View ValuationBaozun 향후 성장Future 기준 점검 3/6Baozun (는) 각각 연간 77.3% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 93.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보77.3%이익 성장률93.30%EPS 성장률Multiline Retail 이익 성장16.2%매출 성장률4.3%향후 자기자본이익률5.80%애널리스트 커버리지Good마지막 업데이트22 Feb 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 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, 2026Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Steve Hsia was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.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, 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 16Insufficient 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, 2024공시 • 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.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.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.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, 2024공시 • 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.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, 2023Board Change • Sep 07Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.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, 2023공시 • 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.Board Change • Mar 29Insufficient 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.Board Change • Mar 07Insufficient 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.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 • Dec 01Third 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 13% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 23Second quarter 2022 earnings released: CN¥1.15 loss per share (vs CN¥1.08 profit in 2Q 2021)Second quarter 2022 results: CN¥1.15 loss per share (down from CN¥1.08 profit in 2Q 2021). Revenue: CN¥2.12b (down 7.9% from 2Q 2021). Net loss: CN¥77.8m (down 198% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 21% growth forecast for the Online Retail industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 26 percentage points per year, which is a significant difference in performance.Board Change • Jul 18Insufficient 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.Board Change • Jun 13Insufficient 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.Reported Earnings • Mar 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull 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). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 43% growth forecast for the retail industry in Mexico. 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 • Mar 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. 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.Board Change • Feb 12Insufficient 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.Board Change • Jan 08Insufficient 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.Board Change • Dec 14Insufficient 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.Reported Earnings • Dec 02Third 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 69% growth forecast for the industry in Mexico. 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 23% per year, which means it is performing significantly worse than earnings.Board Change • Nov 06Insufficient 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.Board Change • Oct 21Insufficient 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.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$380, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Online Retail industry globally. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$536 per share.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 31% share price gain to Mex$486, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Online Retail industry globally. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$564 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.Board Change • Aug 19Insufficient 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.Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CN¥520, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Online Retail industry globally. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$890 per share.Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥731, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 29x in the Online Retail industry globally. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$841 per share.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 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥715, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 27x in the Online Retail industry globally. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$731 per share.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 36%, compared to a 34% growth forecast for the Online Retail industry in Mexico.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 only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥898, 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 30x in the Online Retail industry. Total returns to shareholders over the past three years are 22%.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥706, the stock is trading at a trailing P/E ratio of 41.2x, down from the previous P/E ratio of 49.6x. This compares to an average P/E of 30x in the Online Retail industry. Total returns to shareholders over the past three years are 26%.이익 및 매출 성장 예측BMV:BZUN N - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202811,075305471N/A112/31/202710,798248462N/A612/31/202610,293160358N/A712/31/20259,86761-786N/A69/30/20259,768-204N/AN/AN/A6/30/20259,668-185-9799N/A3/31/20259,507-182N/AN/AN/A12/31/20249,422-185-107101N/A9/30/20249,208-234N/AN/AN/A6/30/20248,975-272-90112N/A3/31/20248,904-262N/AN/AN/A12/31/20238,812-278218448N/A9/30/20238,585-514N/AN/AN/A6/30/20238,502-557544776N/A3/31/20238,304-614N/AN/AN/A12/31/20228,401-653123383N/A9/30/20229,020-377N/AN/AN/A6/30/20229,178-501N/AN/AN/A3/31/20229,360-343N/AN/AN/A12/31/20219,396-220-449-96N/A9/30/20219,57028N/AN/AN/A6/30/20219,500385N/AN/AN/A3/31/20219,348425N/AN/AN/A12/31/20208,852426151310N/A9/30/20208,289328N/AN/AN/A6/30/20207,96330294247N/A3/31/20207,515250N/AN/AN/A12/31/20197,278281149301N/A9/30/20196,696329N/AN/AN/A6/30/20196,304319N/AN/AN/A3/31/20195,759289N/AN/AN/A12/31/20185,393270N/A-99N/A9/30/20184,756228N/AN/AN/A6/30/20184,536220N/AN/AN/A3/31/20184,265213N/AN/AN/A12/31/20174,149209N/A-169N/A9/30/20173,856124N/AN/AN/A6/30/20173,715121N/AN/AN/A3/31/20173,52793N/AN/AN/A12/31/20163,39087N/A13N/A9/30/20163,13439N/A-72N/A6/30/20162,97226N/AN/AN/A3/31/20162,78925N/AN/AN/A12/31/20152,598-3N/A2N/A9/30/20152,265-34N/A-22N/A6/30/20152,049-150N/AN/AN/A3/31/20151,793-164N/A-45N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BZUN N 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(8.8%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: BZUN N (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: BZUN N 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: BZUN N 의 수익(연간 4.3%)이 MX 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BZUN N 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BZUN N의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YRetail 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/03/10 16:57종가2025/12/11 00:00수익2025/09/30연간 수익2024/12/31데이터 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 • 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
Board Change • Dec 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Steve Hsia was the last independent director to join the board, commencing their role in 2016. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
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 16Insufficient 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
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.
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.
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.
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
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.
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
Board Change • Sep 07Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 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 following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
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
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.
Board Change • Mar 29Insufficient 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.
Board Change • Mar 07Insufficient 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.
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 • Dec 01Third 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 13% growth forecast for the Online Retail industry in South America. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 45 percentage points per year, which is a significant difference in performance.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Director Liu Yang was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 23Second quarter 2022 earnings released: CN¥1.15 loss per share (vs CN¥1.08 profit in 2Q 2021)Second quarter 2022 results: CN¥1.15 loss per share (down from CN¥1.08 profit in 2Q 2021). Revenue: CN¥2.12b (down 7.9% from 2Q 2021). Net loss: CN¥77.8m (down 198% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 15%, compared to a 21% growth forecast for the Online Retail industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 26 percentage points per year, which is a significant difference in performance.
Board Change • Jul 18Insufficient 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.
Board Change • Jun 13Insufficient 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.
Reported Earnings • Mar 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull 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). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 13%, compared to a 43% growth forecast for the retail industry in Mexico. 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 • Mar 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. 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.
Board Change • Feb 12Insufficient 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.
Board Change • Jan 08Insufficient 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.
Board Change • Dec 14Insufficient 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.
Reported Earnings • Dec 02Third 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 69% growth forecast for the industry in Mexico. 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 23% per year, which means it is performing significantly worse than earnings.
Board Change • Nov 06Insufficient 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.
Board Change • Oct 21Insufficient 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.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$380, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Online Retail industry globally. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$536 per share.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 31% share price gain to Mex$486, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 23x in the Online Retail industry globally. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$564 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.
Board Change • Aug 19Insufficient 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.
Valuation Update With 7 Day Price Move • Jul 29Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to CN¥520, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the Online Retail industry globally. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$890 per share.
Valuation Update With 7 Day Price Move • May 25Investor sentiment improved over the past weekAfter last week's 19% share price gain to CN¥731, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 29x in the Online Retail industry globally. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$841 per share.
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 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to CN¥715, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 27x in the Online Retail industry globally. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$731 per share.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 36%, compared to a 34% growth forecast for the Online Retail industry in Mexico.
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 only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment improved over the past weekAfter last week's 31% share price gain to CN¥898, 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 30x in the Online Retail industry. Total returns to shareholders over the past three years are 22%.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CN¥706, the stock is trading at a trailing P/E ratio of 41.2x, down from the previous P/E ratio of 49.6x. This compares to an average P/E of 30x in the Online Retail industry. Total returns to shareholders over the past three years are 26%.