View Financial HealthBaozun 배당 및 자사주 매입배당 기준 점검 0/6Baozun 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률1.0%자사주 매입 수익률총 주주 수익률1.0%미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트공시 • 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.공시 • Dec 01Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $50 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.공시 • May 19Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $125 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.모든 업데이트 보기Recent updatesReported Earnings • May 22First quarter 2026 earnings released: CN¥0.13 loss per share (vs CN¥1.09 loss in 1Q 2025)First quarter 2026 results: CN¥0.13 loss per share (improved from CN¥1.09 loss in 1Q 2025). Revenue: CN¥2.38b (up 15% from 1Q 2025). Net loss: CN¥7.46m (loss narrowed 88% from 1Q 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Steve Hsia was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • 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, 2026공시 • Apr 25Baozun Inc., Annual General Meeting, May 15, 2026Baozun Inc., Annual General Meeting, May 15, 2026.공시 • 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, 2026공시 • 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, 2025공시 • 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, 2025공시 • 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, 2025공시 • Apr 24Baozun Inc., Annual General Meeting, May 19, 2025Baozun Inc., Annual General Meeting, May 19, 2025.공시 • 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.공시 • Mar 06Baozun Inc. to Report Q4, 2024 Results on Mar 20, 2025Baozun Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 20, 2025Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Steve Hsia was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 07Baozun Inc. to Report Q3, 2024 Results on Nov 21, 2024Baozun Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 21, 2024Buy Or Sell Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €2.16. The fair value is estimated to be €2.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.2% in a year. Earnings are forecast to grow by 84% in the next year.Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.51 loss per share (vs CN¥0.34 loss in 2Q 2023)Second quarter 2024 results: CN¥0.51 loss per share (further deteriorated from CN¥0.34 loss in 2Q 2023). Revenue: CN¥2.39b (up 3.1% from 2Q 2023). Net loss: CN¥30.6m (loss widened 53% from 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.공시 • 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, 2024공시 • 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.공시 • May 31Baozun Inc. Announces Resignation of Yang Liu as DirectorThe board of directors of the Baozun Inc. announced that with effect from May 30, 2024, Ms. Yang Liu has resigned as a Director due to shareholding changes of Alibaba Investment Limited in the Company.Reported Earnings • May 30First quarter 2024 earnings released: CN¥1.10 loss per share (vs CN¥1.42 loss in 1Q 2023)First quarter 2024 results: CN¥1.10 loss per share (improved from CN¥1.42 loss in 1Q 2023). Revenue: CN¥1.98b (up 4.9% from 1Q 2023). Net loss: CN¥66.6m (loss narrowed 20% from 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 9 percentage points per year, which is a significant difference in performance.공시 • 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, 2024공시 • May 12Baozun Inc., Annual General Meeting, Jun 12, 2024Baozun Inc., Annual General Meeting, Jun 12, 2024, at 14:00 China Standard Time. Location: Unit 1701-1707 & 1716, 17/F., BEA Tower Millennium City 5, 418 Kwun Tong Road, Kwun Tong, Hong Kong Kwun Tong Hong Kong Agenda: To receive, consider and adopt the audited consolidated financial statements for the year ended December 31, 2023 together with the report of the directors of the Company (the “Directors”) and the independent auditor’s report; to re-elect the retiring Directors; to authorize the board of Directors (the “Board”) to fix the Directors’ fees; to re-appoint Deloitte Touche Tohmatsu as auditor of the Company and authorize the Board to fix its remuneration; and to consider other matters.Reported Earnings • Apr 21Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.공시 • Apr 20Baozun Inc. Announces Change of Chief Financial OfficerThe board of directors of Baozun Inc. announced that Mr. Arthur Yu ("Mr. Yu") has resigned as the chief financial officer of the Company (the "Chief Financial Officer") with effect from April 19, 2024, as he will retain and focus on his role as the president of the Company's E-commerce business. The Board further announced that Ms. Catherine Zhu (Ms. Zhu) has been appointed as the Chief Financial Officer with effect from April 19, 2024. Ms. Catherine Zhu is a seasoned finance executive with extensive experience in leading finance operations across diverse industries. She joined Baozun in 2020 as Director of Finance, held a number of positions with the Company thereafter and currently serves as Vice President of Finance. Before joining Baozun, Catherine held key roles in various organizations from 2013 to 2020, including IBR Ltd., Cue & Co., Xperience Communications (Shanghai) Co. Ltd., Porsche Centre Shanghai Waigaoqiao Limited and Lend Lease Project Management & Construction (Shanghai) Co Ltd. She started her career at KPMG Shanghai as an Audit Manager from 2005 to 2013. Catherine holds a bachelor's degree in Business Administration from Shanghai International Studies University and is certified by the Chinese Institute of Certified Public Accountants (CICPA) and holds a Certified Internal Auditor (CIA) certificate.New Risk • Apr 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding).Breakeven Date Change • Mar 22Forecast breakeven date pushed back to 2025The 10 analysts covering Baozun previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 44% to 2024. The company is expected to make a profit of CN¥184.7m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.Reported Earnings • Mar 22Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.