View ValuationBaozun 将来の成長Future 基準チェック /36Baozun利益と収益がそれぞれ年間63.7%と5.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に7.6% 75.5%なると予測されています。主要情報63.7%収益成長率75.51%EPS成長率Multiline Retail 収益成長6.3%収益成長率5.5%将来の株主資本利益率7.62%アナリストカバレッジGood最終更新日02 Jun 2026今後の成長に関する最新情報Breakeven Date Change • Mar 22Forecast breakeven date pushed back to 2025The 10 analysts covering Baozun previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 44% to 2024. The company is expected to make a profit of CN¥184.7m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesRecent Insider Transactions • Jul 01Co-Founder recently bought €73k worth of stockOn the 24th of June, Junhua Wu bought around 29k shares on-market at roughly €2.51 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Junhua has been a buyer over the last 12 months, purchasing a net total of €578k worth in shares.Reported Earnings • May 22First quarter 2026 earnings released: CN¥0.13 loss per share (vs CN¥1.09 loss in 1Q 2025)First quarter 2026 results: CN¥0.13 loss per share (improved from CN¥1.09 loss in 1Q 2025). Revenue: CN¥2.38b (up 15% from 1Q 2025). Net loss: CN¥7.46m (loss narrowed 88% from 1Q 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Steve Hsia was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 08Baozun Inc. to Report Q1, 2026 Results on May 20, 2026Baozun Inc. announced that they will report Q1, 2026 results Pre-Market on May 20, 2026お知らせ • Apr 25Baozun Inc., Annual General Meeting, May 15, 2026Baozun Inc., Annual General Meeting, May 15, 2026.お知らせ • Mar 11Baozun Inc. to Report Q4, 2025 Results on Mar 25, 2026Baozun Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 25, 2026お知らせ • Nov 11Baozun Inc. to Report Q3, 2025 Results on Nov 25, 2025Baozun Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 25, 2025お知らせ • Aug 14Baozun Inc. to Report Q2, 2025 Results on Aug 28, 2025Baozun Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2025お知らせ • May 07Baozun Inc. to Report Q1, 2025 Results on May 21, 2025Baozun Inc. announced that they will report Q1, 2025 results Pre-Market on May 21, 2025お知らせ • Apr 24Baozun Inc., Annual General Meeting, May 19, 2025Baozun Inc., Annual General Meeting, May 19, 2025.お知らせ • Mar 20+ 1 more updateBaozun Inc. Reports Impairment of Goodwill for the Fourth Quarter Ended December 31, 2024Baozun Inc. reported impairment of goodwill for the fourth quarter ended December 31, 2024. For the fourth quarter, the company reported impairment of goodwill of RMB 6,934.お知らせ • Mar 06Baozun Inc. to Report Q4, 2024 Results on Mar 20, 2025Baozun Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 20, 2025Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Steve Hsia was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 07Baozun Inc. to Report Q3, 2024 Results on Nov 21, 2024Baozun Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 21, 2024Buy Or Sell Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €2.16. The fair value is estimated to be €2.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.2% in a year. Earnings are forecast to grow by 84% in the next year.Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.51 loss per share (vs CN¥0.34 loss in 2Q 2023)Second quarter 2024 results: CN¥0.51 loss per share (further deteriorated from CN¥0.34 loss in 2Q 2023). Revenue: CN¥2.39b (up 3.1% from 2Q 2023). Net loss: CN¥30.6m (loss widened 53% from 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.お知らせ • Aug 14Baozun Inc. to Report Q2, 2024 Results on Aug 28, 2024Baozun Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 28, 2024お知らせ • Jun 19Baozun Inc. Announces Appointment of Jun Wang as DirectorBaozun Inc. in relation to appointment of directors dated June 14, 2024. The Company would like to provide the following additional information in relation to the biographical details of Dr. Jun Wang ("Dr. Wang"): Dr. Wang served as a non-executive director of Mulsanne Group Holding Limited from August 2019 to March 2022 and a director of Secoo Holding Limited from July 2020 to April 2022.お知らせ • May 31Baozun Inc. Announces Resignation of Yang Liu as DirectorThe board of directors of the Baozun Inc. announced that with effect from May 30, 2024, Ms. Yang Liu has resigned as a Director due to shareholding changes of Alibaba Investment Limited in the Company.Reported Earnings • May 30First quarter 2024 earnings released: CN¥1.10 loss per share (vs CN¥1.42 loss in 1Q 2023)First quarter 2024 results: CN¥1.10 loss per share (improved from CN¥1.42 loss in 1Q 2023). Revenue: CN¥1.98b (up 4.9% from 1Q 2023). Net loss: CN¥66.6m (loss narrowed 20% from 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 9 percentage points per year, which is a significant difference in performance.お知らせ • May 16Baozun Inc. to Report Q1, 2024 Results on May 28, 2024Baozun Inc. announced that they will report Q1, 2024 results Pre-Market on May 28, 2024お知らせ • May 12Baozun Inc., Annual General Meeting, Jun 12, 2024Baozun Inc., Annual General Meeting, Jun 12, 2024, at 14:00 China Standard Time. Location: Unit 1701-1707 & 1716, 17/F., BEA Tower Millennium City 5, 418 Kwun Tong Road, Kwun Tong, Hong Kong Kwun Tong Hong Kong Agenda: To receive, consider and adopt the audited consolidated financial statements for the year ended December 31, 2023 together with the report of the directors of the Company (the “Directors”) and the independent auditor’s report; to re-elect the retiring Directors; to authorize the board of Directors (the “Board”) to fix the Directors’ fees; to re-appoint Deloitte Touche Tohmatsu as auditor of the Company and authorize the Board to fix its remuneration; and to consider other matters.Reported Earnings • Apr 21Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.