Baozun Inc (BZUN)
NASDAQ:BZUN
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Earnings Data
Report Date
Sep 02, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.09Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a broadly positive tone: the company reported double-digit revenue growth, a return to group-level non-GAAP profitability, meaningful margin expansion for product sales, strong BBM top-line momentum (especially GAP) and sharp improvements in working capital and inventory turnover. Offsetting items include higher sales & marketing investments, a small remaining BBM non-GAAP loss at the segment level, some margin compression at BBM versus prior year, and near-term demand timing risks around April/618 and campaign digestion in certain FMCG categories. Overall, operational improvements and the profitability turnaround outweigh the headwinds.Company Guidance
Group Revenue Growth
Total net revenues grew 15% year-over-year to CNY 2.4 billion in Q1 2026.
Profitability Turnaround at Group Level
Non-GAAP operating income turned positive to CNY 8 million versus a non-GAAP loss of CNY 67 million a year ago, reflecting a clear improvement in profitability.
Strong BBM Acceleration and GAP Momentum
Brand Management (BBM) revenue increased 39% year-over-year to CNY 538 million; GAP delivered record same-store sales growth in the 20s, achieved a second consecutive quarter of operating breakeven at the GAP level, and BBM inventory turnover improved to 114 days from 157 days a year ago.
BEC Recovery and Product Sales Strength
E-commerce revenue grew 10% year-over-year to CNY 1.9 billion; BEC product sales rose 21% to CNY 510 million; BEC returned to non-GAAP operating profitability with CNY 13 million versus a loss of CNY 46 million a year ago.
Gross Profit and Margin Expansion
Gross profit for product sales increased 33.6% year-over-year to CNY 350 million; blended gross margin for product sales expanded to 33.5% (+110 basis points) and e-commerce product sales margin improved to 15.9% (+98 basis points).
Working Capital Efficiency and Cash Position
Working capital turnover improved materially to 109 days from 193 days a year ago; inventory turnover shortened to 113 days from 185 days; cash, cash equivalents, restricted cash and short-term investments totaled CNY 2.9 billion as of March 31, 2026.
BZUN Earnings History
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 |
|---|---|---|---|
May 20, 2026 | $2.56 | $2.54 | -0.78% |
Mar 25, 2026 | $2.13 | $2.48 | +16.43% |
Nov 25, 2025 | $2.92 | $2.75 | -5.82% |
Aug 28, 2025 | $2.83 | $3.19 | +12.72% |
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 Sep 02, 2026, Before Open (Confirmed).
What is Baozun Inc (BZUN) earnings time?
Baozun Inc (BZUN) earnings time is at Sep 02, 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