Baozun Inc.

NasdaqGS:BZUN 株式レポート

時価総額：US$145.0m

Baozun 将来の成長

Future 基準チェック /36

Baozun利益と収益がそれぞれ年間80.6%と6.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.6% 77.7%なると予測されています。

主要情報

80.6%

収益成長率

77.71%

EPS成長率

Multiline Retail 収益成長16.4%
収益成長率6.1%
将来の株主資本利益率6.61%
アナリストカバレッジ

Good

最終更新日30 Apr 2026

今後の成長に関する最新情報

分析記事 • Nov 28

Earnings Update: Baozun Inc. (NASDAQ:BZUN) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders might have noticed that Baozun Inc. ( NASDAQ:BZUN ) filed its quarterly result this time last week. The...

Recent updates

ナラティブ更新 • Apr 08

BZUN: Higher Modeled Profitability Will Support Future Repricing Potential

Analysts have raised their price target for Baozun by about $0.02, reflecting updated views that include higher modeled revenue growth, a slightly stronger profit margin, and a lower assumed future P/E multiple. Analyst Commentary Bullish analysts interpreting the latest price target adjustment for Baozun highlight the updated assumptions as a sign of confidence in the company’s ability to balance growth, profitability, and valuation discipline.
Seeking Alpha • Mar 27

Baozun: Look Past Mixed Results

Summary I retain a 'Buy' rating for Baozun after analyzing its performance, outlook, and valuations. BZUN's 4Q25 financial disclosures were mixed, considering the revenue outperformance and below-expectations earnings. Management's FY2028 operating income target of CNY550 million implies a substantial 63% CAGR. The stock is attractively valued at a PEG of 0.14x. Read the full article on Seeking Alpha
ナラティブ更新 • Mar 25

BZUN: Consistent Execution On Profitability Will Support Future Repricing Potential

Analysts have trimmed their Baozun price target to $6.91. This reflects slightly adjusted assumptions for revenue growth, profit margins and future P/E multiples in their updated models.
ナラティブ更新 • Mar 11

BZUN: Improved Margin Outlook Will Support Future Repricing Potential

Analysts have adjusted their price target on Baozun to $6.91, reflecting updated assumptions that include slightly higher revenue growth, a modest improvement in profit margins, and a small change to the future P/E outlook. Valuation Changes Fair Value: Maintained at $6.91, with no change in the underlying model output.
ナラティブ更新 • Feb 25

BZUN: Higher Margin Outlook Will Drive Repricing Potential

Analysts have inched their Baozun price target higher, with updated fair value now pointing a bit above $6.90 as they factor in slightly stronger revenue growth, a modestly higher profit margin outlook, and a small adjustment to future P/E assumptions. Valuation Changes Fair Value: Updated slightly to $6.91 from $6.87, reflecting a small adjustment in the modelled estimate.
ナラティブ更新 • Feb 10

BZUN: Cleaner Execution And Lower Risk Perception Will Drive Repricing

Analysts have modestly lifted their Baozun fair value estimate from US$6.75 to US$6.87, citing updated assumptions around revenue growth, profit margins and a slightly lower discount rate as reasons for the change. Analyst Commentary Bullish analysts point to recent positive moves in related China internet names as a useful reference point when thinking about Baozun's potential.
ナラティブ更新 • Jan 25

BZUN: Cleaner Execution And Higher Future P/E Will Drive Repricing

Analysts have trimmed their price target on Baozun, citing more cautious assumptions for revenue growth and profit margins, along with a higher future P/E multiple in their updated model. Analyst Commentary Bullish analysts are using recent adjustments on peers in the broader China internet and services space as a reference point when they look at Baozun, especially where they see improving demand visibility and a willingness to assign higher P/E multiples to companies with cleaner execution stories.
ナラティブ更新 • Jan 11

BZUN: Future Returns Will Depend On Balancing Demand Shifts And Earnings Durability

Analysts have raised their price target on Baozun, citing updated expectations for revenue growth, profit margins and future P/E multiples that they believe better align the stock with current sector peers, though they have not provided a specific US$ value for the new target in the sources referenced here. Analyst Commentary Bearish analysts looking at Baozun are not drawing direct conclusions from the Kanzhun target change itself, but they are using similar valuation questions to frame their concerns.
ナラティブ更新 • Dec 26

BZUN: Future Performance Will Hinge On Converting Demand Into Durable Earnings

Analysts have modestly lowered their price target on Baozun, trimming their fair value estimate to roughly $2.70 from about $3.02 per share. They are factoring in a slightly higher discount rate despite improving expectations for revenue growth and profit margins, similar to how they recently adjusted targets for peers following signs of strengthening underlying demand.
ナラティブ更新 • Dec 12