공시 • Mar 08Baozun Inc. to Report Q4, 2023 Results on Mar 21, 2024Baozun Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 21, 2024Buy Or Sell Opportunity • Feb 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €2.14. The fair value is estimated to be €2.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 9.0% in a year. Earnings are forecast to grow by 99% in the next year.New Risk • Feb 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.7% increase in shares outstanding).공시 • 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, 2024공시 • Jan 24Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $20 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.Reported Earnings • Nov 24Third quarter 2023 earnings released: CN¥2.12 loss per share (vs CN¥2.88 loss in 3Q 2022)Third quarter 2023 results: CN¥2.12 loss per share (improved from CN¥2.88 loss in 3Q 2022). Revenue: CN¥1.82b (up 4.7% from 3Q 2022). Net loss: CN¥126.4m (loss narrowed 25% from 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.공시 • Nov 09Baozun Inc. to Report Q3, 2023 Results on Nov 22, 2023Baozun Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 22, 2023New Risk • Nov 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).Reported Earnings • Aug 28Second quarter 2023 earnings released: CN¥0.34 loss per share (vs CN¥1.26 loss in 2Q 2022)Second quarter 2023 results: CN¥0.34 loss per share (improved from CN¥1.26 loss in 2Q 2022). Revenue: CN¥2.32b (up 9.3% from 2Q 2022). Net loss: CN¥20.0m (loss narrowed 74% from 2Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.New Risk • Aug 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Aug 15Baozun Inc. to Report Q2, 2023 Results on Aug 28, 2023Baozun Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 28, 2023Reported Earnings • May 26First quarter 2023 earnings released: CN¥0.002 loss per share (vs CN¥1.87 loss in 1Q 2022)First quarter 2023 results: CN¥0.002 loss per share (improved from CN¥1.87 loss in 1Q 2022). Revenue: CN¥1.98b (flat on 1Q 2022). Net loss: CN¥122.4m (flat on 1Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.공시 • 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.공시 • 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.공시 • 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, 2023공시 • May 12Baozun Inc. Announces Board ChangesThe board of directors of Baozun Inc. announced that Ms. Bin Yu has resigned as an independent Director, the chairman of the audit committee (the Audit Committee) and a member of each of the compensation committee (the Compensation Committee) and the nominating and corporate governance committee (the Nominating and Corporate Governance Committee) of the Company with effect from May 11, 2023, as she will join the Company as a consultant. Ms. Yu has confirmed that she has no disagreement with the Board and there is no matter in relation to her resignation that needs to be brought to the attention of the shareholders of the Company and The Stock Exchange of Hong Kong Limited. The Board further announced that with effect from May 11, 2023, (i) Mr. Benjamin Changqing Ye, an independent Director, was re-designated from a member of the Audit Committee to the chairman of the Audit Committee; (ii) Mr. Ye was appointed as a member of each of the Compensation Committee and the Nominating and Corporate Governance Committee; (iii) Mr. Steve Hsien-Chieng Hsia, an independent Director, was appointed as a member of the Audit Committee.Reported Earnings • Mar 23Full year 2022 earnings released: CN¥10.69 loss per share (vs CN¥3.05 loss in FY 2021)Full year 2022 results: CN¥10.69 loss per share (further deteriorated from CN¥3.05 loss in FY 2021). Revenue: CN¥8.40b (down 11% from FY 2021). Net loss: CN¥653.3m (loss widened 197% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.공시 • Feb 01Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited.Baozun Inc. (NasdaqGS:BZUN) signed definitive agreements to acquire Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited for $50 million on November 8, 2022. The consideration is paid in an all cash transaction. The consideration will be financed by the internal resources of the Group. Gap (Shanghai) Commercial reported a net loss of $-0.040 million in December 31, 2021 and Gap Taiwan Limited reported a net loss of -0.01 million in January 29, 2022. The debt restructuring for Gap Shangai and Gap Taiwan has been completed. The relevant government approval in respect of the Gap Taiwan Limited Transfer shall have been obtained, and Completion in relation to Gap (Shanghai) Commercial Transfer shall have taken place. The transaction is expected to complete in first half of 2023. Morgan Stanley is advising Gap on both divestitures & acted as financial advisor to Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited. Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited on February 1, 2023. Greater China will become part of the Baozun group, under the business line of Baozun Brand Management, led by Sandrine Zerbib, President of Baozun Brand Management. Wing Xiao, the Head of Operations at Baozun Brand Management will be the CEO as Gap Greater China with immediate effect.Reported Earnings • Nov 30Third quarter 2022 earnings released: CN¥2.88 loss per share (vs CN¥4.00 loss in 3Q 2021)Third quarter 2022 results: CN¥2.88 loss per share (improved from CN¥4.00 loss in 3Q 2021). Revenue: CN¥1.74b (down 8.3% from 3Q 2021). Net loss: CN¥168.9m (loss narrowed 42% from 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.