お知らせ • Apr 20Baozun Inc. Announces Change of Chief Financial OfficerThe board of directors of Baozun Inc. announced that Mr. Arthur Yu ("Mr. Yu") has resigned as the chief financial officer of the Company (the "Chief Financial Officer") with effect from April 19, 2024, as he will retain and focus on his role as the president of the Company's E-commerce business. The Board further announced that Ms. Catherine Zhu (Ms. Zhu) has been appointed as the Chief Financial Officer with effect from April 19, 2024. Ms. Catherine Zhu is a seasoned finance executive with extensive experience in leading finance operations across diverse industries. She joined Baozun in 2020 as Director of Finance, held a number of positions with the Company thereafter and currently serves as Vice President of Finance. Before joining Baozun, Catherine held key roles in various organizations from 2013 to 2020, including IBR Ltd., Cue & Co., Xperience Communications (Shanghai) Co. Ltd., Porsche Centre Shanghai Waigaoqiao Limited and Lend Lease Project Management & Construction (Shanghai) Co Ltd. She started her career at KPMG Shanghai as an Audit Manager from 2005 to 2013. Catherine holds a bachelor's degree in Business Administration from Shanghai International Studies University and is certified by the Chinese Institute of Certified Public Accountants (CICPA) and holds a Certified Internal Auditor (CIA) certificate.New Risk • Apr 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding).Breakeven Date Change • Mar 22Forecast breakeven date pushed back to 2025The 10 analysts covering Baozun previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 44% to 2024. The company is expected to make a profit of CN¥184.7m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.Reported Earnings • Mar 22Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.お知らせ • Mar 08Baozun Inc. to Report Q4, 2023 Results on Mar 21, 2024Baozun Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 21, 2024Buy Or Sell Opportunity • Feb 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €2.14. The fair value is estimated to be €2.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 9.0% in a year. Earnings are forecast to grow by 99% in the next year.New Risk • Feb 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.7% increase in shares outstanding).お知らせ • Jan 25Baozun Inc. to Report Fiscal Year 2023 Results on Mar 31, 2024Baozun Inc. announced that they will report fiscal year 2023 results on Mar 31, 2024お知らせ • Jan 24Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $20 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.Reported Earnings • Nov 24Third quarter 2023 earnings released: CN¥2.12 loss per share (vs CN¥2.88 loss in 3Q 2022)Third quarter 2023 results: CN¥2.12 loss per share (improved from CN¥2.88 loss in 3Q 2022). Revenue: CN¥1.82b (up 4.7% from 3Q 2022). Net loss: CN¥126.4m (loss narrowed 25% from 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.お知らせ • Nov 09Baozun Inc. to Report Q3, 2023 Results on Nov 22, 2023Baozun Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 22, 2023New Risk • Nov 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Reported Earnings • Aug 28Second quarter 2023 earnings released: CN¥0.34 loss per share (vs CN¥1.26 loss in 2Q 2022)Second quarter 2023 results: CN¥0.34 loss per share (improved from CN¥1.26 loss in 2Q 2022). Revenue: CN¥2.32b (up 9.3% from 2Q 2022). Net loss: CN¥20.0m (loss narrowed 74% from 2Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.New Risk • Aug 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Aug 15Baozun Inc. to Report Q2, 2023 Results on Aug 28, 2023Baozun Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 28, 2023Reported Earnings • May 26First quarter 2023 earnings released: CN¥0.002 loss per share (vs CN¥1.87 loss in 1Q 2022)First quarter 2023 results: CN¥0.002 loss per share (improved from CN¥1.87 loss in 1Q 2022). Revenue: CN¥1.98b (flat on 1Q 2022). Net loss: CN¥122.4m (flat on 1Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.お知らせ • May 26An unknown buyer acquired Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN).An unknown buyer acquired Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN) in third quarter of 2022. An unknown buyer completed the acquisition of Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN) in third quarter of 2022.お知らせ • May 16Baozun Inc., Annual General Meeting, Jun 15, 2023Baozun Inc., Annual General Meeting, Jun 15, 2023, at 14:00 China Standard Time. Location: Unit 1701-1707 & 1716, 17/F., BEA Tower Millennium City 5 418 Kwun Tong Road, Kwun Tong, Hong Kong Kwun Tong Hong Kong Agenda: To receive, consider and adopt the audited consolidated financial statements for the year ended 31 December 2022 together with the report of the directors of the Company and the independent auditor ’s report; to consider directorate reelections; to authorize the board of Directors to fix the Directors’ fees; to re-appoint Deloitte Touche Tohmatsu as auditor of the Company and authorize the Board to fix its remuneration; and to consider other matters.