Baozun（0HLU）株式概要Baozun Inc.は子会社を通じて、中華人民共和国においてエンド・ツー・エンドの電子商取引ソリューションの提供に従事している。 詳細0HLU ファンダメンタル分析スノーフレーク・スコア評価5/6将来の成長4/6過去の実績0/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より80.7%で取引されている 収益は年間63.7%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析リスクチェックの結果、0HLU 、リスクは検出されなかった。すべてのリスクチェックを見る0HLU Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW474,966 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA474,966 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$2.8887.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-614m13b2016201920222025202620282031Revenue CN¥13.4bEarnings CN¥869.5mAdvancedSet Fair ValueView all narrativesBaozun Inc. 競合他社THGSymbol: LSE:THGMarket cap: UK£527.2mB&M European Value RetailSymbol: LSE:BMEMarket cap: UK£2.3bLikewise GroupSymbol: AIM:LIKEMarket cap: UK£106.8mSupremeSymbol: AIM:SUPMarket cap: UK£178.3m価格と性能株価の高値、安値、推移の概要Baozun過去の株価現在の株価US$2.8852週高値US$4.9052週安値US$2.05ベータ0.511ヶ月の変化11.43%3ヶ月変化15.23%1年変化2.31%3年間の変化-24.15%5年間の変化-84.70%IPOからの変化-92.75%最新ニュースお知らせ • Aug 13Baozun Inc. to Report First Half, 2026 Results on Aug 27, 2026Baozun Inc. announced that they will report first half, 2026 results on Aug 27, 2026Recent Insider Transactions • Jul 01Co-Founder recently bought US$83k worth of stockOn the 24th of June, Junhua Wu bought around 29k shares on-market at roughly US$2.85 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 US$671k worth in shares.Recent Insider Transactions • Jun 23Co-Founder recently bought US$53k worth of stockOn the 17th of June, Junhua Wu bought around 19k shares on-market at roughly US$2.84 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$588k worth in shares.Recent Insider Transactions • Jun 04Co-Founder recently bought US$54k worth of stockOn the 1st of June, Junhua Wu bought around 20k shares on-market at roughly US$2.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$487k worth in shares.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, 2026Reported Earnings • Apr 27Full year 2025 earnings released: CN¥4.19 loss per share (vs CN¥3.09 loss in FY 2024)Full year 2025 results: CN¥4.19 loss per share (further deteriorated from CN¥3.09 loss in FY 2024). Revenue: CN¥9.95b (up 5.6% from FY 2024). Net loss: CN¥242.1m (loss widened 31% from FY 2024). Revenue is forecast to grow 6.1% 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 46% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesお知らせ • Aug 13Baozun Inc. to Report First Half, 2026 Results on Aug 27, 2026Baozun Inc. announced that they will report first half, 2026 results on Aug 27, 2026Recent Insider Transactions • Jul 01Co-Founder recently bought US$83k worth of stockOn the 24th of June, Junhua Wu bought around 29k shares on-market at roughly US$2.85 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 US$671k worth in shares.Recent Insider Transactions • Jun 23Co-Founder recently bought US$53k worth of stockOn the 17th of June, Junhua Wu bought around 19k shares on-market at roughly US$2.84 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$588k worth in shares.Recent Insider Transactions • Jun 04Co-Founder recently bought US$54k worth of stockOn the 1st of June, Junhua Wu bought around 20k shares on-market at roughly US$2.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$487k worth in shares.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, 2026Reported Earnings • Apr 27Full year 2025 earnings released: CN¥4.19 loss per share (vs CN¥3.09 loss in FY 2024)Full year 2025 results: CN¥4.19 loss per share (further deteriorated from CN¥3.09 loss in FY 2024). Revenue: CN¥9.95b (up 5.6% from FY 2024). Net loss: CN¥242.1m (loss widened 31% from FY 2024). Revenue is forecast to grow 6.1% 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 46% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Apr 25Baozun Inc., Annual General Meeting, May 15, 2026Baozun Inc., Annual General Meeting, May 15, 2026.Recent Insider Transactions • Apr 22Co-Founder recently bought US$80k worth of stockOn the 16th of April, Wenbin Qiu bought around 29k shares on-market at roughly US$2.79 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wenbin's only on-market trade for the last 12 months.Recent Insider Transactions • Apr 07Co-Founder recently bought US$74k worth of stockOn the 2nd of April, Junhua Wu bought around 30k shares on-market at roughly US$2.47 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$131k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$239k worth in shares.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, 2026New Risk • Feb 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 7 analysts covering Baozun previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of CN¥144.3m in 2026. Average annual earnings growth of 89% is required to achieve expected profit on schedule.Breakeven Date Change • Nov 28Forecast breakeven date pushed back to 2026The 7 analysts covering Baozun previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 99% to 2025. The company is expected to make a profit of CN¥140.5m in 2026. Average annual earnings growth of 89% is required to achieve expected profit on schedule.Reported Earnings • Nov 26Third quarter 2025 earnings released: CN¥1.85 loss per share (vs CN¥1.48 loss in 3Q 2024)Third quarter 2025 results: CN¥1.85 loss per share (further deteriorated from CN¥1.48 loss in 3Q 2024). Revenue: CN¥2.16b (up 4.8% from 3Q 2024). Net loss: CN¥107.1m (loss widened 22% from 3Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 15% 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 14% per year, which means it is significantly lagging earnings.