Baozun

BZUN

Market cap $168M

Baozun is still deserving of a 'Buy' rating, based on my assessment of its performance and prospects. BZUN's Brand Management segment registered a 20% YoY sales growth in 3Q2025, fueled by new outlets and a high-profile celebrity endorsement. BZUN is implementing cost controls and moving towards higher-margin, asset-light business arrangements for its E-Commerce operations; this puts it in a good position to become profitable for the full-year FY25 and FY26.

Baozun Inc. ( BZUN ) Q3 2025 Earnings Call November 25, 2025 6:30 AM EST Company Participants Wendy Sun - Joint Company Secretary and Senior Director of Corporate Development & Investor Relations Wenbin Qiu - Co-Founder, Chairman of the Board & CEO Catherine Yanjie Zhu - Chief Financial Officer Junhua Wu - Co-Founder, Chief Strategy Officer & Director Ken Huang Conference Call Participants Alicis a Yap - Citigroup Inc., Research Division Jiawei Yin - Citic Securities Co., Ltd., Research Division Joanna Ma - CMB International Securities Limited, Research Division Presentation Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's Third Quarter 2025 Earnings Conference Call.

SHANGHAI , Nov. 25, 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 third quarter of 2025. Mr. Vincent Qiu, Chairman and Chief Executive Officer of Baozun, commented, "In the third quarter, we advanced our strategic transformation with steady momentum, delivering a strong quarter marked by 5% total revenue growth and a significant narrowing of operating loss.

SHANGHAI , Nov. 11, 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 third quarter ended September 30, 2025 on Tuesday, November 25, 2025, before the open of U.S. markets. The Company will host a conference call to discuss the earnings at 6:30 a.m.

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.