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I retain a 'Buy' rating for Baozun after analyzing its performance, outlook, and valuations. BZUN's 4Q25 financial disclosures were mixed, considering the revenue outperformance and below-expectations earnings. Management's FY2028 operating income target of CNY550 million implies a substantial 63% CAGR.

Baozun Inc. (BZUN) Q4 2025 Earnings Call Transcript

SHANGHAI March 25, 2026 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2025. Mr. Vincent Qiu, Chairman and Chief Executive Officer of Baozun, commented, "Baozun concluded 2025 with a strong fourth quarter, successfully completing our three-year transformation.

Baozun is still deserving of a 'Buy' rating, based on my assessment of its performance and prospects. BZUN's Brand Management segment registered a 20% YoY sales growth in 3Q2025, fueled by new outlets and a high-profile celebrity endorsement. BZUN is implementing cost controls and moving towards higher-margin, asset-light business arrangements for its E-Commerce operations; this puts it in a good position to become profitable for the full-year FY25 and FY26.

Baozun Inc. ( BZUN ) Q3 2025 Earnings Call November 25, 2025 6:30 AM EST Company Participants Wendy Sun - Joint Company Secretary and Senior Director of Corporate Development & Investor Relations Wenbin Qiu - Co-Founder, Chairman of the Board & CEO Catherine Yanjie Zhu - Chief Financial Officer Junhua Wu - Co-Founder, Chief Strategy Officer & Director Ken Huang Conference Call Participants Alicis a Yap - Citigroup Inc., Research Division Jiawei Yin - Citic Securities Co., Ltd., Research Division Joanna Ma - CMB International Securities Limited, Research Division Presentation Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's Third Quarter 2025 Earnings Conference Call.

SHANGHAI , Nov. 25, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced its unaudited financial results for the third quarter of 2025. Mr. Vincent Qiu, Chairman and Chief Executive Officer of Baozun, commented, "In the third quarter, we advanced our strategic transformation with steady momentum, delivering a strong quarter marked by 5% total revenue growth and a significant narrowing of operating loss.

SHANGHAI , Nov. 11, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", the "Company" or the "Group"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced that it will release its unaudited financial results for the third quarter ended September 30, 2025 on Tuesday, November 25, 2025, before the open of U.S. markets. The Company will host a conference call to discuss the earnings at 6:30 a.m.