Consumer Cyclical -
Specialty Retail - NASDAQ - CN
$ 2.34
-4.1 %
$ 42.2 M
Market Cap
-5.44
P/E
1. INTRINSIC VALUE
Balance Sheet
Baozun Inc.
| Current Assets | 7.29 B |
| Cash & Short-Term Investments | 2.87 B |
| Receivables | 2.27 B |
| Other Current Assets | 2.15 B |
| Non-Current Assets | 3.18 B |
| Long-Term Investments | 359 M |
| PP&E | 1.92 B |
| Other Non-Current Assets | 903 M |
| Current Liabilities | 3.76 B |
| Accounts Payable | 564 M |
| Short-Term Debt | 1.45 B |
| Other Current Liabilities | 1.75 B |
| Non-Current Liabilities | 865 M |
| Long-Term Debt | 799 M |
| Other Non-Current Liabilities | 65.7 M |
EFFICIENCY
Earnings Waterfall
Baozun Inc.
| Revenue | 8.81 B |
| Cost Of Revenue | 4.92 B |
| Gross Profit | 3.9 B |
| Operating Expenses | 4.1 B |
| Operating Income | -206 M |
| Other Expenses | 72 M |
| Net Income | -278 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Baozun Inc.
| Net Income | -278 M |
| Depreciation & Amortization | 252 M |
| Capital Expenditures | -165 M |
| Stock-Based Compensation | 103 M |
| Change in Working Capital | 262 M |
| Others | 113 M |
| Free Cash Flow | 283 M |
Wall Street Analysts Price Targets
Baozun Inc.
Wall Street analysts predict an average 1-year price target for BZUN of $4.72 , with forecasts ranging from
a
low of
$2.2 to a high of $10 .
BZUN Lowest Price Target
Wall Street Target
2.2 USD
-5.98%
BZUN Average Price Target
Wall Street Target
4.72 USD
101.71%
BZUN Highest Price Target
Wall Street Target
10 USD
327.35%
4. DIVIDEND
ANALYSIS
BZUN does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Baozun Inc.
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Baozun: Decent Buy Opportunity After The Correction
I maintain a buy rating on BZUN with a 1-year price target of $3.38, presenting over 16% upside from the current price of $2.9. Baozun's fundamentals are improving, with revenue growth, net margin, and operating cash flow all expanding YoY, signaling potential undervaluation post-correction. The omnichannel store operation strategy is key to driving growth, with significant gains in apparel and sportswear categories, despite a weak consumer environment in China.
seekingalpha.com
- 3 weeks ago
Baozun Inc. (BZUN) Q4 2024 Earnings Call Transcript
Baozun Inc. (NASDAQ:BZUN ) Q4 2024 - Earnings Conference Call March 20, 2025 7:30 AM ET Company Participants Wendy Sun - Senior Director of Corporate Development and IR Vincent Qiu - Chairman and CEO Junhua Wu - Director and Chief Strategy Office Catherine Zhu - CFO Arthur Yu - President, Baozun E-Commerce Ken Huang - CFO, Baozun Brand Management Conference Call Participants Alicia Yap - Citigroup Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's Fourth Quarter 2024 Earnings Conference Call. [Operator Instructions].
seekingalpha.com
- 1 month ago
Baozun Inc. (BZUN) Q3 2024 Earnings Call Transcript
Baozun Inc. (NASDAQ:BZUN ) Q3 2024 Earnings Call Transcript November 21, 2024 6:30 AM ET Company Participants Wendy Sun - Senior Director of Corporate Development and IR Vincent Qiu - Chairman and CEO Catherine Zhu - CFO Arthur Yu - President, Baozun E-Commerce Ken Huang - CFO, Baozun Brand Management Conference Call Participants Alicia Yap - Citigroup Frank Tao - CMBI Thomas Chong - Jefferies Jack Hou - Huatai Securities Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's Third Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.
seekingalpha.com
- 4 months ago
Baozun: Key Valuation Metrics Are Attractive
BZUN achieved better-than-expected top line and operating losses in Q2 2024, and this has favorable read-throughs for the company's future financial performance. Baozun has spent $4.9 million on share buybacks in 2024 year-to-date, following the initiation of a new share repurchase plan in late-January this year. BZUN boasts a potential 5.6% buyback yield for this year and a 6.3 times consensus forward one-year normalized P/E, and the stock deserves a Buy rating considering these attractive metrics.
seekingalpha.com
- 7 months ago
Baozun Inc. (BZUN) Q2 2024 Earnings Call Transcript
Baozun Inc. (NASDAQ:BZUN ) Q2 2024 Earnings Conference Call August 28, 2024 7:30 AM ET Company Participants Wendy Sun - Senior Director of Corporate Development and Investor Relations Vincent Qiu - Founder, Chairman and Chief Executive Officer Catherine Yanjie Zhu - Chief Financial Officer Arthur Yu - President of Baozun E-Commerce Conference Call Participants Thomas Chong - Jefferies Wang Zhao - CICC Alicia Yap - Citigroup Jack Hou - Huatai Securities Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun Second Quarter 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.