공시 • Nov 17Baozun Inc. to Report Q3, 2022 Results on Nov 29, 2022Baozun Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 29, 2022Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 24Second quarter 2022 earnings released: CN¥1.15 loss per share (vs CN¥1.08 profit in 2Q 2021)Second quarter 2022 results: CN¥1.15 loss per share (down from CN¥1.08 profit in 2Q 2021). Revenue: CN¥2.12b (down 7.9% from 2Q 2021). Net loss: CN¥77.8m (down 198% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 36% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.공시 • Aug 10Baozun Inc. to Report Q2, 2022 Results on Aug 23, 2022Baozun Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 23, 2022공시 • May 28Baozun Inc., Annual General Meeting, Jun 27, 2022Baozun Inc., Annual General Meeting, Jun 27, 2022, at 14:00 Singapore Standard Time. Location: 7 Temasek Boulevard, Level 32 Suntec Tower One Singapore Singapore Agenda: To consider the appointment of deloitte touche tohmatsu certified public accountants llp and deloitte touche tohmatsu as the company's independent registered public accounting firm and the company's independent auditor, respectively, to audit the company's consolidated financial statements to be filed with the u.s. securities and exchange commission and the stock exchange of hong kong limited, respectively, for the year ending December 31, 2022 and the authorization for the directors of the company to determine the remuneration of the company's independent registered public accounting firm and the company's independent auditor be authorized, approved and ratified; to consider Yang Liu be re-elected as a director of the company; and to transact other business.공시 • May 13Baozun Inc. to Report Q1, 2022 Results on May 26, 2022Baozun Inc. announced that they will report Q1, 2022 results Pre-Market on May 26, 2022Reported Earnings • May 02Full year 2021 earnings released: CN¥3.05 loss per share (vs CN¥6.82 profit in FY 2020)Full year 2021 results: CN¥3.05 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Over the next year, revenue is forecast to grow 8.4%, compared to a 31% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Apr 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be €10.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: CN¥3.04 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 43% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.공시 • Feb 25Baozun Inc. to Report Q4, 2021 Results on Mar 10, 2022Baozun Inc. announced that they will report Q4, 2021 results Pre-Market on Mar 10, 2022Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.공시 • Dec 01Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $50 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €16.25, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 34x in the Online Retail industry in Germany. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €16.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 40x in the Online Retail industry in Germany. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.11 per share.Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS CN¥2.04 (vs CN¥2.04 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥4.61b (up 114% from 2Q 2020). Net income: CN¥159.5m (up 33% from 2Q 2020). Profit margin: 3.5% (down from 5.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥23.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 48x in the Online Retail industry in Germany. Total loss to shareholders of 58% over the past three years.Executive Departure • Jul 23Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.Executive Departure • Jul 22Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.공시 • May 19Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $125 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥0.016 (vs CN¥0.038 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings, although profit margins were flat and revenues improved. First quarter 2021 results: Revenue: CN¥2.02b (up 33% from 1Q 2020). Net income: CN¥1.26m (down 44% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CN¥29.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 67x in the Online Retail industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.79 per share.Reported Earnings • Mar 06Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 37%, compared to a 56% growth forecast for the Online Retail industry in Germany.공시 • Feb 20+ 1 more updateBaozun Inc. to Report Q4, 2020 Results on Mar 04, 2021Baozun Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 04, 2021Is New 90 Day High Low • Feb 16New 90-day high: €46.10The company is up 35% from its price of €34.20 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.97 per share.공시 • Feb 04Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited.Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited on February 3, 2021. Final enterprise value of Full Jet represents a 12.5x multiple of Full Jet’s 2020 EBITDA, with total consideration consisting of a 50% initial cash payment and deferred payments in cash or equity over the following three years, subject to an annual performance target completion result. The acquisition is subject to customary closing conditions. The acquisition is expected to be completed on or around February 10, 2021.