お知らせ • May 13Baozun Inc. to Report Q1, 2023 Results on May 25, 2023Baozun Inc. announced that they will report Q1, 2023 results Pre-Market on May 25, 2023お知らせ • May 12Baozun Inc. Announces Board ChangesThe board of directors of Baozun Inc. announced that Ms. Bin Yu has resigned as an independent Director, the chairman of the audit committee (the Audit Committee) and a member of each of the compensation committee (the Compensation Committee) and the nominating and corporate governance committee (the Nominating and Corporate Governance Committee) of the Company with effect from May 11, 2023, as she will join the Company as a consultant. Ms. Yu has confirmed that she has no disagreement with the Board and there is no matter in relation to her resignation that needs to be brought to the attention of the shareholders of the Company and The Stock Exchange of Hong Kong Limited. The Board further announced that with effect from May 11, 2023, (i) Mr. Benjamin Changqing Ye, an independent Director, was re-designated from a member of the Audit Committee to the chairman of the Audit Committee; (ii) Mr. Ye was appointed as a member of each of the Compensation Committee and the Nominating and Corporate Governance Committee; (iii) Mr. Steve Hsien-Chieng Hsia, an independent Director, was appointed as a member of the Audit Committee.Reported Earnings • Mar 23Full year 2022 earnings released: CN¥10.69 loss per share (vs CN¥3.05 loss in FY 2021)Full year 2022 results: CN¥10.69 loss per share (further deteriorated from CN¥3.05 loss in FY 2021). Revenue: CN¥8.40b (down 11% from FY 2021). Net loss: CN¥653.3m (loss widened 197% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.お知らせ • Feb 01Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited.Baozun Inc. (NasdaqGS:BZUN) signed definitive agreements to acquire Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited for $50 million on November 8, 2022. The consideration is paid in an all cash transaction. The consideration will be financed by the internal resources of the Group. Gap (Shanghai) Commercial reported a net loss of $-0.040 million in December 31, 2021 and Gap Taiwan Limited reported a net loss of -0.01 million in January 29, 2022. The debt restructuring for Gap Shangai and Gap Taiwan has been completed. The relevant government approval in respect of the Gap Taiwan Limited Transfer shall have been obtained, and Completion in relation to Gap (Shanghai) Commercial Transfer shall have taken place. The transaction is expected to complete in first half of 2023. Morgan Stanley is advising Gap on both divestitures & acted as financial advisor to Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited. Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited on February 1, 2023. Greater China will become part of the Baozun group, under the business line of Baozun Brand Management, led by Sandrine Zerbib, President of Baozun Brand Management. Wing Xiao, the Head of Operations at Baozun Brand Management will be the CEO as Gap Greater China with immediate effect.Reported Earnings • Nov 30Third quarter 2022 earnings released: CN¥2.88 loss per share (vs CN¥4.00 loss in 3Q 2021)Third quarter 2022 results: CN¥2.88 loss per share (improved from CN¥4.00 loss in 3Q 2021). Revenue: CN¥1.74b (down 8.3% from 3Q 2021). Net loss: CN¥168.9m (loss narrowed 42% from 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.お知らせ • Nov 17Baozun Inc. to Report Q3, 2022 Results on Nov 29, 2022Baozun Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 29, 2022Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 24Second quarter 2022 earnings released: CN¥1.15 loss per share (vs CN¥1.08 profit in 2Q 2021)Second quarter 2022 results: CN¥1.15 loss per share (down from CN¥1.08 profit in 2Q 2021). Revenue: CN¥2.12b (down 7.9% from 2Q 2021). Net loss: CN¥77.8m (down 198% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 36% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.お知らせ • Aug 10Baozun Inc. to Report Q2, 2022 Results on Aug 23, 2022Baozun Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 23, 2022お知らせ • May 28Baozun Inc., Annual General Meeting, Jun 27, 2022Baozun Inc., Annual General Meeting, Jun 27, 2022, at 14:00 Singapore Standard Time. Location: 7 Temasek Boulevard, Level 32 Suntec Tower One Singapore Singapore Agenda: To consider the appointment of deloitte touche tohmatsu certified public accountants llp and deloitte touche tohmatsu as the company's independent registered public accounting firm and the company's independent auditor, respectively, to audit the company's consolidated financial statements to be filed with the u.s. securities and exchange commission and the stock exchange of hong kong limited, respectively, for the year ending December 31, 2022 and the authorization for the directors of the company to determine the remuneration of the company's independent registered public accounting firm and the company's independent auditor be authorized, approved and ratified; to consider Yang Liu be re-elected as a director of the company; and to transact other business.お知らせ • May 13Baozun Inc. to Report Q1, 2022 Results on May 26, 2022Baozun Inc. announced that they will report Q1, 2022 results Pre-Market on May 26, 2022Reported Earnings • May 02Full year 2021 earnings released: CN¥3.05 loss per share (vs CN¥6.82 profit in FY 2020)Full year 2021 results: CN¥3.05 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Over the next year, revenue is forecast to grow 8.4%, compared to a 31% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be €10.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: CN¥3.04 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 43% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 25Baozun Inc. to Report Q4, 2021 Results on Mar 10, 2022Baozun Inc. announced that they will report Q4, 2021 results Pre-Market on Mar 10, 2022Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 01Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $50 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €16.25, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 34x in the Online Retail industry in Germany. