Baozun

BZUN

Market cap $205M

I continue to award a Buy rating to Baozun, following my evaluation of its recent quarterly results. BZUN's 2Q2025 headline loss was driven by an one-off; it should be profitable for full-year FY25 on the back of positive operating leverage and management's commitment to reduce expenses. Topline grew +7% YoY in 2Q25 which surpassed expectations; new store openings and a major e-commerce festival should act as growth engines for the second half of this year.

Baozun Inc. (NASDAQ:BZUN ) Q2 2025 Earnings Conference Call August 28, 2025 7:30 AM ET Company Participants Junhua Wu - Co-Founder, Chief Strategy Officer & Director Ken Huang - Corporate Participant Wenbin Qiu - Co-Founder, Chairman of the Board & CEO Wendy Shu Sun - Joint Company Secretary and Senior Director of Corporate Development & Investor Relations Yanjie Zhu - Chief Financial Officer Conference Call Participants Alicia Yap - Citigroup Inc., Research Division Chris Zhao - Unidentified Company Ye Tao - CMB International Securities Limited, Research Division Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, today's conference call is being recorded.

SHANGHAI , Aug. 28, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced its unaudited financial results for the second quarter of 2025. Mr. Vincent Qiu, Chairman and Chief Executive Officer of Baozun, commented, "Baozun delivered another solid quarter, with total revenue up 7% and significant improvement in underlying operating profitability in both BEC and BBM businesses.

SHANGHAI , Aug. 14, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced that it will release its unaudited financial results for the second quarter and the six months ended June 30, 2025 on Thursday, August 28, 2025, before the open of U.S. markets. The Company will host a conference call to discuss the earnings at 7:30 a.m.

Here is how Baozun Inc. (BZUN) and Celestica (CLS) have performed compared to their sector so far this year.

SHANGHAI , June 18, 2025 /PRNewswire/ -- Baozun Inc. (NASDAQ: BZUN and HKEX: 9991) ("Baozun" or the "Company"), a leading brand e-commerce solution provider and digital commerce enabler in China, announced today that its annual general meeting of shareholders (the "AGM") was held in Hong Kong on Wednesday, June 18, 2025 at 3:00 p.m., Hong Kong time (or 3:00 a.m.

Baozun Inc. (NASDAQ:BZUN ) Q1 2025 Earnings Conference Call May 21, 2025 7:30 AM ET Company Participants Wendy Sun - Senior Director, Corporate Development and Investor Relations Vincent Wenbin Qiu - Founder, Chairman and Chief Executive Officer Catherine Yanjie Zhu - Chief Financial Officer Junhua Wu - Director and Chief Strategy Officer Ken Huang - Chief Financial Officer, Baozun Brand Management Conference Call Participants Alicia Yap - Citigroup Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's First Quarter 2025 Earnings Conference Call. Currently, all participants are in a listen-only mode.

SHANGHAI , May 21, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced its unaudited financial results for the first quarter of 2025. Mr. Vincent Qiu, Chairman and Chief Executive Officer of Baozun, commented, "Baozun continues to execute our strategic transformation with consistent quarterly progress.

SHANGHAI , May 16, 2025 /PRNewswire/ -- Baozun Inc. (NASDAQ: BZUN and HKEX: 9991) ("Baozun" or the "Company"), a leading brand e-commerce solution provider and digital commerce enabler in China, announced today that it will hold its annual general meeting of shareholders ("AGM") on Wednesday, June 18, 2025, at 3:00 p.m., Hong Kong time (or 3:00 a.m.

SHANGHAI , May 7, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced that it will release its unaudited financial results for the first quarter ended March 31, 2025 on Wednesday, May 21, 2025, before the open of U.S. markets. The Company will host a conference call to discuss the earnings at 7:30 a.m.