Baozun 향후 성장

Future 기준 점검 3/6

Baozun (는) 각각 연간 83.5% 및 4.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 102% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.5% 로 예상됩니다.

핵심 정보

83.5%

이익 성장률

102.01%

EPS 성장률

Multiline Retail 이익 성장	15.5%
매출 성장률	4.4%
향후 자기자본이익률	5.46%
애널리스트 커버리지	Good
마지막 업데이트	24 Oct 2025

최근 향후 성장 업데이트

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

Aug 30

Recent updates

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

Oct 18

Baozun: Look Beyond Headline Losses

Sep 05

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

May 20

Douyin, WeChat, And RedNote Expansion Will Unlock Future Potential

May 10 Expansion into emerging channels and improved digital marketing strategies are expected to drive revenue growth and positively impact net margins.

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

Apr 05

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

Nov 12

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

Sep 27

Baozun: Key Valuation Metrics Are Attractive

Sep 03

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

Aug 30

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

May 31

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

May 14

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

Apr 25

Baozun: Looking Forward To A Better 2024

Apr 09

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

Mar 18

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

Jan 26

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

Jan 06

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

Aug 20

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

Mar 31

Baozun: Spotlight On Recent Results And Delisting Risk

Aug 29

Baozun Q2 2022 Earnings Preview

Aug 22

Health Check: How Prudently Does Baozun (NASDAQ:BZUN) Use Debt?

Jun 30

At US$7.82, Is It Time To Put Baozun Inc. (NASDAQ:BZUN) On Your Watch List?

May 17

Here's Why I Prefer Baozun Over Alibaba Among Chinese E-Commerce Plays

Apr 05

An Intrinsic Calculation For Baozun Inc. (NASDAQ:BZUN) Suggests It's 32% Undervalued

Mar 21

Baozun (NASDAQ:BZUN) Has More To Do To Multiply In Value Going Forward

Feb 23

Baozun Isn't The Preferred Chinese Internet Play

Jan 13

이익 및 매출 성장 예측

NasdaqGS:BZUN - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2027	10,778	255	531	641	6
12/31/2026	10,261	141	372	346	7
12/31/2025	9,833	7	-795	583	7
6/30/2025	9,668	-185	-97	99	N/A
3/31/2025	9,507	-182	N/A	N/A	N/A
12/31/2024	9,422	-185	-107	101	N/A
9/30/2024	9,208	-234	N/A	N/A	N/A
6/30/2024	8,975	-272	-90	112	N/A
3/31/2024	8,904	-262	N/A	N/A	N/A
12/31/2023	8,812	-278	218	448	N/A
9/30/2023	8,585	-514	N/A	N/A	N/A
6/30/2023	8,502	-557	544	776	N/A
3/31/2023	8,304	-614	N/A	N/A	N/A
12/31/2022	8,401	-653	123	383	N/A
9/30/2022	9,020	-377	N/A	N/A	N/A
6/30/2022	9,178	-501	N/A	N/A	N/A
3/31/2022	9,360	-343	N/A	N/A	N/A
12/31/2021	9,396	-220	-449	-96	N/A
9/30/2021	9,570	28	N/A	N/A	N/A
6/30/2021	9,500	385	N/A	N/A	N/A
3/31/2021	9,348	425	N/A	N/A	N/A
12/31/2020	8,852	426	151	310	N/A
9/30/2020	8,289	328	N/A	N/A	N/A
6/30/2020	7,963	302	94	247	N/A
3/31/2020	7,515	250	N/A	N/A	N/A
12/31/2019	7,278	281	149	301	N/A
9/30/2019	6,696	329	N/A	N/A	N/A
6/30/2019	6,304	319	N/A	N/A	N/A
3/31/2019	5,759	289	N/A	N/A	N/A
12/31/2018	5,393	270	N/A	-99	N/A
9/30/2018	4,756	228	N/A	N/A	N/A
6/30/2018	4,536	220	N/A	N/A	N/A
3/31/2018	4,265	213	N/A	N/A	N/A
12/31/2017	4,149	209	N/A	-169	N/A
9/30/2017	3,856	124	N/A	N/A	N/A
6/30/2017	3,715	121	N/A	N/A	N/A
3/31/2017	3,527	93	N/A	N/A	N/A
12/31/2016	3,390	87	N/A	13	N/A
9/30/2016	3,134	39	N/A	-72	N/A
6/30/2016	2,972	26	N/A	N/A	N/A
3/31/2016	2,789	25	N/A	N/A	N/A
12/31/2015	2,598	-3	N/A	2	N/A
9/30/2015	2,265	-34	N/A	-22	N/A
6/30/2015	2,049	-150	N/A	N/A	N/A
3/31/2015	1,793	-164	N/A	-45	N/A
12/31/2014	1,584	-156	N/A	-66	N/A

애널리스트 향후 성장 전망

수입 대 저축률: BZUN 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.3%)보다 빠른 성장으로 간주됩니다.