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €16.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 40x in the Online Retail industry in Germany. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.11 per share.Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS CN¥2.04 (vs CN¥2.04 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥4.61b (up 114% from 2Q 2020). Net income: CN¥159.5m (up 33% from 2Q 2020). Profit margin: 3.5% (down from 5.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥23.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 48x in the Online Retail industry in Germany. Total loss to shareholders of 58% over the past three years.Executive Departure • Jul 23Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.Executive Departure • Jul 22Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.お知らせ • May 19Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $125 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥0.016 (vs CN¥0.038 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings, although profit margins were flat and revenues improved. First quarter 2021 results: Revenue: CN¥2.02b (up 33% from 1Q 2020). Net income: CN¥1.26m (down 44% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CN¥29.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 67x in the Online Retail industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.79 per share.Reported Earnings • Mar 06Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 37%, compared to a 56% growth forecast for the Online Retail industry in Germany.お知らせ • Feb 20+ 1 more updateBaozun Inc. to Report Q4, 2020 Results on Mar 04, 2021Baozun Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 04, 2021Is New 90 Day High Low • Feb 16New 90-day high: €46.10The company is up 35% from its price of €34.20 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.97 per share.お知らせ • Feb 04Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited.Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited on February 3, 2021. Final enterprise value of Full Jet represents a 12.5x multiple of Full Jet’s 2020 EBITDA, with total consideration consisting of a 50% initial cash payment and deferred payments in cash or equity over the following three years, subject to an annual performance target completion result. The acquisition is subject to customary closing conditions. The acquisition is expected to be completed on or around February 10, 2021.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥37.30, the stock is trading at a trailing P/E ratio of 50x, up from the previous P/E ratio of 38.1x. This compares to an average P/E of 82x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 23%.Is New 90 Day High Low • Jan 27New 90-day high: €38.30The company is up 24% from its price of €31.00 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.97 per share.Is New 90 Day High Low • Dec 28New 90-day low: €25.80The company is down 7.0% from its price of €27.60 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.72 per share.Analyst Estimate Surprise Post Earnings • Nov 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 31%, compared to a 46% growth forecast for the Online Retail industry in Germany.Reported Earnings • Nov 25Third quarter 2020 earnings released: EPS CN¥1.10The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥1.83b (up 22% from 3Q 2019). Net income: CN¥64.6m (up 64% from 3Q 2019). Profit margin: 3.5% (up from 2.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 24Baozun Inc. Announce Management ChangesBaozun Inc. announced that its Board of Directors has appointed Mr. Arthur Yu, the company’s current Vice President of Finance, as Chief Financial Officer (“CFO”), effective December 1, 2020. To help ensure a smooth transition, Mr. Yu will work closely with the Company's current CFO, Mr. Robin Lu. Mr. Robin Lu will take on a new role where he will spearhead the Company’s strategic business development and investment initiatives, both financially and operationally. The Company plans to leverage these strategic initiatives to promote exposure to emerging brands, new e-commerce trends, and other business development opportunities, to capture emerging opportunities early in the development life cycle across China’s e-commerce sector.お知らせ • Nov 10Baozun Inc. to Report Q3, 2020 Results on Nov 23, 2020Baozun Inc. announced that they will report Q3, 2020 results at 9:00 AM, China Standard Time on Nov 23, 2020Is New 90 Day High Low • Oct 06New 90-day low: €27.50The company is down 33% from its price of €40.80 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.16 per share.お知らせ • Sep 29Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion.Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: HKD 82.9 Discount Per Security: HKD 1.658 Transaction Features: New Market ListingIs New 90 Day High Low • Sep 18New 90-day low: €29.40The company is down 17% from its price of €35.30 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.90 per share.