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥37.30, the stock is trading at a trailing P/E ratio of 50x, up from the previous P/E ratio of 38.1x. This compares to an average P/E of 82x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 23%.Is New 90 Day High Low • Jan 27New 90-day high: €38.30The company is up 24% from its price of €31.00 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.97 per share.Is New 90 Day High Low • Dec 28New 90-day low: €25.80The company is down 7.0% from its price of €27.60 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.72 per share.Analyst Estimate Surprise Post Earnings • Nov 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 31%, compared to a 46% growth forecast for the Online Retail industry in Germany.Reported Earnings • Nov 25Third quarter 2020 earnings released: EPS CN¥1.10The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥1.83b (up 22% from 3Q 2019). Net income: CN¥64.6m (up 64% from 3Q 2019). Profit margin: 3.5% (up from 2.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Nov 24Baozun Inc. Announce Management ChangesBaozun Inc. announced that its Board of Directors has appointed Mr. Arthur Yu, the company’s current Vice President of Finance, as Chief Financial Officer (“CFO”), effective December 1, 2020. To help ensure a smooth transition, Mr. Yu will work closely with the Company's current CFO, Mr. Robin Lu. Mr. Robin Lu will take on a new role where he will spearhead the Company’s strategic business development and investment initiatives, both financially and operationally. The Company plans to leverage these strategic initiatives to promote exposure to emerging brands, new e-commerce trends, and other business development opportunities, to capture emerging opportunities early in the development life cycle across China’s e-commerce sector.공시 • Nov 10Baozun Inc. to Report Q3, 2020 Results on Nov 23, 2020Baozun Inc. announced that they will report Q3, 2020 results at 9:00 AM, China Standard Time on Nov 23, 2020Is New 90 Day High Low • Oct 06New 90-day low: €27.50The company is down 33% from its price of €40.80 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.16 per share.공시 • Sep 29Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion.Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: HKD 82.9 Discount Per Security: HKD 1.658 Transaction Features: New Market ListingIs New 90 Day High Low • Sep 18New 90-day low: €29.40The company is down 17% from its price of €35.30 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.90 per share.공시 • Aug 11Baozun Inc. to Report Q2, 2020 Results on Aug 21, 2020Baozun Inc. announced that they will report Q2, 2020 results at 9:00 AM, China Standard Time on Aug 21, 2020지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 2BZA 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: 2BZA 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Baozun 배당 수익률 vs 시장2BZA의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (2BZA)n/a시장 하위 25% (DE)1.5%시장 상위 25% (DE)4.5%업계 평균 (Multiline Retail)1.4%분석가 예측 (2BZA) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 2BZA 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 2BZA 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 2BZA 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: 2BZA 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YDE 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 09:31종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Baozun Inc.는 19명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Lixin JuBofA Global ResearchQingpu YangCitic Securities Co., Ltd.Alicia YapCitigroup Inc16명의 분석가 더 보기
공시 • 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.
공시 • Dec 01Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $50 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
공시 • May 19Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $125 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Reported Earnings • May 22First quarter 2026 earnings released: CN¥0.13 loss per share (vs CN¥1.09 loss in 1Q 2025)First quarter 2026 results: CN¥0.13 loss per share (improved from CN¥1.09 loss in 1Q 2025). Revenue: CN¥2.38b (up 15% from 1Q 2025). Net loss: CN¥7.46m (loss narrowed 88% from 1Q 2025). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Steve Hsia was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • 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
공시 • Apr 25Baozun Inc., Annual General Meeting, May 15, 2026Baozun Inc., Annual General Meeting, May 15, 2026.
공시 • 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
공시 • 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
공시 • 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
공시 • 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
공시 • Apr 24Baozun Inc., Annual General Meeting, May 19, 2025Baozun Inc., Annual General Meeting, May 19, 2025.
공시 • 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.
공시 • Mar 06Baozun Inc. to Report Q4, 2024 Results on Mar 20, 2025Baozun Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 20, 2025
Board Change • Dec 30Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Steve Hsia was the last director to join the board, commencing their role in 2016. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 07Baozun Inc. to Report Q3, 2024 Results on Nov 21, 2024Baozun Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 21, 2024
Buy Or Sell Opportunity • Sep 26Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to €2.16. The fair value is estimated to be €2.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 5.2% in a year. Earnings are forecast to grow by 84% in the next year.
Reported Earnings • Aug 29Second quarter 2024 earnings released: CN¥0.51 loss per share (vs CN¥0.34 loss in 2Q 2023)Second quarter 2024 results: CN¥0.51 loss per share (further deteriorated from CN¥0.34 loss in 2Q 2023). Revenue: CN¥2.39b (up 3.1% from 2Q 2023). Net loss: CN¥30.6m (loss widened 53% from 2Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has fallen by 56% per year, which means it is performing significantly worse than earnings.