수익 vs 시장: BZUN (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.

고성장 수익: BZUN 향후 3년 내에 수익을 낼 것으로 예상됩니다.

수익 대 시장: BZUN 의 수익(연간 4.4%)이 US 시장(연간 10.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: BZUN 의 수익(연간 4.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: BZUN의 자본 수익률은 3년 후 5.5%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2025/11/19 03:31
종가	2025/11/19 00:00
수익	2025/06/30
연간 수익	2024/12/31

데이터 소스

당사의 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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Baozun Inc.는 21명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Lixin Ju	BofA Global Research
Qingpu Yang	Citic Securities Co., Ltd.
Alicia Yap	Citigroup Inc

Baozun 향후 성장

Future 기준 점검 3/6

핵심 정보

최근 향후 성장 업데이트

Consensus estimates of losses per share improve by 72%

Consensus EPS estimates fall by 45%, revenue upgraded

Consensus estimates of losses per share improve by 12%

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

Recent updates

Baozun Inc. to Report Q3, 2025 Results on Nov 25, 2025

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

Baozun: Look Beyond Headline Losses

Second quarter 2025 earnings released

Baozun Inc. to Report Q2, 2025 Results on Aug 28, 2025

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

Douyin, WeChat, And RedNote Expansion Will Unlock Future Potential

Baozun Inc. to Report Q1, 2025 Results on May 21, 2025

Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Baozun Inc., Annual General Meeting, May 19, 2025

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

Baozun: Decent Buy Opportunity After The Correction

Baozun Inc. Reports Impairment of Goodwill for the Fourth Quarter Ended December 31, 2024

Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind

Baozun Inc. Announces Executive Changes

Baozun Inc. to Report Q4, 2024 Results on Mar 20, 2025

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

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

New major risk - Share price stability

Consensus estimates of losses per share improve by 72%

Third quarter 2024 earnings released: CN¥1.48 loss per share (vs CN¥2.12 loss in 3Q 2023)

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

Baozun Inc. to Report Q3, 2024 Results on Nov 21, 2024

Now 21% overvalued after recent price rise

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

Consensus EPS estimates fall by 45%, revenue upgraded

Consensus estimates of losses per share improve by 12%

Baozun: Key Valuation Metrics Are Attractive

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

Second quarter 2024 earnings released: CN¥0.51 loss per share (vs CN¥0.34 loss in 2Q 2023)

Baozun Inc. to Report Q2, 2024 Results on Aug 28, 2024

Baozun Inc. Announces Appointment of Jun Wang as Director

Consensus EPS estimates upgraded to CN¥1.31 loss

Baozun Inc. Announces Resignation of Yang Liu as Director

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

First quarter 2024 earnings released: CN¥1.10 loss per share (vs CN¥1.42 loss in 1Q 2023)

Baozun Inc. to Report Q1, 2024 Results on May 28, 2024

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

Baozun Inc., Annual General Meeting, Jun 12, 2024

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

Full year 2023 earnings: EPS misses analyst expectations

Baozun Inc. Announces Change of Chief Financial Officer

Baozun: Looking Forward To A Better 2024

New minor risk - Shareholder dilution

New minor risk - Shareholder dilution

Consensus EPS estimates fall by 3,729%

Forecast breakeven date pushed back to 2025

Full year 2023 earnings: EPS misses analyst expectations

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

Baozun Inc. to Report Q4, 2023 Results on Mar 21, 2024

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

Baozun Inc. to Report Fiscal Year 2023 Results on Mar 31, 2024

New minor risk - Share price stability

Baozun Inc. (NasdaqGS:BZUN) announces an Equity Buyback for $20 million worth of its shares.

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

Now 25% undervalued after recent price drop

Third quarter 2023 earnings: EPS misses analyst expectations

Baozun Inc. to Report Q3, 2023 Results on Nov 22, 2023

New minor risk - Shareholder dilution

New minor risk - Shareholder dilution

New minor risk - Shareholder dilution

Co-Founder notifies of intention to sell stock

Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Consensus EPS estimates upgraded to CN¥1.87 loss, revenue downgraded

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

Baozun Inc. to Report Q2, 2023 Results on Aug 28, 2023

Consensus EPS estimates upgraded to CN¥2.03 loss

Consensus EPS estimates upgraded to CN¥2.39 loss, revenue downgraded

An unknown buyer acquired Baobida IOT Technology (Suzhou) Co., Ltd from Baozun Inc. (NasdaqGS:BZUN).

First quarter 2023 earnings released: CN¥0.002 loss per share (vs CN¥1.87 loss in 1Q 2022)

Baozun Inc., Annual General Meeting, Jun 15, 2023