お知らせ • Aug 11Baozun Inc. to Report Q2, 2020 Results on Aug 21, 2020Baozun Inc. announced that they will report Q2, 2020 results at 9:00 AM, China Standard Time on Aug 21, 2020業績と収益の成長予測DB:2BZA - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202812,121377475N/A612/31/202711,320254438N/A712/31/202610,608146357N/A73/31/202610,262-186N/AN/AN/A12/31/20259,945-242267420N/A9/30/20259,768-204N/AN/AN/A6/30/20259,668-185-9799N/A3/31/20259,507-182N/AN/AN/A12/31/20249,422-185-107101N/A9/30/20249,208-234N/AN/AN/A6/30/20248,975-272-90112N/A3/31/20248,904-262N/AN/AN/A12/31/20238,812-278218448N/A9/30/20238,585-514N/AN/AN/A6/30/20238,502-557544776N/A3/31/20238,304-614N/AN/AN/A12/31/20228,401-653123383N/A9/30/20229,020-377N/AN/AN/A6/30/20229,178-501N/AN/AN/A3/31/20229,360-343N/AN/AN/A12/31/20219,396-220-449-96N/A9/30/20219,57028N/AN/AN/A6/30/20219,500385N/AN/AN/A3/31/20219,348425N/AN/AN/A12/31/20208,852426151310N/A9/30/20208,289328N/AN/AN/A6/30/20207,96330294247N/A3/31/20207,515250N/AN/AN/A12/31/20197,278281N/A301N/A9/30/20196,696329N/AN/AN/A6/30/20196,304319N/AN/AN/A3/31/20195,759289N/AN/AN/A12/31/20185,393270N/A-99N/A9/30/20184,756228N/AN/AN/A6/30/20184,536220N/AN/AN/A3/31/20184,265213N/AN/AN/A12/31/20174,149209N/A-169N/A9/30/20173,856124N/AN/AN/A6/30/20173,715121N/AN/AN/A3/31/20173,52793N/AN/AN/A12/31/20163,39087N/A13N/A9/30/20163,13439N/A-72N/A6/30/20162,97226N/AN/AN/A3/31/20162,78925N/AN/AN/A12/31/20152,598-3N/A2N/A9/30/20152,265-34N/A-22N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2BZAは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: 2BZA今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 2BZA今後 3 年以内に収益を上げることが予想されます。収益対市場: 2BZAの収益 ( 5.5% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 2BZAの収益 ( 5.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2BZAの 自己資本利益率 は、3年後には低くなると予測されています ( 7.6 %)。成長企業の発掘7D1Y7D1Y7D1YRetail 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 15:18終値2026/07/07 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Baozun Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19 アナリスト機関Lixin JuBofA Global ResearchQingpu YangCitic Securities Co., Ltd.Alicia YapCitigroup Inc16 その他のアナリストを表示
Breakeven Date Change • Mar 22Forecast breakeven date pushed back to 2025The 10 analysts covering Baozun previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 44% to 2024. The company is expected to make a profit of CN¥184.7m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
Recent Insider Transactions • Jul 01Co-Founder recently bought €73k worth of stockOn the 24th of June, Junhua Wu bought around 29k shares on-market at roughly €2.51 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Junhua has been a buyer over the last 12 months, purchasing a net total of €578k worth in shares.
Reported Earnings • May 22First quarter 2026 earnings released: CN¥0.13 loss per share (vs CN¥1.09 loss in 1Q 2025)First quarter 2026 results: CN¥0.13 loss per share (improved from CN¥1.09 loss in 1Q 2025). Revenue: CN¥2.38b (up 15% from 1Q 2025). Net loss: CN¥7.46m (loss narrowed 88% from 1Q 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Steve Hsia was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 08Baozun Inc. to Report Q1, 2026 Results on May 20, 2026Baozun Inc. announced that they will report Q1, 2026 results Pre-Market on May 20, 2026
お知らせ • Apr 25Baozun Inc., Annual General Meeting, May 15, 2026Baozun Inc., Annual General Meeting, May 15, 2026.
お知らせ • Mar 11Baozun Inc. to Report Q4, 2025 Results on Mar 25, 2026Baozun Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 25, 2026
お知らせ • Nov 11Baozun Inc. to Report Q3, 2025 Results on Nov 25, 2025Baozun Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 25, 2025
お知らせ • Aug 14Baozun Inc. to Report Q2, 2025 Results on Aug 28, 2025Baozun Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 28, 2025
お知らせ • May 07Baozun Inc. to Report Q1, 2025 Results on May 21, 2025Baozun Inc. announced that they will report Q1, 2025 results Pre-Market on May 21, 2025
お知らせ • Apr 24Baozun Inc., Annual General Meeting, May 19, 2025Baozun Inc., Annual General Meeting, May 19, 2025.
お知らせ • Mar 20+ 1 more updateBaozun Inc. Reports Impairment of Goodwill for the Fourth Quarter Ended December 31, 2024Baozun Inc. reported impairment of goodwill for the fourth quarter ended December 31, 2024. For the fourth quarter, the company reported impairment of goodwill of RMB 6,934.
お知らせ • Mar 06Baozun Inc. to Report Q4, 2024 Results on Mar 20, 2025Baozun Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 20, 2025
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Steve Hsia was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 07Baozun Inc. to Report Q3, 2024 Results on Nov 21, 2024Baozun Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 21, 2024
Buy Or Sell Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €2.16. The fair value is estimated to be €2.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.2% in a year. Earnings are forecast to grow by 84% in the next year.
Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.51 loss per share (vs CN¥0.34 loss in 2Q 2023)Second quarter 2024 results: CN¥0.51 loss per share (further deteriorated from CN¥0.34 loss in 2Q 2023). Revenue: CN¥2.39b (up 3.1% from 2Q 2023). Net loss: CN¥30.6m (loss widened 53% from 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.
お知らせ • Aug 14Baozun Inc. to Report Q2, 2024 Results on Aug 28, 2024Baozun Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 28, 2024
お知らせ • Jun 19Baozun Inc. Announces Appointment of Jun Wang as DirectorBaozun Inc. in relation to appointment of directors dated June 14, 2024. The Company would like to provide the following additional information in relation to the biographical details of Dr. Jun Wang ("Dr. Wang"): Dr. Wang served as a non-executive director of Mulsanne Group Holding Limited from August 2019 to March 2022 and a director of Secoo Holding Limited from July 2020 to April 2022.