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, 2025Reported Earnings • Aug 28Second quarter 2025 earnings released: CN¥0.59 loss per share (vs CN¥0.51 loss in 2Q 2024)Second quarter 2025 results: CN¥0.59 loss per share (further deteriorated from CN¥0.51 loss in 2Q 2024). Revenue: CN¥2.55b (up 6.8% from 2Q 2024). Net loss: CN¥34.0m (loss widened 11% from 2Q 2024). Revenue is forecast to grow 3.6% 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, earnings per share has increased by 38% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.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, 2025Board Change • Jun 02Less 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. 5 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 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.Board Change • Mar 06Insufficient 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 • 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 • Jan 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.Reported Earnings • Nov 22Third quarter 2024 earnings released: CN¥1.48 loss per share (vs CN¥2.12 loss in 3Q 2023)Third quarter 2024 results: CN¥1.48 loss per share (improved from CN¥2.12 loss in 3Q 2023). Revenue: CN¥2.06b (up 13% from 3Q 2023). Net loss: CN¥88.1m (loss narrowed 30% from 3Q 2023). Revenue is forecast to grow 4.4% 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 10% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.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, 2024New Risk • Sep 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Sep 25Now 21% undervaluedOver the last 90 days, the stock has risen 11% to US$2.62. The fair value is estimated to be US$3.29, 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 5.0% 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 55% 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 7 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 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 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 26 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 (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding).New Risk • Apr 03New 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 (12% 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¥197.1m in 2025. Average annual earnings growth of 94% is required to achieve expected profit on schedule.Reported Earnings • Mar 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 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 27 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.Buying Opportunity • Nov 28Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be US$3.72, 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.Reported Earnings • Nov 23Third 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 8.5% 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 42 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 (8.0% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Nov 06New 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 (8.0% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Oct 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 (8.6% average weekly change). 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.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.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 49 percentage points per year, which is a significant difference in performance.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 22Full 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 61 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 11% growth forecast for the Online Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.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 23Second 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 16% growth forecast for the Online Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.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 23% growth forecast for the retail industry in the United Kingdom. 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 45% 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 • Mar 31Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be US$11.10, 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 25% growth forecast for the retail industry in the United Kingdom. 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.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 26% growth forecast for the industry in the United Kingdom.Valuation Update With 7 Day Price Move • Nov 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$15.69, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 25x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$21.98 per share.