Vipshop Holdings Ltd is an online discount retailer for brands in China. The Company offers branded products to consumers in China through flash sales mainly on its vip.com Website. The Company's segment is sales, product distribution and offering of goods on its online platforms. The Company conducts its business through its subsidiaries and consolidated affiliated entities in China. Through its flash sales model, the Company sells limited quantities of discounted branded products online for limited periods of time. The Company offers diversified product offerings from over 17,000 domestic and international brands, including apparel for women, men and children, fashion goods, cosmetics, home goods and other lifestyle products. The Company offers a range of products and services for consumers through lefeng.com, specializing in branded cosmetics, apparel, healthcare products, food and other consumer products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Vipshop Schedules Q4 and Full Year 2025 Earnings Release
- Earnings Release Schedule: Vipshop plans to release its Q4 and full year 2025 financial results on February 26, 2026, before the US market opens, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call on February 26, 2026, at 7:00 am US Eastern Time (8:00 pm Beijing Time) to discuss the financial results in depth, aiming to bolster market confidence.
- Participant Registration Requirement: All participants wishing to join the conference call must pre-register online, ensuring a smooth meeting process and enhancing participant engagement during the call.
- Webcast and Archive Availability: The earnings conference call will be available via live webcast and archived on the company's investor relations website, allowing investors who cannot attend in real-time to access the information later, thereby improving information accessibility.
See More
Vipshop Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Vipshop plans to release its Q4 and full year 2025 financial results on February 26, 2026, before the US market opens, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call on February 26, 2026, at 7:00 AM US Eastern Time (8:00 PM Beijing Time) to discuss the financial results in depth, aiming to bolster market confidence among investors.
- Participant Registration Requirement: All participants wishing to join the conference call must pre-register online, ensuring smooth proceedings and enhancing participant engagement, reflecting the company's focus on investor relations.
- Live Webcast and Archive: The earnings conference call will be available via live webcast and archived on the company's investor relations website, ensuring that investors who cannot attend in real-time can access key information, further enhancing information transparency.
See More
Vipshop to Release Q4 and Full Year 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Vipshop plans to announce its Q4 and full year 2025 financial results on February 26, 2026, before the US market opens, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call on February 26, 2026, at 7:00 AM US Eastern Time (8:00 PM Beijing Time) to discuss the financial results in depth, aiming to enhance market confidence.
- Participant Registration Requirement: All participants wishing to join the conference call must pre-register online, ensuring a smooth meeting process and improving participant engagement.
- Webcast and Archive Availability: The earnings conference call will be available via live webcast, with an archived version accessible on the company's investor relations website, enhancing information accessibility for investors who cannot attend live.
See More
North of South Capital Reduces Vipshop Holdings Stake
- Share Reduction Transaction: North of South Capital disclosed in an SEC filing that it sold 1,093,316 shares of Vipshop Holdings in the fourth quarter, valued at approximately $21.04 million, indicating a potential decrease in confidence in the company.
- Remaining Share Value: As of the quarter's end, North of South Capital retained 2,262,683 shares of Vipshop, valued at about $40.03 million, although the overall position's value declined by $25.88 million due to both the sale and price fluctuations, reflecting a cautious market sentiment.
- Portfolio Adjustment: Vipshop now represents only 3.6% of North of South Capital's 13F reportable assets, down from 6.3% in the previous quarter, indicating a reduced significance in the portfolio, which has shifted towards larger tech stocks.
- Company Performance: Vipshop reported third-quarter revenue of RMB 21.4 billion (approximately $3.0 billion), a 3.4% year-over-year increase, with net income rising 16.8% to RMB 1.2 billion (about $171.5 million), demonstrating its profitability and cash flow despite a shift in investor confidence.
See More
North of South Capital Reduces Vipshop Stake
- Stake Reduction: North of South Capital sold 1,093,316 shares of Vipshop in Q4, with an estimated transaction value of $21.04 million, indicating a cautious market sentiment that may affect investor confidence.
- Value Decline: Following the sale, the value of Vipshop's position decreased by $25.88 million, reflecting not only the impact of the sale but also stock price fluctuations that could lead to adjustments in future investment strategies.
- Ownership Percentage Drop: Vipshop now represents 3.6% of North of South Capital's 13F reportable assets, down from 6.3% in the previous quarter, suggesting a diminished significance of the company within the investment portfolio that may affect its market positioning.
- Performance Metrics: Despite the reduction, Vipshop reported a 3.4% year-over-year revenue increase to RMB 21.4 billion in Q3, with net income rising 16.8% to RMB 1.2 billion, demonstrating its ongoing competitiveness in the Chinese retail market and potential for future growth.
See More
Polaris Capital Fully Exits Vipshop Holdings
- Stake Reduction: On January 29, Polaris Capital disclosed to the SEC that it sold its entire stake in Vipshop, offloading 5.07 million shares in a transaction valued at approximately $99.54 million, indicating a diminished confidence in the stock.
- Asset Reallocation: Vipshop previously represented 6.5% of Polaris's AUM, and this complete exit suggests a strategic shift towards sectors with clearer earnings visibility, particularly in U.S.-listed banks and healthcare.
- Stable Financials: Vipshop reported a 3.4% year-over-year revenue increase to $3 billion and a nearly 17% rise in net income in the latest quarter, reflecting stable fundamentals, yet Polaris's exit may signal caution regarding the Chinese consumer market.