お知らせ • May 31Baozun Inc. Announces Resignation of Yang Liu as DirectorThe board of directors of the Baozun Inc. announced that with effect from May 30, 2024, Ms. Yang Liu has resigned as a Director due to shareholding changes of Alibaba Investment Limited in the Company.
Reported Earnings • May 30First quarter 2024 earnings released: CN¥1.10 loss per share (vs CN¥1.42 loss in 1Q 2023)First quarter 2024 results: CN¥1.10 loss per share (improved from CN¥1.42 loss in 1Q 2023). Revenue: CN¥1.98b (up 4.9% from 1Q 2023). Net loss: CN¥66.6m (loss narrowed 20% from 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 9 percentage points per year, which is a significant difference in performance.
お知らせ • May 16Baozun Inc. to Report Q1, 2024 Results on May 28, 2024Baozun Inc. announced that they will report Q1, 2024 results Pre-Market on May 28, 2024
お知らせ • May 12Baozun Inc., Annual General Meeting, Jun 12, 2024Baozun Inc., Annual General Meeting, Jun 12, 2024, at 14:00 China Standard Time. Location: Unit 1701-1707 & 1716, 17/F., BEA Tower Millennium City 5, 418 Kwun Tong Road, Kwun Tong, Hong Kong Kwun Tong Hong Kong Agenda: To receive, consider and adopt the audited consolidated financial statements for the year ended December 31, 2023 together with the report of the directors of the Company (the “Directors”) and the independent auditor’s report; to re-elect the retiring Directors; to authorize the board of Directors (the “Board”) to fix the Directors’ fees; to re-appoint Deloitte Touche Tohmatsu as auditor of the Company and authorize the Board to fix its remuneration; and to consider other matters.
Reported Earnings • Apr 21Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 20Baozun Inc. Announces Change of Chief Financial OfficerThe board of directors of Baozun Inc. announced that Mr. Arthur Yu ("Mr. Yu") has resigned as the chief financial officer of the Company (the "Chief Financial Officer") with effect from April 19, 2024, as he will retain and focus on his role as the president of the Company's E-commerce business. The Board further announced that Ms. Catherine Zhu (Ms. Zhu) has been appointed as the Chief Financial Officer with effect from April 19, 2024. Ms. Catherine Zhu is a seasoned finance executive with extensive experience in leading finance operations across diverse industries. She joined Baozun in 2020 as Director of Finance, held a number of positions with the Company thereafter and currently serves as Vice President of Finance. Before joining Baozun, Catherine held key roles in various organizations from 2013 to 2020, including IBR Ltd., Cue & Co., Xperience Communications (Shanghai) Co. Ltd., Porsche Centre Shanghai Waigaoqiao Limited and Lend Lease Project Management & Construction (Shanghai) Co Ltd. She started her career at KPMG Shanghai as an Audit Manager from 2005 to 2013. Catherine holds a bachelor's degree in Business Administration from Shanghai International Studies University and is certified by the Chinese Institute of Certified Public Accountants (CICPA) and holds a Certified Internal Auditor (CIA) certificate.
New Risk • Apr 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
Breakeven Date Change • Mar 22Forecast breakeven date pushed back to 2025The 10 analysts covering Baozun previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 44% to 2024. The company is expected to make a profit of CN¥184.7m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
Reported Earnings • Mar 22Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 08Baozun Inc. to Report Q4, 2023 Results on Mar 21, 2024Baozun Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 21, 2024
Buy Or Sell Opportunity • Feb 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €2.14. The fair value is estimated to be €2.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 9.0% in a year. Earnings are forecast to grow by 99% in the next year.
New Risk • Feb 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
お知らせ • Jan 25Baozun Inc. to Report Fiscal Year 2023 Results on Mar 31, 2024Baozun Inc. announced that they will report fiscal year 2023 results on Mar 31, 2024
お知らせ • Jan 24Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $20 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Reported Earnings • Nov 24Third quarter 2023 earnings released: CN¥2.12 loss per share (vs CN¥2.88 loss in 3Q 2022)Third quarter 2023 results: CN¥2.12 loss per share (improved from CN¥2.88 loss in 3Q 2022). Revenue: CN¥1.82b (up 4.7% from 3Q 2022). Net loss: CN¥126.4m (loss narrowed 25% from 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 09Baozun Inc. to Report Q3, 2023 Results on Nov 22, 2023Baozun Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 22, 2023
New Risk • Nov 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Reported Earnings • Aug 28Second quarter 2023 earnings released: CN¥0.34 loss per share (vs CN¥1.26 loss in 2Q 2022)Second quarter 2023 results: CN¥0.34 loss per share (improved from CN¥1.26 loss in 2Q 2022). Revenue: CN¥2.32b (up 9.3% from 2Q 2022). Net loss: CN¥20.0m (loss narrowed 74% from 2Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
New Risk • Aug 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Aug 15Baozun Inc. to Report Q2, 2023 Results on Aug 28, 2023Baozun Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 28, 2023
Reported Earnings • May 26First quarter 2023 earnings released: CN¥0.002 loss per share (vs CN¥1.87 loss in 1Q 2022)First quarter 2023 results: CN¥0.002 loss per share (improved from CN¥1.87 loss in 1Q 2022). Revenue: CN¥1.98b (flat on 1Q 2022). Net loss: CN¥122.4m (flat on 1Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
お知らせ • May 26An unknown buyer acquired Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN).An unknown buyer acquired Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN) in third quarter of 2022. An unknown buyer completed the acquisition of Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN) in third quarter of 2022.