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$19.20, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.49 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 30% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥27.12, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$49.68 per share.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.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 14% 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 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥36.70, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 34x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$41.05 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 36%, compared to a 22% growth forecast for the Online Retail industry in the United Kingdom.Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥54.43, the stock is trading at a trailing P/E ratio of 63x, up from the previous P/E ratio of 52.9x. This compares to an average P/E of 40x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 45%.Is New 90 Day High Low • Feb 09New 90-day high: US$49.72The company is up 22% from its price of US$40.64 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$68.43 per share.Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥42.13, the stock is trading at a trailing P/E ratio of 49.7x, up from the previous P/E ratio of 41.6x. This compares to an average P/E of 37x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 10%.Valuation Update With 7 Day Price Move • Dec 08Market bids up stock over the past weekAfter last week's 42% share price gain to CN¥52.73, the stock is trading at a trailing P/E ratio of 43.2x, up from the previous P/E ratio of 30.5x. This compares to an average P/E of 32x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 47%.Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 27% share price gain to CN¥52.73, the stock is trading at a trailing P/E ratio of 45.9x, up from the previous P/E ratio of 36.2x. This compares to an average P/E of 30x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 47%.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.Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 37% share price gain to CN¥52.73, the stock is trading at a trailing P/E ratio of 52.1x, up from the previous P/E ratio of 38x. This compares to an average P/E of 31x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 22%.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 23% share price gain to CN¥43.40, the stock is trading at a trailing P/E ratio of 54.3x, up from the previous P/E ratio of 44x. This compares to an average P/E of 30x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 2.2%.Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of CN¥302.2m, down 5.3% from the prior year. Total revenue was CN¥7.96b over the last 12 months, up 26% from the prior year.株主還元0HLUGB Multiline RetailGB 市場7D-2.2%-8.5%-1.3%1Y2.3%-15.4%17.6%株主還元を見る業界別リターン: 0HLU過去 1 年間で-15.4 % の収益を上げたUK Multiline Retail業界を上回りました。リターン対市場: 0HLUは、過去 1 年間で17.6 % のリターンを上げたUK市場を下回りました。価格変動Is 0HLU's price volatile compared to industry and market?0HLU volatility0HLU Average Weekly Movement6.2%Multiline Retail Industry Average Movement5.2%Market Average Movement5.0%10% most volatile stocks in GB Market10.3%10% least volatile stocks in GB Market2.6%安定した株価: 0HLU 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 0HLUの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20076,762Vincent Qiuwww.baozun.comBaozun Inc.は子会社を通じて、中華人民共和国においてエンド・ツー・エンドのEコマース・ソリューションの提供に従事している。Eコマースとブランドマネジメントの2つのセグメントで事業を展開している。同社は、アパレル、家庭用品、電化製品の販売、オンラインストアのデザインと設定、ビジュアル・マーチャンダイジングとマーケティング、オンラインストアの運営、カスタマーサービス、倉庫管理、注文処理サービスなど、エンド・ツー・エンドのEコマース・ソリューションを提供している。また、戦略と戦術のポジショニング、ブランディングとマーケティング、小売とeコマースの運営、サプライチェーンとロジスティクス、テクノロジーエンパワーメントサービスなどのブランドマネジメントサービスも提供している。アパレル・アクセサリー、家電製品、電子機器、家庭用品、美容・化粧品、ファスト・ムービング・コンシューマー・グッズ、ベビー用品、自動車など、さまざまなカテゴリーのブランド・パートナーにサービスを提供している。同社は以前、Baozun Cayman Inc.として知られていたが、2015年3月に社名をBaozun Inc.に変更した。Baozun Inc.は2007年に設立され、中華人民共和国の上海に本社を置いている。もっと見るBaozun Inc. 基礎のまとめBaozun の収益と売上を時価総額と比較するとどうか。0HLU 基礎統計学時価総額US$164.54m収益（TTM）-US$27.66m売上高(TTM)US$1.52b0.1xP/Sレシオ-5.9xPER（株価収益率0HLU は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計0HLU 損益計算書（TTM）収益CN¥10.26b売上原価CN¥5.03b売上総利益CN¥5.23bその他の費用CN¥5.42b収益-CN¥186.48m直近の収益報告Mar 31, 2026次回決算日Aug 27, 2026一株当たり利益（EPS）-3.21グロス・マージン51.00%純利益率-1.82%有利子負債／自己資本比率21.9%0HLU の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/08/15 00:48終値2026/08/14 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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
お知らせ • Aug 13Baozun Inc. to Report First Half, 2026 Results on Aug 27, 2026Baozun Inc. announced that they will report first half, 2026 results on Aug 27, 2026
Recent Insider Transactions • Jul 01Co-Founder recently bought US$83k worth of stockOn the 24th of June, Junhua Wu bought around 29k shares on-market at roughly US$2.85 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 US$671k worth in shares.