공시 • 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
공시 • 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.
공시 • May 31Baozun Inc. Announces Resignation of Yang Liu as DirectorThe board of directors of the Baozun Inc. announced that with effect from May 30, 2024, Ms. Yang Liu has resigned as a Director due to shareholding changes of Alibaba Investment Limited in the Company.
Reported Earnings • May 30First quarter 2024 earnings released: CN¥1.10 loss per share (vs CN¥1.42 loss in 1Q 2023)First quarter 2024 results: CN¥1.10 loss per share (improved from CN¥1.42 loss in 1Q 2023). Revenue: CN¥1.98b (up 4.9% from 1Q 2023). Net loss: CN¥66.6m (loss narrowed 20% from 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 9 percentage points per year, which is a significant difference in performance.
공시 • 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
공시 • May 12Baozun Inc., Annual General Meeting, Jun 12, 2024Baozun Inc., Annual General Meeting, Jun 12, 2024, at 14:00 China Standard Time. Location: Unit 1701-1707 & 1716, 17/F., BEA Tower Millennium City 5, 418 Kwun Tong Road, Kwun Tong, Hong Kong Kwun Tong Hong Kong Agenda: To receive, consider and adopt the audited consolidated financial statements for the year ended December 31, 2023 together with the report of the directors of the Company (the “Directors”) and the independent auditor’s report; to re-elect the retiring Directors; to authorize the board of Directors (the “Board”) to fix the Directors’ fees; to re-appoint Deloitte Touche Tohmatsu as auditor of the Company and authorize the Board to fix its remuneration; and to consider other matters.
Reported Earnings • Apr 21Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.
공시 • Apr 20Baozun Inc. Announces Change of Chief Financial OfficerThe board of directors of Baozun Inc. announced that Mr. Arthur Yu ("Mr. Yu") has resigned as the chief financial officer of the Company (the "Chief Financial Officer") with effect from April 19, 2024, as he will retain and focus on his role as the president of the Company's E-commerce business. The Board further announced that Ms. Catherine Zhu (Ms. Zhu) has been appointed as the Chief Financial Officer with effect from April 19, 2024. Ms. Catherine Zhu is a seasoned finance executive with extensive experience in leading finance operations across diverse industries. She joined Baozun in 2020 as Director of Finance, held a number of positions with the Company thereafter and currently serves as Vice President of Finance. Before joining Baozun, Catherine held key roles in various organizations from 2013 to 2020, including IBR Ltd., Cue & Co., Xperience Communications (Shanghai) Co. Ltd., Porsche Centre Shanghai Waigaoqiao Limited and Lend Lease Project Management & Construction (Shanghai) Co Ltd. She started her career at KPMG Shanghai as an Audit Manager from 2005 to 2013. Catherine holds a bachelor's degree in Business Administration from Shanghai International Studies University and is certified by the Chinese Institute of Certified Public Accountants (CICPA) and holds a Certified Internal Auditor (CIA) certificate.
New Risk • Apr 05New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Shareholders have been diluted in the past year (3.0% increase in shares outstanding).
Breakeven Date Change • Mar 22Forecast breakeven date pushed back to 2025The 10 analysts covering Baozun previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 44% to 2024. The company is expected to make a profit of CN¥184.7m in 2025. Average annual earnings growth of 76% is required to achieve expected profit on schedule.
Reported Earnings • Mar 22Full year 2023 earnings released: CN¥4.68 loss per share (vs CN¥10.69 loss in FY 2022)Full year 2023 results: CN¥4.68 loss per share (improved from CN¥10.69 loss in FY 2022). Revenue: CN¥8.81b (up 4.9% from FY 2022). Net loss: CN¥278.4m (loss narrowed 57% from FY 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
공시 • Mar 08Baozun Inc. to Report Q4, 2023 Results on Mar 21, 2024Baozun Inc. announced that they will report Q4, 2023 results Pre-Market on Mar 21, 2024
Buy Or Sell Opportunity • Feb 29Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to €2.14. The fair value is estimated to be €2.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 9.0% in a year. Earnings are forecast to grow by 99% in the next year.
New Risk • Feb 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.7% increase in shares outstanding).
공시 • 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
공시 • Jan 24Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $20 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $20 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Reported Earnings • Nov 24Third quarter 2023 earnings released: CN¥2.12 loss per share (vs CN¥2.88 loss in 3Q 2022)Third quarter 2023 results: CN¥2.12 loss per share (improved from CN¥2.88 loss in 3Q 2022). Revenue: CN¥1.82b (up 4.7% from 3Q 2022). Net loss: CN¥126.4m (loss narrowed 25% from 3Q 2022). Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 44 percentage points per year, which is a significant difference in performance.
