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Primary coverage by Jin Yoon

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NBS: Jan + Feb Surprisingly Resilient

March 15, 2026 — Jin Yoon
VIPS: 4Q25 Results - Apparel to Trend Better in 1Q

February 27, 2026 — Jin Yoon
VIPS: 4Q25 Flash - 1Q Guide Largely Inline

February 26, 2026 — Jin Yoon
NBS: Month of Dec Remains Challenging

January 18, 2026 — Jin Yoon
Latest Platform Regulations: Our Take

January 7, 2026 — Jin Yoon

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