Recent Insider Transactions • Jun 23Co-Founder recently bought US$53k worth of stockOn the 17th of June, Junhua Wu bought around 19k shares on-market at roughly US$2.84 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$588k worth in shares.
Recent Insider Transactions • Jun 04Co-Founder recently bought US$54k worth of stockOn the 1st of June, Junhua Wu bought around 20k shares on-market at roughly US$2.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$487k worth in shares.
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
Reported Earnings • Apr 27Full year 2025 earnings released: CN¥4.19 loss per share (vs CN¥3.09 loss in FY 2024)Full year 2025 results: CN¥4.19 loss per share (further deteriorated from CN¥3.09 loss in FY 2024). Revenue: CN¥9.95b (up 5.6% from FY 2024). Net loss: CN¥242.1m (loss widened 31% from FY 2024). Revenue is forecast to grow 6.1% 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 46% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Aug 13Baozun Inc. to Report First Half, 2026 Results on Aug 27, 2026Baozun Inc. announced that they will report first half, 2026 results on Aug 27, 2026
Recent Insider Transactions • Jul 01Co-Founder recently bought US$83k worth of stockOn the 24th of June, Junhua Wu bought around 29k shares on-market at roughly US$2.85 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 US$671k worth in shares.
Recent Insider Transactions • Jun 23Co-Founder recently bought US$53k worth of stockOn the 17th of June, Junhua Wu bought around 19k shares on-market at roughly US$2.84 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$588k worth in shares.
Recent Insider Transactions • Jun 04Co-Founder recently bought US$54k worth of stockOn the 1st of June, Junhua Wu bought around 20k shares on-market at roughly US$2.70 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$78k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$487k worth in shares.
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
Reported Earnings • Apr 27Full year 2025 earnings released: CN¥4.19 loss per share (vs CN¥3.09 loss in FY 2024)Full year 2025 results: CN¥4.19 loss per share (further deteriorated from CN¥3.09 loss in FY 2024). Revenue: CN¥9.95b (up 5.6% from FY 2024). Net loss: CN¥242.1m (loss widened 31% from FY 2024). Revenue is forecast to grow 6.1% 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 46% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25Baozun Inc., Annual General Meeting, May 15, 2026Baozun Inc., Annual General Meeting, May 15, 2026.
Recent Insider Transactions • Apr 22Co-Founder recently bought US$80k worth of stockOn the 16th of April, Wenbin Qiu bought around 29k shares on-market at roughly US$2.79 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Wenbin's only on-market trade for the last 12 months.
Recent Insider Transactions • Apr 07Co-Founder recently bought US$74k worth of stockOn the 2nd of April, Junhua Wu bought around 30k shares on-market at roughly US$2.47 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$131k. Junhua has been a buyer over the last 12 months, purchasing a net total of US$239k worth in shares.
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
New Risk • Feb 21New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.3% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Dec 31Forecast breakeven date pushed back to 2026The 7 analysts covering Baozun previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of CN¥144.3m in 2026. Average annual earnings growth of 89% is required to achieve expected profit on schedule.
Breakeven Date Change • Nov 28Forecast breakeven date pushed back to 2026The 7 analysts covering Baozun previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 99% to 2025. The company is expected to make a profit of CN¥140.5m in 2026. Average annual earnings growth of 89% is required to achieve expected profit on schedule.
Reported Earnings • Nov 26Third quarter 2025 earnings released: CN¥1.85 loss per share (vs CN¥1.48 loss in 3Q 2024)Third quarter 2025 results: CN¥1.85 loss per share (further deteriorated from CN¥1.48 loss in 3Q 2024). Revenue: CN¥2.16b (up 4.8% from 3Q 2024). Net loss: CN¥107.1m (loss widened 22% from 3Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 15% 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 14% per year, which means it is significantly lagging earnings.
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
Reported Earnings • Aug 28Second quarter 2025 earnings released: CN¥0.59 loss per share (vs CN¥0.51 loss in 2Q 2024)Second quarter 2025 results: CN¥0.59 loss per share (further deteriorated from CN¥0.51 loss in 2Q 2024). Revenue: CN¥2.55b (up 6.8% from 2Q 2024). Net loss: CN¥34.0m (loss widened 11% from 2Q 2024). Revenue is forecast to grow 3.6% 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, earnings per share has increased by 38% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
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
Board Change • Jun 02Less 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. 5 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 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.
