BZUN Share Price Performance
US$2.61
-0.11 (-4.04%)
38.4% undervalued intrinsic discount
US$4.24
Fair Value
Price US$2.61
AnalystConsensusTarget US$4.24
AnalystLowTarget US$2.70
AnalystHighTarget US$6.75
Fair ValueUS$4.35
Share Pricen/a
Baozun Inc. Stock Price
- 3 Narratives written by author
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- 13 Fair Values set on narratives written by author
BZUN Community Narratives
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Fair Value US$4.35 39.9% undervalued intrinsic discount
China Digital Adoption And E-Commerce Expansion Will Fuel Global Opportunities
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Fair Value US$2.7 3.5% undervalued intrinsic discount
Declining Asian Demand And Rising Regulatory Costs Will Lower Profits
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Fair Value US$6.75 61.3% undervalued intrinsic discount
Douyin And Tmall Will Fuel E-Commerce Revolution
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Declining Asian Demand And Rising Regulatory Costs Will Lower Profits
Key Takeaways Baozun faces structural demand decline, increased compliance costs, and intensifying competition that threaten long-term revenue growth and profitability. Ongoing operating losses and challenges with acquired brands put sustained profit recovery and margin expansion at risk.Read more
2
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US$2.7
3.5% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
3.2% p.a.
Profit Margin
3.32%
Future PE
4.39x
Price in 2028
US$3.93
Douyin And Tmall Will Fuel E-Commerce Revolution
Key Takeaways Baozun's disciplined execution, technology innovation, and early platform leadership position it for stronger, margin-expanding growth than currently expected by the market. The scalable brand management playbook and asset-light expansion create long-term revenue diversification and sustained high-margin earnings potential.Read more
5
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US$6.75
61.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.94% p.a.
Profit Margin
4.19%
Future PE
7.63x
Price in 2028
US$9.79
China Digital Adoption And E-Commerce Expansion Will Fuel Global Opportunities
Key Takeaways Broader digital adoption and omnichannel expansion fuel revenue growth, improved client retention, and increased high-margin online services income. Transition to higher-value offerings, technology upgrades, and successful brand integrations drive sustained margin expansion and diversification of revenue sources.Read more
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US$4.35
39.9% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
4.41% p.a.
Profit Margin
2.63%
Future PE
8.27x
Price in 2028
US$6.3
Trending Discussion
Recently Updated Narratives
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BZUN: Future Performance Will Hinge On Converting Demand Into Durable Earnings
Fair Value: US$2.7 3.5% undervalued intrinsic discount
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AN
BZUN: Margin Expansion And Service Mix Shift Will Drive Repricing
Fair Value: US$6.75 61.3% undervalued intrinsic discount
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China Digital Adoption And E-Commerce Expansion Will Fuel Global Opportunities
Fair Value: US$4.35 39.9% undervalued intrinsic discount
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Snowflake Analysis
Baozun Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -3.52
- 49.23%
- -2.09%
- 22.8%
About BZUN
- Founded
- 2007
- Employees
- 6887
- CEO
- WebsiteView website
Baozun Inc., through its subsidiaries, engages in the provision of end-to-end e-commerce solutions in the People's Republic of China. It operates in two segments, E-Commerce and Brand Management. The company offers end-to-end e-commerce solutions, including sales of apparel, and home and electronic products; online store design and setup; visual merchandising and marketing; online store operations; customer services; warehousing; and order fulfillment services. It also provides brand management services, such as strategy and tactic positioning; branding and marketing; retail and e-commerce operations; supply chain and logistics; and technology empowerment services. The company serves brand partners in various categories, including apparel and accessories; appliances; electronics; home and furnishings; food and health products; beauty and cosmetics; fast moving consumer goods; mother and baby products; and automobiles. The company was formerly known as Baozun Cayman Inc. and changed its name to Baozun Inc. in March 2015. Baozun Inc. was founded in 2007 and is headquartered in Shanghai, the People’s Republic of China.