- Market Performance: As of January 28, Vipshop shares were priced at $17.67, up 23.7% over the past year, outperforming the S&P 500 by 8.74 percentage points, indicating its ongoing competitiveness in the e-commerce sector.
See More
Vipshop Schedules Q4 and Full Year 2025 Earnings Release
- Earnings Release Schedule: Vipshop plans to release its Q4 and full year 2025 financial results on February 26, 2026, before the US market opens, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call on February 26, 2026, at 7:00 am US Eastern Time (8:00 pm Beijing Time) to discuss the financial results in depth, aiming to bolster market confidence.
- Participant Registration Requirement: All participants wishing to join the conference call must pre-register online, ensuring a smooth meeting process and enhancing participant engagement during the call.
- Webcast and Archive Availability: The earnings conference call will be available via live webcast and archived on the company's investor relations website, allowing investors who cannot attend in real-time to access the information later, thereby improving information accessibility.
See More
Vipshop Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Vipshop plans to release its Q4 and full year 2025 financial results on February 26, 2026, before the US market opens, demonstrating the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call on February 26, 2026, at 7:00 AM US Eastern Time (8:00 PM Beijing Time) to discuss the financial results in depth, aiming to bolster market confidence among investors.
- Participant Registration Requirement: All participants wishing to join the conference call must pre-register online, ensuring smooth proceedings and enhancing participant engagement, reflecting the company's focus on investor relations.
- Live Webcast and Archive: The earnings conference call will be available via live webcast and archived on the company's investor relations website, ensuring that investors who cannot attend in real-time can access key information, further enhancing information transparency.
See More
Vipshop to Release Q4 and Full Year 2025 Financial Results on February 26, 2026
- Earnings Release Schedule: Vipshop plans to announce its Q4 and full year 2025 financial results on February 26, 2026, before the US market opens, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will hold a conference call on February 26, 2026, at 7:00 AM US Eastern Time (8:00 PM Beijing Time) to discuss the financial results in depth, aiming to enhance market confidence.
- Participant Registration Requirement: All participants wishing to join the conference call must pre-register online, ensuring a smooth meeting process and improving participant engagement.
- Webcast and Archive Availability: The earnings conference call will be available via live webcast, with an archived version accessible on the company's investor relations website, enhancing information accessibility for investors who cannot attend live.
See More
North of South Capital Reduces Vipshop Holdings Stake
- Share Reduction Transaction: North of South Capital disclosed in an SEC filing that it sold 1,093,316 shares of Vipshop Holdings in the fourth quarter, valued at approximately $21.04 million, indicating a potential decrease in confidence in the company.
- Remaining Share Value: As of the quarter's end, North of South Capital retained 2,262,683 shares of Vipshop, valued at about $40.03 million, although the overall position's value declined by $25.88 million due to both the sale and price fluctuations, reflecting a cautious market sentiment.
- Portfolio Adjustment: Vipshop now represents only 3.6% of North of South Capital's 13F reportable assets, down from 6.3% in the previous quarter, indicating a reduced significance in the portfolio, which has shifted towards larger tech stocks.
- Company Performance: Vipshop reported third-quarter revenue of RMB 21.4 billion (approximately $3.0 billion), a 3.4% year-over-year increase, with net income rising 16.8% to RMB 1.2 billion (about $171.5 million), demonstrating its profitability and cash flow despite a shift in investor confidence.
See More
North of South Capital Reduces Vipshop Stake
- Stake Reduction: North of South Capital sold 1,093,316 shares of Vipshop in Q4, with an estimated transaction value of $21.04 million, indicating a cautious market sentiment that may affect investor confidence.
- Value Decline: Following the sale, the value of Vipshop's position decreased by $25.88 million, reflecting not only the impact of the sale but also stock price fluctuations that could lead to adjustments in future investment strategies.
- Ownership Percentage Drop: Vipshop now represents 3.6% of North of South Capital's 13F reportable assets, down from 6.3% in the previous quarter, suggesting a diminished significance of the company within the investment portfolio that may affect its market positioning.
- Performance Metrics: Despite the reduction, Vipshop reported a 3.4% year-over-year revenue increase to RMB 21.4 billion in Q3, with net income rising 16.8% to RMB 1.2 billion, demonstrating its ongoing competitiveness in the Chinese retail market and potential for future growth.
See More
Polaris Capital Fully Exits Vipshop Holdings
- Stake Reduction: On January 29, Polaris Capital disclosed to the SEC that it sold its entire stake in Vipshop, offloading 5.07 million shares in a transaction valued at approximately $99.54 million, indicating a diminished confidence in the stock.
- Asset Reallocation: Vipshop previously represented 6.5% of Polaris's AUM, and this complete exit suggests a strategic shift towards sectors with clearer earnings visibility, particularly in U.S.-listed banks and healthcare.
- Stable Financials: Vipshop reported a 3.4% year-over-year revenue increase to $3 billion and a nearly 17% rise in net income in the latest quarter, reflecting stable fundamentals, yet Polaris's exit may signal caution regarding the Chinese consumer market.
- Market Performance: As of January 28, Vipshop shares were priced at $17.67, up 23.7% over the past year, outperforming the S&P 500 by 8.74 percentage points, indicating its ongoing competitiveness in the e-commerce sector.
See More
