天外非仙 的讨论

发布于: 雪球回复:0喜欢:0
Q3是191m,在cc问答里找到了。Q4的数据没有找到,有点关系的就是沈亚说的,“the Tier 1 would be apparel, handbag, shoes and beauty product. And the next Tier of categories that we'll continue to focus would be home goods and baby, and children wear. And in Q4 2014, apparels, handbags and shoes contribution is more than 60% to our GMV”。不纠结这些细节了,两种可能,1是服装特卖等仍高速增长,2.虽然服装特卖的增速放缓了,但开拓的新品类为唯品会的高速增长提供了新引擎。不得不佩服沈亚团队的能力。唯品会的空间仍很大。