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BZUN

Baozun·NASDAQ
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BZUN fundamentals

Baozun (BZUN) released its earnings on Mar 25, 2026: revenue was 453.92M (YoY +10.68%), beat estimates; EPS was -1.2933 (YoY -356.19%), missed estimates.
Revenue / YoY
453.92M
+10.68%
EPS / YoY
-1.2933
-356.19%
Report date
Mar 25, 2026
BZUN Earnings Call Summary for Q4,2025
  • Strategic Success: Q4 2025 revenue RMB 3.2 billion (+6% YoY), non-GAAP profit RMB 198 million (+91% YoY). BBM breakeven achieved.
  • 2028 Vision: Target RMB 550 million non-GAAP profit via BEC margin expansion and BBM scaling.
  • AI Impact: BEC AI adoption drives 70% efficiency gains, 43% profit growth. BBM AI enhances merchandising.
  • Growth Drivers: Apparel expansion (+25% BEC margin), 50 new BBM stores, and 20-30% Gap China growth.
  • Cash Flow: Operating cash flow tripled to RMB 420 million, supporting 2026 scaling initiatives.
EPS
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.00140.28270.05290.48470.00150.164-0.2063-0.0063-0.0977-0.0627-0.1349-0.2333-0.0684-0.0152-0.1753-0.038-0.0512-0.0234-0.0698-0.2835-0.1502-0.0823-0.2598-1.2933
Forecast
0.00180.21630.16220.5390.06610.3359-0.0570.0934-0.01470.07010.02010.6666-0.1055-0.0873-0.77640.1169-0.00970.02480.06550.1534
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-22.22%
+30.70%
-67.39%
-10.07%
-97.73%
-51.18%
-261.93%
-106.75%
-564.63%
-189.44%
-771.14%
-135.00%
+35.17%
+82.59%
+77.42%
-132.51%
-427.84%
-194.35%
-206.56%
-284.81%
0.00%
0.00%
0.00%
0.00%
Revenue
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Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------------------214.81M304.22M268.58M511.74M308.24M356.59M294.46M499.35M312.78M316.67M244.70M369.98M274.81M319.86M249.71M391.62M274.08M328.91M293.04M410.12M284.39M356.22M302.80M453.92M
Forecast
--------------------------------202.81M293.89M262.19M512.80M309.19M391.18M297.75M500.60M294.01M311.12M245.45M390.07M280.02M333.06M247.66M393.49M261.74M324.23M271.39M409.78M--------
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
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0.00%
0.00%
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0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+5.91%
+3.51%
+2.44%
-0.21%
-0.31%
-8.84%
-1.10%
-0.25%
+6.38%
+1.78%
-0.31%
-5.15%
-1.86%
-3.96%
+0.83%
-0.47%
+4.71%
+1.44%
+7.98%
+0.08%
0.00%
0.00%
0.00%
0.00%

Earnings Call