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Baozun Earnings Calls
| Release date | Nov 25, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | 2.095B |
| Revenue actual | - |
| Expected change | +/- 12.99% |
| Release date | Aug 28, 2025 |
| EPS estimate | - |
| EPS actual | -$0.0400 |
| Revenue estimate | - |
| Revenue actual | 355.969M |
| Release date | May 21, 2025 |
| EPS estimate | -$1.42 |
| EPS actual | -$0.140 |
| EPS Surprise | 90.14% |
| Revenue estimate | 2B |
| Revenue actual | 283.519M |
| Revenue Surprise | -85.82% |
| Release date | Mar 20, 2025 |
| EPS estimate | $0.530 |
| EPS actual | $0.110 |
| EPS Surprise | -79.25% |
| Revenue estimate | 409.784M |
| Revenue actual | 410.119M |
| Revenue Surprise | 0.0817% |
Last 4 Quarters for Baozun
Below you can see how BZUN performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Mar 20, 2025 |
| Price on release | $3.06 |
| EPS estimate | $0.530 |
| EPS actual | $0.110 |
| EPS surprise | -79.25% |
| Date | Price |
|---|---|
| Mar 14, 2025 | $3.38 |
| Mar 17, 2025 | $3.49 |
| Mar 18, 2025 | $3.48 |
| Mar 19, 2025 | $3.50 |
| Mar 20, 2025 | $3.06 |
| Mar 21, 2025 | $3.00 |
| Mar 24, 2025 | $3.02 |
| Mar 25, 2025 | $2.95 |
| Mar 26, 2025 | $2.90 |
| 4 days before | -9.47% |
| 4 days after | -5.23% |
| On release day | -1.80% |
| Change in period | -14.20% |
| Release date | May 21, 2025 |
| Price on release | $3.08 |
| EPS estimate | -$1.42 |
| EPS actual | -$0.140 |
| EPS surprise | 90.14% |
| Date | Price |
|---|---|
| May 15, 2025 | $3.28 |
| May 16, 2025 | $3.23 |
| May 19, 2025 | $3.32 |
| May 20, 2025 | $3.22 |
| May 21, 2025 | $3.08 |
| May 22, 2025 | $3.00 |
| May 23, 2025 | $3.05 |
| May 27, 2025 | $3.00 |
| May 28, 2025 | $2.95 |
| 4 days before | -6.10% |
| 4 days after | -4.22% |
| On release day | -2.60% |
| Change in period | -10.06% |
| Release date | Aug 28, 2025 |
| Price on release | $3.19 |
| EPS estimate | - |
| EPS actual | -$0.0400 |
| Date | Price |
|---|---|
| Aug 22, 2025 | $2.92 |
| Aug 25, 2025 | $3.05 |
| Aug 26, 2025 | $3.01 |
| Aug 27, 2025 | $2.83 |
| Aug 28, 2025 | $3.19 |
| Aug 29, 2025 | $3.39 |
| Sep 02, 2025 | $3.79 |
| Sep 03, 2025 | $4.03 |
| Sep 04, 2025 | $3.86 |
| 4 days before | 9.25% |
| 4 days after | 21.00% |
| On release day | 6.27% |
| Change in period | 32.19% |
| Release date | Nov 25, 2025 |
| Price on release | - |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Nov 11, 2025 | $3.18 |
| Nov 12, 2025 | $3.10 |
| Nov 13, 2025 | $2.95 |
| Nov 14, 2025 | $2.97 |
| Nov 17, 2025 | $2.91 |
Baozun Earnings Call Transcript Summary of Q2 2025
Baozun delivered a solid Q2 2025 with total revenue up ~7% YoY to CNY 2.6 billion and a meaningful improvement in adjusted profitability. Excluding a one-off CNY 53 million write-off, adjusted non-GAAP operating income rose to CNY 59 million (vs. CNY 10 million a year ago). BEC (e‑commerce) stabilized and became more profitable—revenue +3.3% and adjusted operating profit of CNY 94 million (+56% YoY); BBM (brand management) accelerated top-line growth (+35% YoY to CNY 398 million) while narrowing losses (non‑GAAP operating loss CNY 35 million). Key operational improvements include group product gross margin expansion (+310 bps YoY), reduced fulfillment costs, inventory days down to 126 ( >20% YoY improvement), CNY 2.7 billion in cash and short‑term investments, and selection as an early RedNote partner. Management emphasized technology and data-driven initiatives (AI/content automation for efficiency), ongoing omnichannel expansion (Douyin/RedNote, offline store rollouts—156 Gap stores at quarter-end, 40 net openings targeted for 2025), and confidence in stronger H2 performance (including Double 11). BBM profitability roadmap: management reiterated a breakeven target in Q4 2025.