お知らせ • May 16Baozun Inc., Annual General Meeting, Jun 15, 2023Baozun Inc., Annual General Meeting, Jun 15, 2023, at 14:00 China Standard Time. Location: Unit 1701-1707 & 1716, 17/F., BEA Tower Millennium City 5 418 Kwun Tong Road, Kwun Tong, Hong Kong Kwun Tong Hong Kong Agenda: To receive, consider and adopt the audited consolidated financial statements for the year ended 31 December 2022 together with the report of the directors of the Company and the independent auditor ’s report; to consider directorate reelections; to authorize the board of Directors to fix the Directors’ fees; to re-appoint Deloitte Touche Tohmatsu as auditor of the Company and authorize the Board to fix its remuneration; and to consider other matters.
お知らせ • May 13Baozun Inc. to Report Q1, 2023 Results on May 25, 2023Baozun Inc. announced that they will report Q1, 2023 results Pre-Market on May 25, 2023
お知らせ • May 12Baozun Inc. Announces Board ChangesThe board of directors of Baozun Inc. announced that Ms. Bin Yu has resigned as an independent Director, the chairman of the audit committee (the Audit Committee) and a member of each of the compensation committee (the Compensation Committee) and the nominating and corporate governance committee (the Nominating and Corporate Governance Committee) of the Company with effect from May 11, 2023, as she will join the Company as a consultant. Ms. Yu has confirmed that she has no disagreement with the Board and there is no matter in relation to her resignation that needs to be brought to the attention of the shareholders of the Company and The Stock Exchange of Hong Kong Limited. The Board further announced that with effect from May 11, 2023, (i) Mr. Benjamin Changqing Ye, an independent Director, was re-designated from a member of the Audit Committee to the chairman of the Audit Committee; (ii) Mr. Ye was appointed as a member of each of the Compensation Committee and the Nominating and Corporate Governance Committee; (iii) Mr. Steve Hsien-Chieng Hsia, an independent Director, was appointed as a member of the Audit Committee.
Reported Earnings • Mar 23Full year 2022 earnings released: CN¥10.69 loss per share (vs CN¥3.05 loss in FY 2021)Full year 2022 results: CN¥10.69 loss per share (further deteriorated from CN¥3.05 loss in FY 2021). Revenue: CN¥8.40b (down 11% from FY 2021). Net loss: CN¥653.3m (loss widened 197% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 01Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited.Baozun Inc. (NasdaqGS:BZUN) signed definitive agreements to acquire Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited for $50 million on November 8, 2022. The consideration is paid in an all cash transaction. The consideration will be financed by the internal resources of the Group. Gap (Shanghai) Commercial reported a net loss of $-0.040 million in December 31, 2021 and Gap Taiwan Limited reported a net loss of -0.01 million in January 29, 2022. The debt restructuring for Gap Shangai and Gap Taiwan has been completed. The relevant government approval in respect of the Gap Taiwan Limited Transfer shall have been obtained, and Completion in relation to Gap (Shanghai) Commercial Transfer shall have taken place. The transaction is expected to complete in first half of 2023. Morgan Stanley is advising Gap on both divestitures & acted as financial advisor to Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited. Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited on February 1, 2023. Greater China will become part of the Baozun group, under the business line of Baozun Brand Management, led by Sandrine Zerbib, President of Baozun Brand Management. Wing Xiao, the Head of Operations at Baozun Brand Management will be the CEO as Gap Greater China with immediate effect.
Reported Earnings • Nov 30Third quarter 2022 earnings released: CN¥2.88 loss per share (vs CN¥4.00 loss in 3Q 2021)Third quarter 2022 results: CN¥2.88 loss per share (improved from CN¥4.00 loss in 3Q 2021). Revenue: CN¥1.74b (down 8.3% from 3Q 2021). Net loss: CN¥168.9m (loss narrowed 42% from 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 17Baozun Inc. to Report Q3, 2022 Results on Nov 29, 2022Baozun Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 29, 2022
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 24Second quarter 2022 earnings released: CN¥1.15 loss per share (vs CN¥1.08 profit in 2Q 2021)Second quarter 2022 results: CN¥1.15 loss per share (down from CN¥1.08 profit in 2Q 2021). Revenue: CN¥2.12b (down 7.9% from 2Q 2021). Net loss: CN¥77.8m (down 198% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 36% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 10Baozun Inc. to Report Q2, 2022 Results on Aug 23, 2022Baozun Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 23, 2022
お知らせ • May 28Baozun Inc., Annual General Meeting, Jun 27, 2022Baozun Inc., Annual General Meeting, Jun 27, 2022, at 14:00 Singapore Standard Time. Location: 7 Temasek Boulevard, Level 32 Suntec Tower One Singapore Singapore Agenda: To consider the appointment of deloitte touche tohmatsu certified public accountants llp and deloitte touche tohmatsu as the company's independent registered public accounting firm and the company's independent auditor, respectively, to audit the company's consolidated financial statements to be filed with the u.s. securities and exchange commission and the stock exchange of hong kong limited, respectively, for the year ending December 31, 2022 and the authorization for the directors of the company to determine the remuneration of the company's independent registered public accounting firm and the company's independent auditor be authorized, approved and ratified; to consider Yang Liu be re-elected as a director of the company; and to transact other business.