BZUN: Margin Expansion And Service Mix Shift Will Drive Repricing

Analysts have raised their price target on Baozun to approximately $6.75 from about $6.00, reflecting greater confidence in the company's accelerating revenue growth, improving profit margins, and slightly higher justified valuation multiples. Analyst Commentary Bullish analysts view the recent price target increase for Baozun as a signal that the market is beginning to recognize the company’s improving execution and more visible growth trajectory.
分析記事 • Nov 28

Earnings Update: Baozun Inc. (NASDAQ:BZUN) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Shareholders might have noticed that Baozun Inc. ( NASDAQ:BZUN ) filed its quarterly result this time last week. The...
分析記事 • Oct 18

Revenues Working Against Baozun Inc.'s (NASDAQ:BZUN) Share Price Following 28% Dive

Baozun Inc. ( NASDAQ:BZUN ) shares have retraced a considerable 28% in the last month, reversing a fair amount of their...
分析記事 • May 20

Baozun Inc.'s (NASDAQ:BZUN) Shares Bounce 49% But Its Business Still Trails The Industry

Those holding Baozun Inc. ( NASDAQ:BZUN ) shares would be relieved that the share price has rebounded 49% in the last...
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新しいナラティブ • May 10

Douyin, WeChat, And RedNote Expansion Will Unlock Future Potential

Expansion into emerging channels and improved digital marketing strategies are expected to drive revenue growth and positively impact net margins.
分析記事 • Apr 05

The Market Doesn't Like What It Sees From Baozun Inc.'s (NASDAQ:BZUN) Revenues Yet As Shares Tumble 26%

Baozun Inc. ( NASDAQ:BZUN ) shares have had a horrible month, losing 26% after a relatively good period beforehand. The...
Seeking Alpha • Mar 30

Baozun: Decent Buy Opportunity After The Correction

Summary I maintain a buy rating on BZUN with a 1-year price target of $3.38, presenting over 16% upside from the current price of $2.9. Baozun's fundamentals are improving, with revenue growth, net margin, and operating cash flow all expanding YoY, signaling potential undervaluation post-correction. The omnichannel store operation strategy is key to driving growth, with significant gains in apparel and sportswear categories, despite a weak consumer environment in China. Risks include weak consumption trends and low consumer confidence in China, but BZUN's strategic execution and undervaluation present a compelling investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

Baozun: Riding The E-Commerce Wave, But China's Shore Is Shallow

Summary Baozun's revenue and EPS were in line, with strong growth in product sales and e-commerce solutions, driven by Douyin and Tencent. Despite growth, Baozun's reliance on China's weak consumption and maturing e-commerce landscape poses significant risks. Baozun's unprofitability, inefficient cost structure, and lack of global growth potential further undermine its long-term value. We recommend avoiding Baozun due to its fundamental weaknesses and focus on China, preferring companies with global growth potential like PDD, Miniso, and Meituan. Read the full article on Seeking Alpha
分析記事 • Jan 15

Benign Growth For Baozun Inc. (NASDAQ:BZUN) Underpins Stock's 26% Plummet

Baozun Inc. ( NASDAQ:BZUN ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
分析記事 • Nov 12

Baozun Inc.'s (NASDAQ:BZUN) 27% Dip In Price Shows Sentiment Is Matching Revenues

The Baozun Inc. ( NASDAQ:BZUN ) share price has softened a substantial 27% over the previous 30 days, handing back much...
分析記事 • Sep 27

Baozun Inc.'s (NASDAQ:BZUN) Price Is Right But Growth Is Lacking After Shares Rocket 29%

The Baozun Inc. ( NASDAQ:BZUN ) share price has done very well over the last month, posting an excellent gain of 29...
Seeking Alpha • Sep 03

Baozun: Key Valuation Metrics Are Attractive

Summary BZUN achieved better-than-expected top line and operating losses in Q2 2024, and this has favorable read-throughs for the company's future financial performance. Baozun has spent $4.9 million on share buybacks in 2024 year-to-date, following the initiation of a new share repurchase plan in late-January this year. BZUN boasts a potential 5.6% buyback yield for this year and a 6.3 times consensus forward one-year normalized P/E, and the stock deserves a Buy rating considering these attractive metrics. Read the full article on Seeking Alpha
分析記事 • Aug 30

Baozun Inc. (NASDAQ:BZUN) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a good week for Baozun Inc. ( NASDAQ:BZUN ) shareholders, because the company has just released its latest...
分析記事 • May 31

Here's What Analysts Are Forecasting For Baozun Inc. (NASDAQ:BZUN) After Its First-Quarter Results

Investors in Baozun Inc. ( NASDAQ:BZUN ) had a good week, as its shares rose 2.6% to close at US$2.78 following the...
分析記事 • May 14

Baozun Inc.'s (NASDAQ:BZUN) Share Price Boosted 30% But Its Business Prospects Need A Lift Too

The Baozun Inc. ( NASDAQ:BZUN ) share price has done very well over the last month, posting an excellent gain of 30...
Seeking Alpha • Apr 25

Is Baozun's Risky Leap Into Brand Management Starting To Pay Off?