공시 • Nov 09Baozun Inc. to Report Q3, 2023 Results on Nov 22, 2023Baozun Inc. announced that they will report Q3, 2023 results Pre-Market on Nov 22, 2023
New Risk • Nov 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Nov 07New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.3% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
New Risk • Oct 08New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risk Shareholders have been diluted in the past year (2.3% increase in shares outstanding).
Reported Earnings • Aug 28Second quarter 2023 earnings released: CN¥0.34 loss per share (vs CN¥1.26 loss in 2Q 2022)Second quarter 2023 results: CN¥0.34 loss per share (improved from CN¥1.26 loss in 2Q 2022). Revenue: CN¥2.32b (up 9.3% from 2Q 2022). Net loss: CN¥20.0m (loss narrowed 74% from 2Q 2022). Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
New Risk • Aug 23New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Aug 15Baozun Inc. to Report Q2, 2023 Results on Aug 28, 2023Baozun Inc. announced that they will report Q2, 2023 results Pre-Market on Aug 28, 2023
Reported Earnings • May 26First quarter 2023 earnings released: CN¥0.002 loss per share (vs CN¥1.87 loss in 1Q 2022)First quarter 2023 results: CN¥0.002 loss per share (improved from CN¥1.87 loss in 1Q 2022). Revenue: CN¥1.98b (flat on 1Q 2022). Net loss: CN¥122.4m (flat on 1Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Multiline Retail industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance.
공시 • 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.
공시 • 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.
공시 • 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
공시 • May 12Baozun Inc. Announces Board ChangesThe board of directors of Baozun Inc. announced that Ms. Bin Yu has resigned as an independent Director, the chairman of the audit committee (the Audit Committee) and a member of each of the compensation committee (the Compensation Committee) and the nominating and corporate governance committee (the Nominating and Corporate Governance Committee) of the Company with effect from May 11, 2023, as she will join the Company as a consultant. Ms. Yu has confirmed that she has no disagreement with the Board and there is no matter in relation to her resignation that needs to be brought to the attention of the shareholders of the Company and The Stock Exchange of Hong Kong Limited. The Board further announced that with effect from May 11, 2023, (i) Mr. Benjamin Changqing Ye, an independent Director, was re-designated from a member of the Audit Committee to the chairman of the Audit Committee; (ii) Mr. Ye was appointed as a member of each of the Compensation Committee and the Nominating and Corporate Governance Committee; (iii) Mr. Steve Hsien-Chieng Hsia, an independent Director, was appointed as a member of the Audit Committee.
Reported Earnings • Mar 23Full year 2022 earnings released: CN¥10.69 loss per share (vs CN¥3.05 loss in FY 2021)Full year 2022 results: CN¥10.69 loss per share (further deteriorated from CN¥3.05 loss in FY 2021). Revenue: CN¥8.40b (down 11% from FY 2021). Net loss: CN¥653.3m (loss widened 197% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 62 percentage points per year, which is a significant difference in performance.
공시 • Feb 01Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited.Baozun Inc. (NasdaqGS:BZUN) signed definitive agreements to acquire Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited for $50 million on November 8, 2022. The consideration is paid in an all cash transaction. The consideration will be financed by the internal resources of the Group. Gap (Shanghai) Commercial reported a net loss of $-0.040 million in December 31, 2021 and Gap Taiwan Limited reported a net loss of -0.01 million in January 29, 2022. The debt restructuring for Gap Shangai and Gap Taiwan has been completed. The relevant government approval in respect of the Gap Taiwan Limited Transfer shall have been obtained, and Completion in relation to Gap (Shanghai) Commercial Transfer shall have taken place. The transaction is expected to complete in first half of 2023. Morgan Stanley is advising Gap on both divestitures & acted as financial advisor to Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited. Baozun Inc. (NasdaqGS:BZUN) completed the acquisition of Gap (Shanghai) Commercial Co., Ltd and Gap Taiwan Limited from The Gap, Inc. (NYSE:GPS) and Gap (UK Holdings) Limited on February 1, 2023. Greater China will become part of the Baozun group, under the business line of Baozun Brand Management, led by Sandrine Zerbib, President of Baozun Brand Management. Wing Xiao, the Head of Operations at Baozun Brand Management will be the CEO as Gap Greater China with immediate effect.