お知らせ • May 13Baozun Inc. to Report Q1, 2022 Results on May 26, 2022Baozun Inc. announced that they will report Q1, 2022 results Pre-Market on May 26, 2022
Reported Earnings • May 02Full year 2021 earnings released: CN¥3.05 loss per share (vs CN¥6.82 profit in FY 2020)Full year 2021 results: CN¥3.05 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Over the next year, revenue is forecast to grow 8.4%, compared to a 31% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be €10.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: CN¥3.04 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 43% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 25Baozun Inc. to Report Q4, 2021 Results on Mar 10, 2022Baozun Inc. announced that they will report Q4, 2021 results Pre-Market on Mar 10, 2022
Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 01Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $50 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €16.25, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 34x in the Online Retail industry in Germany. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €16.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 40x in the Online Retail industry in Germany. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.11 per share.
Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS CN¥2.04 (vs CN¥2.04 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥4.61b (up 114% from 2Q 2020). Net income: CN¥159.5m (up 33% from 2Q 2020). Profit margin: 3.5% (down from 5.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥23.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 48x in the Online Retail industry in Germany. Total loss to shareholders of 58% over the past three years.
Executive Departure • Jul 23Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.
Executive Departure • Jul 22Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.
お知らせ • May 19Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $125 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥0.016 (vs CN¥0.038 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings, although profit margins were flat and revenues improved. First quarter 2021 results: Revenue: CN¥2.02b (up 33% from 1Q 2020). Net income: CN¥1.26m (down 44% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CN¥29.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 67x in the Online Retail industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.79 per share.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 37%, compared to a 56% growth forecast for the Online Retail industry in Germany.
お知らせ • Feb 20+ 1 more updateBaozun Inc. to Report Q4, 2020 Results on Mar 04, 2021Baozun Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 04, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €46.10The company is up 35% from its price of €34.20 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.97 per share.
お知らせ • Feb 04Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited.Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited on February 3, 2021. Final enterprise value of Full Jet represents a 12.5x multiple of Full Jet’s 2020 EBITDA, with total consideration consisting of a 50% initial cash payment and deferred payments in cash or equity over the following three years, subject to an annual performance target completion result. The acquisition is subject to customary closing conditions. The acquisition is expected to be completed on or around February 10, 2021.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥37.30, the stock is trading at a trailing P/E ratio of 50x, up from the previous P/E ratio of 38.1x. This compares to an average P/E of 82x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 23%.
Is New 90 Day High Low • Jan 27New 90-day high: €38.30The company is up 24% from its price of €31.00 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.97 per share.
Is New 90 Day High Low • Dec 28New 90-day low: €25.80The company is down 7.0% from its price of €27.60 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.72 per share.
Analyst Estimate Surprise Post Earnings • Nov 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 31%, compared to a 46% growth forecast for the Online Retail industry in Germany.
Reported Earnings • Nov 25Third quarter 2020 earnings released: EPS CN¥1.10The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥1.83b (up 22% from 3Q 2019). Net income: CN¥64.6m (up 64% from 3Q 2019). Profit margin: 3.5% (up from 2.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 24Baozun Inc. Announce Management ChangesBaozun Inc. announced that its Board of Directors has appointed Mr. Arthur Yu, the company’s current Vice President of Finance, as Chief Financial Officer (“CFO”), effective December 1, 2020. To help ensure a smooth transition, Mr. Yu will work closely with the Company's current CFO, Mr. Robin Lu. Mr. Robin Lu will take on a new role where he will spearhead the Company’s strategic business development and investment initiatives, both financially and operationally. The Company plans to leverage these strategic initiatives to promote exposure to emerging brands, new e-commerce trends, and other business development opportunities, to capture emerging opportunities early in the development life cycle across China’s e-commerce sector.
お知らせ • Nov 10Baozun Inc. to Report Q3, 2020 Results on Nov 23, 2020Baozun Inc. announced that they will report Q3, 2020 results at 9:00 AM, China Standard Time on Nov 23, 2020
Is New 90 Day High Low • Oct 06New 90-day low: €27.50The company is down 33% from its price of €40.80 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.16 per share.
お知らせ • Sep 29Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion.Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: HKD 82.9 Discount Per Security: HKD 1.658 Transaction Features: New Market Listing
Is New 90 Day High Low • Sep 18New 90-day low: €29.40The company is down 17% from its price of €35.30 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.90 per share.
お知らせ • Aug 11Baozun Inc. to Report Q2, 2020 Results on Aug 21, 2020Baozun Inc. announced that they will report Q2, 2020 results at 9:00 AM, China Standard Time on Aug 21, 2020