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Baozun Inc (BZUN)
:BZUN
US Market

Baozun (BZUN) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 25, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
Last Year’s EPS
-0.29
Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 25, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted significant improvements in revenue growth and profitability, with successful marketing initiatives and brand engagement contributing positively. Despite some declines in product sales and increased expenses, the overall performance and strategic direction appear promising.
Company Guidance
In the third quarter of 2025, Baozun demonstrated robust performance with a 5% increase in total revenue, reaching RMB 2.2 billion. This growth was driven by a 2.4% rise in E-Commerce revenue to RMB 1.8 billion and a 20% surge in Brand Management revenue to RMB 396 million. The company achieved a significant improvement in profitability, with a non-GAAP operating loss narrowing to RMB 11 million from RMB 85 million in the prior year, thanks to a strong gross margin expansion. Baozun's BEC segment reported a non-GAAP operating profit of RMB 28 million, marking its most profitable third quarter in recent years, while BBM exhibited strong top-line growth and improved profitability, driven by effective merchandising and marketing strategies. Gross margin for BBM expanded to 56.5%, contributing to a 30% reduction in non-GAAP operating loss to RMB 38.7 million. The company also noted improvements in operating efficiency, with fulfillment costs reduced by 4.5% and technology and content expenses down by 18.2%. Baozun's cash and cash equivalents totaled RMB 2.7 billion as of September 30, 2025, with total equity rising to RMB 5.5 billion following an accounting adjustment related to the expiration of options in its Cainiao investment. Looking ahead, Baozun is optimistic about sustained growth and profitability, with 2026 expected to be a pivotal year for transitioning from strategic transformation to consistent profitable expansion.
Positive Revenue Growth
Baozun's total net revenues for Q3 2025 increased by 5% year-over-year to RMB 2.2 billion, with E-Commerce revenue growing by 2.4% to RMB 1.8 billion and Brand Management revenue up 20% to RMB 396 million.
Improved Profitability
Non-GAAP operating loss narrowed significantly to RMB 11 million from RMB 85 million a year ago, driven by strong gross margin expansion. Gross profit increased by 26.1% to RMB 277.4 million.
BEC Profitability Surge
BEC achieved its most profitable third quarter in recent years with a non-GAAP operating profit of RMB 28 million, compared to an operating loss of RMB 30 million a year ago.
BBM Revenue and Margin Growth
BBM revenue grew by 20% year-over-year, with a gross profit increase of 28% and gross margin expansion to 56.5% from 52.8%.
Successful Marketing and Brand Initiatives
Engaged a top-tier actor as Gap China brand ambassador, launched effective marketing campaigns, and expanded Gap's offline presence.
Cash Position
As of September 30, 2025, Baozun's cash and cash equivalents, restricted cash, and short-term investments totaled RMB 2.7 billion.

Baozun (BZUN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

BZUN Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 25, 2026
2025 (Q4)
- / -
-0.293
Nov 25, 2025
2025 (Q3)
- / -0.26
-0.069-277.55% (-0.19)
Aug 28, 2025
2025 (Q2)
- / -0.08
-0.024-247.06% (-0.06)
May 21, 2025
2025 (Q1)
- / -0.15
-0.052-194.59% (-0.10)
Mar 20, 2025
2024 (Q4)
- / -0.29
-0.038-666.67% (-0.26)
Nov 21, 2024
2024 (Q3)
- / -0.07
-0.18161.72% (+0.11)
Aug 28, 2024
2024 (Q2)
0.03 / -0.02
-0.016-54.55% (>-0.01)
May 28, 2024
2024 (Q1)
>-0.01 / -0.05
-0.06721.28% (+0.01)
Mar 21, 2024
2023 (Q4)
0.12 / -0.04
-0.22883.23% (+0.19)
Nov 22, 2023
2023 (Q3)
-0.80 / -0.18
-0.136-33.33% (-0.05)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

BZUN Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 25, 2025
$2.92$2.75-5.82%
Aug 28, 2025
$2.83$3.19+12.72%
May 21, 2025
$3.22$3.08-4.35%
Mar 20, 2025
$3.50$3.06-12.57%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Baozun Inc (BZUN) report earnings?
Baozun Inc (BZUN) is schdueled to report earning on Mar 25, 2026, Before Open (Confirmed).
    What is Baozun Inc (BZUN) earnings time?
    Baozun Inc (BZUN) earnings time is at Mar 25, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is BZUN EPS forecast?
          Currently, no data Available