Baozun Inc. (BZUN)

Here is how Baozun Inc. (BZUN) and Celestica (CLS) have performed compared to their sector so far this year.

Baozun Inc. (NASDAQ:BZUN ) Q1 2025 Earnings Conference Call May 21, 2025 7:30 AM ET Company Participants Wendy Sun - Senior Director, Corporate Development and Investor Relations Vincent Wenbin Qiu - Founder, Chairman and Chief Executive Officer Catherine Yanjie Zhu - Chief Financial Officer Junhua Wu - Director and Chief Strategy Officer Ken Huang - Chief Financial Officer, Baozun Brand Management Conference Call Participants Alicia Yap - Citigroup Operator Good morning, ladies and gentlemen, and thank you for standing by for Baozun's First Quarter 2025 Earnings Conference Call. Currently, all participants are in a listen-only mode.

SHANGHAI , April 23, 2025 /PRNewswire/ -- Baozun Inc. (Nasdaq: BZUN and HKEX: 9991) ("Baozun", "we" or the "Company"), a leading brand e-commerce solution provider and digital commerce enabler in China, today announced the release of its 2024 Annual Sustainability Report (the "Sustainability Report"), highlighting the Company's achievements in environmental sustainability, social responsibility, and corporate governance. Baozun integrates sustainability into both daily operations and long-term strategic planning, consistently fostering a low-carbon ecosystem, advancing AI-driven innovation, and cultivating a caring and inclusive workplace.

SHANGHAI , April 23, 2025 /PRNewswire/ --  Dear Shareholders: On behalf of the Board of Directors and the management team at Baozun, I would like to express our deepest appreciation for your continued support and trust — especially during a year marked by global volatility and uncertainty across capital markets. Adapting to a Changing Environment In response to a rapidly shifting macroeconomic and digital landscape, Baozun continued its strategic transformation in 2024 to stay agile, competitive, and future-ready.

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.

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].

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.

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.

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.

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.

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.

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.

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.

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).

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%.

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.