Board Change • Mar 06Insufficient 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 • 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 • Jan 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.
Reported Earnings • Nov 22Third quarter 2024 earnings released: CN¥1.48 loss per share (vs CN¥2.12 loss in 3Q 2023)Third quarter 2024 results: CN¥1.48 loss per share (improved from CN¥2.12 loss in 3Q 2023). Revenue: CN¥2.06b (up 13% from 3Q 2023). Net loss: CN¥88.1m (loss narrowed 30% from 3Q 2023). Revenue is forecast to grow 4.4% 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 10% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.
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
New Risk • Sep 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Sep 25Now 21% undervaluedOver the last 90 days, the stock has risen 11% to US$2.62. The fair value is estimated to be US$3.29, 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 5.0% 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 55% 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 7 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 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 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 26 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 (12% average weekly change). Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
New Risk • Apr 03New 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 (12% 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¥197.1m in 2025. Average annual earnings growth of 94% is required to achieve expected profit on schedule.
Reported Earnings • Mar 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 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 27 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
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.
Buying Opportunity • Nov 28Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be US$3.72, 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.
Reported Earnings • Nov 23Third 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 8.5% 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 42 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 (8.0% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Nov 06New 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 (8.0% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Oct 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 (8.6% average weekly change). 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.
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
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.
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 49 percentage points per year, which is a significant difference in performance.
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 22Full 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 61 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 11% growth forecast for the Online Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 37 percentage points per year, which is a significant difference in performance.
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 23Second 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 16% growth forecast for the Online Retail industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
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 23% growth forecast for the retail industry in the United Kingdom. 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 45% 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 • Mar 31Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 39%. The fair value is estimated to be US$11.10, 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 25% growth forecast for the retail industry in the United Kingdom. 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.
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 26% growth forecast for the industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Nov 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$15.69, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 25x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 62% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$21.98 per share.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 15% share price gain to US$19.20, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.49 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 30% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to CN¥27.12, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 26x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 57% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$49.68 per share.
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.
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 14% 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 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 25Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to CN¥36.70, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 34x in the Online Retail industry in the United Kingdom. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$41.05 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 36%, compared to a 22% growth forecast for the Online Retail industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Feb 13Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥54.43, the stock is trading at a trailing P/E ratio of 63x, up from the previous P/E ratio of 52.9x. This compares to an average P/E of 40x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 45%.
Is New 90 Day High Low • Feb 09New 90-day high: US$49.72The company is up 22% from its price of US$40.64 on 10 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$68.43 per share.
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥42.13, the stock is trading at a trailing P/E ratio of 49.7x, up from the previous P/E ratio of 41.6x. This compares to an average P/E of 37x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past three years are 10%.
Valuation Update With 7 Day Price Move • Dec 08Market bids up stock over the past weekAfter last week's 42% share price gain to CN¥52.73, the stock is trading at a trailing P/E ratio of 43.2x, up from the previous P/E ratio of 30.5x. This compares to an average P/E of 32x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 47%.
Valuation Update With 7 Day Price Move • Dec 01Market bids up stock over the past weekAfter last week's 27% share price gain to CN¥52.73, the stock is trading at a trailing P/E ratio of 45.9x, up from the previous P/E ratio of 36.2x. This compares to an average P/E of 30x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 47%.
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.
Valuation Update With 7 Day Price Move • Nov 13Market bids up stock over the past weekAfter last week's 37% share price gain to CN¥52.73, the stock is trading at a trailing P/E ratio of 52.1x, up from the previous P/E ratio of 38x. This compares to an average P/E of 31x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 22%.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 23% share price gain to CN¥43.40, the stock is trading at a trailing P/E ratio of 54.3x, up from the previous P/E ratio of 44x. This compares to an average P/E of 30x in the Online Retail industry in the United Kingdom. Total returns to shareholders over the past year are 2.2%.
Reported Earnings • Sep 19First half earnings releasedOver the last 12 months the company has reported total profits of CN¥302.2m, down 5.3% from the prior year. Total revenue was CN¥7.96b over the last 12 months, up 26% from the prior year.
