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
Actual | 0.0014 | 0.2827 | 0.0529 | 0.4847 | 0.0015 | 0.164 | -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 | 0.0018 | 0.2163 | 0.1622 | 0.539 | 0.0661 | 0.3359 | -0.057 | 0.0934 | -0.0147 | 0.0701 | 0.0201 | 0.6666 | -0.1055 | -0.0873 | -0.7764 | 0.1169 | -0.0097 | 0.0248 | 0.0655 | 0.1534 | ||||||||||||||||||||
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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 214.81M | 304.22M | 268.58M | 511.74M | 308.24M | 356.59M | 294.46M | 499.35M | 312.78M | 316.67M | 244.70M | 369.98M | 274.81M | 319.86M | 249.71M | 391.62M | 274.08M | 328.91M | 293.04M | 410.12M | 284.39M | 356.22M | 302.80M | 453.92M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 202.81M | 293.89M | 262.19M | 512.80M | 309.19M | 391.18M | 297.75M | 500.60M | 294.01M | 311.12M | 245.45M | 390.07M | 280.02M | 333.06M | 247.66M | 393.49M | 261.74M | 324.23M | 271.39M | 409.78M | -- | -- | -- | -- |
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% | +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
You can ask Aime
What is Baozun's latest dividend and current dividend yield?What is Baozun's gross profit margin?What were the key takeaways from Baozun’s earnings call?What guidance did Baozun's management provide for the next earnings period?What does Baozun do and what are its main business segments?What is the market's earnings forecast for Baozun next quarter?Did Baozun beat or miss consensus estimates last quarter?What were the key takeaways from Baozun's earnings call?