seekingalpha.com
- 7 months ago
Baozun Announces Results of Annual General Meeting of Shareholders
SHANGHAI , June 12, 2024 /PRNewswire/ -- Baozun Inc. (NASDAQ: BZUN and HKEX: 9991) ("Baozun" or the "Company"), a leading brand e-commerce solution provider and digital commerce enabler in China, announced today that its annual general meeting of shareholders (the "AGM") was held in Hong Kong on Wednesday, June 12, 2024 at 2:00 p.m., Hong Kong time (or 2:00 a.m.
prnewswire.com
- 10 months ago
Baozun Inc. (BZUN) Q1 2024 Earnings Call Transcript
Baozun Inc. (NASDAQ:BZUN ) Q1 2024 Earnings Conference Call May 28, 2024 7:30 AM ET Company Participants Wendy Sun - Senior Director of Corporate Development and Investor Relations Vincent Qiu - Founder, Chairman and Chief Executive Officer Catherine Yanjie Zhu - Chief Financial Officer Arthur Yu - President of Baozun E-Commerce Sandrine Zerbib - President of Baozun Brand Management Conference Call Participants Alicia Yap - Citigroup Colin Shan - CITIC Securities Weijia Wu - CICC Sophie Huang - CMBI Thomas Chong - Jefferies Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's First Quarter 2024 Earnings Conference Call. At this time, all participants are in the listen-only mode.
seekingalpha.com
- 10 months ago
Baozun Releases 2023 Sustainability Report
SHANGHAI , April 19, 2024 /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, announced today the release of its 2023 annual sustainability report (the "Sustainability Report"), showcasing the Company's achievements and endeavors in environmental sustainability, social responsibility, and corporate governance. Baozun's Founder, Chairman and CEO, Mr.
prnewswire.com
- 1 year ago
Baozun Strengthens Leadership Team
SHANGHAI , April 19, 2024 /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 the appointment of Ms. Catherine Zhu as Chief Financial Officer, effective immediately.
prnewswire.com
- 1 year ago
Baozun Releases 2023 Chairman Letter
SHANGHAI , April 19, 2024 /PRNewswire/ -- Dear Shareholders: On behalf of the Board of Directors and the management team of Baozun, I express my sincere gratitude for your unwavering support. In 2023, amidst a challenging macro environment, Baozun Group embarked on a transformative journey, expanding into three primary business lines: Baozun e-Commerce (BEC), Baozun Brand Management (BBM), and Baozun International (BZI).
prnewswire.com
- 1 year ago
Baozun: Buying Opportunity Amid Temporary Macro Headwinds
Baozun is an e-commerce enabler company based in China, serving over 450 brands globally. The stock has performed poorly, down over 55% in the past year, much due to the weak market sentiment amid consumer weakness in China. I believe BZUN presents an attractive buy opportunity at $2.4 today. I set a 1-year price target of $3.3, a potential upside of over 37%.
seekingalpha.com
- 1 year ago
Baozun: Looking Forward To A Better 2024
Baozun is now attractively valued based on the Enterprise Value-to-Revenue metric; its shares have previously taken a beating due to below-expectations Q4 2023 earnings. But BZUN is expected to register better results this year, thanks to profitability improvement initiatives for its brand management segment and a new brand introduction for its e-commerce segment. Negatives related to its poor fourth quarter performance have already been priced in, and a good financial performance for 2024 might serve as a positive catalyst for Baozun.
seekingalpha.com
- 1 year ago
8. Profile
Summary
Baozun Inc. BZUN
COUNTRY
CN
INDUSTRY
Specialty Retail
MARKET CAP
$ 42.2 M
Dividend Yield
0.00%
Description
Baozun Inc., through its subsidiaries, provides e-commerce solutions to brand partners in the People's Republic of China. The company offers IT infrastructure setup and integration, online store design and setup, online store operations, visual merchandising and marketing campaigns, customer services, and warehousing and order fulfilment. It 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, and 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.
Contact
No. 1-9, West Jiangchang Road, Shanghai, 200436
https://www.baozun.com
IPO
Date
May 20, 2015
Employees
7650
Officers
Mr. Wenbin Qiu
Co-Founder, Chairman of the Board & Chief Executive Officer
Ms. Wendy Shu Sun
Joint Company Secretary and Senior Director of Corporate Development & Investor Relations
Ms. Sandrine Zerbib
President of Baozun Brand Management
Mr. Yuen Lung Kwok
Senior Vice President
Mr. Junhua Wu
Co-Founder & Director
Ms. Ka Man So
Joint Company Secretary
Ms. Yanjie Zhu
Chief Financial Officer
Mr. Tao Liang
Senior Vice President