Summary Baozun’s revenues rose 5% last year following its acquisition of Gap China, which represented 14% of total annual sales. Product sales from the company’s older e-commerce business fell by 21% last year, while e-commerce services revenue also slumped by 5%. Baozun’s current price-to-sales ratio of 0.13 looks quite depressed compared to domestic competitor Weimob, which trades at 1.38. Read the full article on Seeking Alpha
Seeking Alpha • Apr 09

Baozun: Looking Forward To A Better 2024

Summary Baozun is now attractively valued based on the Enterprise Value-to-Revenue metric; its shares have previously taken a beating due to below-expectations Q4 2023 earnings. But BZUN is expected to register better results this year, thanks to profitability improvement initiatives for its brand management segment and a new brand introduction for its e-commerce segment. Negatives related to its poor fourth quarter performance have already been priced in, and a good financial performance for 2024 might serve as a positive catalyst for Baozun. Read the full article on Seeking Alpha
分析記事 • Mar 18

Estimating The Intrinsic Value Of Baozun Inc. (NASDAQ:BZUN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Baozun fair value estimate is US$2.92 Current share price of...
Seeking Alpha • Jan 26

Baozun: New Buyback Plan And Gap China's Outlook In The Limelight

Summary Baozun Inc.'s new $20 million share repurchase plan was well received by the market, as evidenced by its +17.3% stock price surge on January 24, 2024. Baozun's Gap China business, which was acquired in January last year, is expected to improve its gross margin in FY 2024 and turn profitable in FY 2025. I keep my Buy rating for Baozun unchanged in view of its new share repurchase program and the financial prospects for its Gap China business. Read the full article on Seeking Alpha
分析記事 • Jan 06

Baozun Inc.'s (NASDAQ:BZUN) Low P/S No Reason For Excitement

Baozun Inc.'s ( NASDAQ:BZUN ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy right now compared...
分析記事 • Aug 20

A Look At The Fair Value Of Baozun Inc. (NASDAQ:BZUN)

Key Insights Baozun's estimated fair value is US$3.52 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 • Mar 31

News Flash: Analysts Just Made A Sizeable Upgrade To Their Baozun Inc. (NASDAQ:BZUN) Forecasts

Celebrations may be in order for Baozun Inc. ( NASDAQ:BZUN ) shareholders, with the analysts delivering a significant...

業績と収益の成長予測

NasdaqGS:BZUN - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202811,9563724755366
12/31/202711,1962504383977
12/31/202610,5291283572667
12/31/20259,945-242267420N/A
9/30/20259,768-204N/AN/AN/A
6/30/20259,668-185-9799N/A
3/31/20259,507-182N/AN/AN/A
12/31/20249,422-185-107101N/A
9/30/20249,208-234N/AN/AN/A
6/30/20248,975-272-90112N/A
3/31/20248,904-262N/AN/AN/A
12/31/20238,812-278218448N/A
9/30/20238,585-514N/AN/AN/A
6/30/20238,502-557544776N/A
3/31/20238,304-614N/AN/AN/A
12/31/20228,401-653123383N/A
9/30/20229,020-377N/AN/AN/A
6/30/20229,178-501N/AN/AN/A
3/31/20229,360-343N/AN/AN/A
12/31/20219,396-220-449-96N/A
9/30/20219,57028N/AN/AN/A
6/30/20219,500385N/AN/AN/A
3/31/20219,348425N/AN/AN/A
12/31/20208,852426151310N/A
9/30/20208,289328N/AN/AN/A
6/30/20207,96330294247N/A
3/31/20207,515250N/AN/AN/A
12/31/20197,278281149301N/A
9/30/20196,696329N/AN/AN/A
6/30/20196,304319N/AN/AN/A
3/31/20195,759289N/AN/AN/A
12/31/20185,393270N/A-99N/A
9/30/20184,756228N/AN/AN/A
6/30/20184,536220N/AN/AN/A
3/31/20184,265213N/AN/AN/A
12/31/20174,149209N/A-169N/A
9/30/20173,856124N/AN/AN/A
6/30/20173,715121N/AN/AN/A
3/31/20173,52793N/AN/AN/A
12/31/20163,39087N/A13N/A
9/30/20163,13439N/A-72N/A
6/30/20162,97226N/AN/AN/A
3/31/20162,78925N/AN/AN/A
12/31/20152,598-3N/A2N/A
9/30/20152,265-34N/A-22N/A
6/30/20152,049-150N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: BZUNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: BZUN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: BZUN今後 3 年以内に収益を上げることが予想されます。

収益対市場: BZUNの収益 ( 6.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: BZUNの収益 ( 6.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: BZUNの 自己資本利益率 は、3年後には低くなると予測されています ( 6.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/12 00:06
終値2026/05/12 00:00
収益2025/12/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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

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