Reported Earnings • Nov 30Third quarter 2022 earnings released: CN¥2.88 loss per share (vs CN¥4.00 loss in 3Q 2021)Third quarter 2022 results: CN¥2.88 loss per share (improved from CN¥4.00 loss in 3Q 2021). Revenue: CN¥1.74b (down 8.3% from 3Q 2021). Net loss: CN¥168.9m (loss narrowed 42% from 3Q 2021). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 39 percentage points per year, which is a significant difference in performance.
공시 • Nov 17Baozun Inc. to Report Q3, 2022 Results on Nov 29, 2022Baozun Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 29, 2022
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 24Second quarter 2022 earnings released: CN¥1.15 loss per share (vs CN¥1.08 profit in 2Q 2021)Second quarter 2022 results: CN¥1.15 loss per share (down from CN¥1.08 profit in 2Q 2021). Revenue: CN¥2.12b (down 7.9% from 2Q 2021). Net loss: CN¥77.8m (down 198% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 36% growth forecast for the Online Retail industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 34 percentage points per year, which is a significant difference in performance.
공시 • Aug 10Baozun Inc. to Report Q2, 2022 Results on Aug 23, 2022Baozun Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 23, 2022
공시 • May 28Baozun Inc., Annual General Meeting, Jun 27, 2022Baozun Inc., Annual General Meeting, Jun 27, 2022, at 14:00 Singapore Standard Time. Location: 7 Temasek Boulevard, Level 32 Suntec Tower One Singapore Singapore Agenda: To consider the appointment of deloitte touche tohmatsu certified public accountants llp and deloitte touche tohmatsu as the company's independent registered public accounting firm and the company's independent auditor, respectively, to audit the company's consolidated financial statements to be filed with the u.s. securities and exchange commission and the stock exchange of hong kong limited, respectively, for the year ending December 31, 2022 and the authorization for the directors of the company to determine the remuneration of the company's independent registered public accounting firm and the company's independent auditor be authorized, approved and ratified; to consider Yang Liu be re-elected as a director of the company; and to transact other business.
공시 • May 13Baozun Inc. to Report Q1, 2022 Results on May 26, 2022Baozun Inc. announced that they will report Q1, 2022 results Pre-Market on May 26, 2022
Reported Earnings • May 02Full year 2021 earnings released: CN¥3.05 loss per share (vs CN¥6.82 profit in FY 2020)Full year 2021 results: CN¥3.05 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Over the next year, revenue is forecast to grow 8.4%, compared to a 31% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 44% per year, which means it is performing significantly worse than earnings.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Apr 05Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 31%. The fair value is estimated to be €10.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: CN¥3.04 loss per share (down from CN¥6.82 profit in FY 2020). Revenue: CN¥9.40b (up 6.2% from FY 2020). Net loss: CN¥219.8m (down 152% from profit in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 15%, compared to a 43% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has fallen by 40% per year, which means it is performing significantly worse than earnings.
공시 • Feb 25Baozun Inc. to Report Q4, 2021 Results on Mar 10, 2022Baozun Inc. announced that they will report Q4, 2021 results Pre-Market on Mar 10, 2022
Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Dec 01Third quarter 2021 earnings: EPS in line with expectations, revenues disappointThird quarter 2021 results: CN¥4.00 loss per share (down from CN¥1.10 profit in 3Q 2020). Revenue: CN¥1.90b (up 3.8% from 3Q 2020). Net loss: CN¥292.5m (down CN¥357.1m from profit in 3Q 2020). Revenue missed analyst estimates by 1.6%. Over the next year, revenue is forecast to grow 21%, compared to a 53% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
공시 • Dec 01Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $50 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Valuation Update With 7 Day Price Move • Oct 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €16.25, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 34x in the Online Retail industry in Germany. Total loss to shareholders of 51% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.02 per share.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €16.65, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 40x in the Online Retail industry in Germany. Total loss to shareholders of 60% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €27.11 per share.
Reported Earnings • Aug 20Second quarter 2021 earnings released: EPS CN¥2.04 (vs CN¥2.04 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: CN¥4.61b (up 114% from 2Q 2020). Net income: CN¥159.5m (up 33% from 2Q 2020). Profit margin: 3.5% (down from 5.6% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 24Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to CN¥23.00, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 48x in the Online Retail industry in Germany. Total loss to shareholders of 58% over the past three years.
Executive Departure • Jul 23Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.
Executive Departure • Jul 22Director Xiuyun Liu has left the companyOn the 21st of July, Xiuyun Liu's tenure as Director ended after 4.0 years in the role. We don't have any record of a personal shareholding under Xiuyun's name. A total of 3 executives have left over the last 12 months.
