AMZNprintsminutestrendsdividendsdrawdownsP/E 28.4macronarrativesvolatilitybuybackssentiment+0.8%marginsMSFTPMI 52.1momentumdividendsflowsPMI 52.1digeststhreadsvolatilityearnings callsvolumesβ 1.24breakoutsnewsflow2s10sliquidityheadlines−1.2%breakoutsnoiseGOOGLbuybacksrevisionstrendsPMI 52.1briefstickersnoiseGDPsentimentchattertranscriptsGOOGLsentimentvolatilitybuybacksMSFTwhispersMETAsessionsyield curves13FfuturesdowngradesPMI 52.1headlinesthe tapeflowsdowngradesfutures+0.8%earnings callstranscriptsclosesgammacatalystsrevisionsvolatilitysentimentchatter+2.41%earnings callssentimentfilingstrends10y 4.21%cyclesbuybackswiresspx 0dtewhisperstickersQ3trendsnewsflowearnings callsWTI 78.2sentimentnoisethreadsrumorsnarrativesFOMCconsensusestimatesmomentumYoY +18%tickersmomentumprintsβ 1.24revisions

momentumheadlines52w hipositioning2s10sfilingstrendsprintstrendsmacrocyclesnoise2s10smacroQ3narrativesheadlinesflowscyclesnarrativesspreadstranscriptsdowngradesupgradeswhisperswhispersminutesthe tapeNDXfuturesminutesyield curves52w hithe tapeFOMCcatalystsbriefsthe tapeNVDAguidancetrends52w hidrawdowns2s10swhispersmomentumdrawdownsbuybacks

PCEliquiditysentimentbreakoutsdowngradesP/E 28.4threadsAAPLSPXvolatilityNDXflowscyclesliquidityestimatesEPS 4.12

Earnings are out

BZUN · NASDAQ · Specialty Retail

Baozun (ADR)

Runs brand e-commerce operations and manages brands across China and international markets.

$3.12

After-hours close+0.09 (+2.97%)

At close$3.03(+0.33%)

Something off on this page? Send us feedback.

Profile

Baozun Inc.BZUNConsumer Discretionary

Runs e-commerce operations for brand partners and manages brands through BEC, BBM and BZI. The Gap Greater China acquisition expanded the model from services into brand management.

Online-store operations, IT services, digital marketing, customer service and fulfillment form the core of Baozun e-Commerce (BEC), which serves partner brands across mainland China.

Baozun Brand Management (BBM) adds brand positioning, retail and e-commerce operations, supply chain and logistics, with Gap Greater China as its first milestone. Baozun International (BZI) extends e-commerce activity beyond mainland China to Hong Kong, Macau, Taiwan, Southeast Asia and Europe.

The business is organized around E-Commerce, which includes BEC and BZI, and Brand Management, which houses BBM. Operations are conducted through subsidiaries, a variable-interest entity and its subsidiaries.

Company facts

CEOVincent Wenbin Qiu

ListedMay 21, 2015

ExchangeNASDAQ

HeadquartersShanghai, China

CountryChina

Employees7,650

CIK0001625414

ISINUS06684L1035

Key statistics

Market cap$175.6M

EPS (ttm)−$0.3512

P/E (ttm)−8.60

ROE-3.7%

P/B0.3242

P/S0.1130

Dividend yield—

Beta1.30vs XLY 0.30

Year to date +7.8% · Average volume (30d) 217.2K

Analysts

Price target, next 12 months$3.80+25.8%Median of 13 analysts · vs the Aug 28 close

ConsensusBuy6 of 13 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $3.02

High$3.80+25.8%

Median$3.80+25.8%

Low$3.80+25.8%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 28, 2026	CLSA	Upgrade	Hold	Outperform	$2.20	$3.80
Aug 30, 2024	CLSA	Downgrade	Outperform	Hold		$2.20

Earnings

EPS

Estimate$1.68

Reported$0.06−96.4%

Revenue

Estimate$2.77B

Reported$403.7M−85.4%

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 27, 2026Q2 FY26	$1.68	$0.06	−96.4%	$2.77B	$403.7M	−85.4%	+7.09%
May 20, 2026Q1 FY26	—	−$0.02	—	$335.2M	$345.1M	+2.9%	+1.18%
Mar 25, 2026Q4 FY25	—	$0.39	—	$448.5M	$453.5M	+1.1%	−12.10%
Nov 25, 2025Q3 FY25	—	−$0.10	—	$300.2M	$302.8M	+0.9%	+0.73%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$307.2M	$379.8M	$320.8M	$472.0M	$354.3M	$407.0M
Gross profit	$147.7M	$183.8M	$168.0M	$253.3M	$173.6M	$304.7M
Operating income	−$12.5M	−$1.4M	−$3.8M	$28.9M	$37.2K	$6.6M
Net income	−$9.4M	−$5.1M	−$15.9M	−$5.6M	−$1.1M	$2.5M
Diluted EPS	−$0.16	−$0.09	−$0.28	−$0.10	−$0.02	$0.04
Gross margin	48.1%	48.4%	52.4%	53.7%	49.0%	74.9%
Operating margin	-4.1%	-0.4%	-1.2%	6.1%	0.0%	1.6%

Fiscal years (4-quarter sums)FY21 $1.40B · FY22 $1.25B · FY23 $1.31B · FY24 $1.40B · FY25 $1.48B

Revenue by product · FY25

Service$907.0M · 61%

Product$572.8M · 39%

Revenue by geography · FY25

China$1.46B · 100%

Balance sheet, Jun 30, 2026Cash & short-term investments $431.6M · Total debt $315.8M · Total assets $1.42B · Shareholders' equity $541.5M

Dividends

No dividends on record.

Ownership

Institutions 19.56%Insiders —

Shares outstanding 58.14M · Float 53.67M · 92.3% free float

Insiders — filings are in the shares behind the receipt.

This listing is a depositary receipt and the Form 4 positions here are filed in the shares behind it, a different unit from the share count and in a ratio the filings never state, so no insider percentage is shown.

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Jesvinco Holdings Limited	9.41M	5.40%	13G	Feb 12, 2026
Schroder Investment Management Group	2.41M	4.15%	13F	May 14, 2026
Acadian Asset Management LLC	2.12M	3.64%	13F	May 13, 2026
Two Sigma Investments, LP	963.5K	1.66%	13F	May 15, 2026
Dimensional Fund Advisors LP	593.7K	1.02%	13F	May 7, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Jun 24, 2026	Junhua Wu	director, officer: Chief Strategy Officer	+29,000	$2.85
Jun 22, 2026	Wenbin Qiu	director, officer: Chief Executive Officer	+10,000	$2.81
Jun 17, 2026	Junhua Wu	director, officer: Chief Strategy Officer	+18,500	$2.84
Jun 17, 2026	Wenbin Qiu	director, officer: Chief Executive Officer	+10,000	$2.83
Jun 18, 2026	Wenbin Qiu	director, officer: Chief Executive Officer	+10,000	$2.77