공시 • May 19Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $125 million worth of its shares.Baozun Inc. (NasdaqGS:BZUN) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its outstanding (i) American depositary shares, each representing three Class A ordinary shares, and/or (ii) Class A ordinary shares. The company plans to fund repurchases from its existing cash balance. The repurchase program will be valid for 12 months.
Reported Earnings • May 19First quarter 2021 earnings released: EPS CN¥0.016 (vs CN¥0.038 in 1Q 2020)The company reported a mediocre first quarter result with weaker earnings, although profit margins were flat and revenues improved. First quarter 2021 results: Revenue: CN¥2.02b (up 33% from 1Q 2020). Net income: CN¥1.26m (down 44% from 1Q 2020). Profit margin: 0.1% (in line with 1Q 2020). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 14Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CN¥29.50, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 67x in the Online Retail industry in Germany. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €36.79 per share.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS CN¥6.82 (vs CN¥4.85 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: CN¥8.85b (up 22% from FY 2019). Net income: CN¥426.0m (up 51% from FY 2019). Profit margin: 4.8% (up from 3.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 37%, compared to a 56% growth forecast for the Online Retail industry in Germany.
공시 • Feb 20+ 1 more updateBaozun Inc. to Report Q4, 2020 Results on Mar 04, 2021Baozun Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 04, 2021
Is New 90 Day High Low • Feb 16New 90-day high: €46.10The company is up 35% from its price of €34.20 on 18 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 41% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €58.97 per share.
공시 • Feb 04Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited.Baozun Inc. (NasdaqGS:BZUN) agreed to acquire Full Jet Investment Limited on February 3, 2021. Final enterprise value of Full Jet represents a 12.5x multiple of Full Jet’s 2020 EBITDA, with total consideration consisting of a 50% initial cash payment and deferred payments in cash or equity over the following three years, subject to an annual performance target completion result. The acquisition is subject to customary closing conditions. The acquisition is expected to be completed on or around February 10, 2021.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥37.30, the stock is trading at a trailing P/E ratio of 50x, up from the previous P/E ratio of 38.1x. This compares to an average P/E of 82x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 23%.
Is New 90 Day High Low • Jan 27New 90-day high: €38.30The company is up 24% from its price of €31.00 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €64.97 per share.
Is New 90 Day High Low • Dec 28New 90-day low: €25.80The company is down 7.0% from its price of €27.60 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €45.72 per share.
Analyst Estimate Surprise Post Earnings • Nov 25Revenue beats expectationsRevenue exceeded analyst estimates by 2.2%. Over the next year, revenue is forecast to grow 31%, compared to a 46% growth forecast for the Online Retail industry in Germany.
Reported Earnings • Nov 25Third quarter 2020 earnings released: EPS CN¥1.10The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: CN¥1.83b (up 22% from 3Q 2019). Net income: CN¥64.6m (up 64% from 3Q 2019). Profit margin: 3.5% (up from 2.6% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Nov 24Baozun Inc. Announce Management ChangesBaozun Inc. announced that its Board of Directors has appointed Mr. Arthur Yu, the company’s current Vice President of Finance, as Chief Financial Officer (“CFO”), effective December 1, 2020. To help ensure a smooth transition, Mr. Yu will work closely with the Company's current CFO, Mr. Robin Lu. Mr. Robin Lu will take on a new role where he will spearhead the Company’s strategic business development and investment initiatives, both financially and operationally. The Company plans to leverage these strategic initiatives to promote exposure to emerging brands, new e-commerce trends, and other business development opportunities, to capture emerging opportunities early in the development life cycle across China’s e-commerce sector.
공시 • Nov 10Baozun Inc. to Report Q3, 2020 Results on Nov 23, 2020Baozun Inc. announced that they will report Q3, 2020 results at 9:00 AM, China Standard Time on Nov 23, 2020
Is New 90 Day High Low • Oct 06New 90-day low: €27.50The company is down 33% from its price of €40.80 on 08 July 2020. The German market is up 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.16 per share.
공시 • Sep 29Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion.Baozun Inc. has completed a Follow-on Equity Offering in the amount of HKD 3.316 billion. Security Name: Class A Ordinary Shares Security Type: Common Stock Securities Offered: 40,000,000 Price\Range: HKD 82.9 Discount Per Security: HKD 1.658 Transaction Features: New Market Listing
Is New 90 Day High Low • Sep 18New 90-day low: €29.40The company is down 17% from its price of €35.30 on 19 June 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Online Retail industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €26.90 per share.
공시 • Aug 11Baozun Inc. to Report Q2, 2020 Results on Aug 21, 2020Baozun Inc. announced that they will report Q2, 2020 results at 9:00 AM, China Standard Time on Aug 21, 2020