BZUN Baozun

$BZUN $BZUN share price breaking out now...re-rating from $3 to $10... $BZUN recently raised forecast FY28 EPS to $1.79 / share... .

$BZUN With the $10 million share buyback starting this week, expected strong earnings, growth of GAP China, launch of Nike partnership, addition of new brand partner and forecast FY28 EPS of $1.79... $BZUN should re-rate from $3 to $10 within the next eight months... .

$BZUN In the four months between 30th June 2022 - 31st October 2022, $BZUN share price fell $7 from $10.94 to $3.94. There are many indications (see posts below from and others) that $BZUN will re-rate back from the current share price to $10+ over a relatively short period of time between now and the end of May 2027. Valuation, fundamentals and newsflow all support this re-rating to $10+ in a relatively short period. In the longer term (2-3 years), if the company continues to successfully execute the expansion of BBM and improving margins, $BZUN should re-rate to $32+ *. $BZUN: Strong Buy and Long Term Hold $BZUN share price target (6-8 months) : $10 (+180% above current share price) $BZUN share price target (2-3 years) : $32 (+745% above current share price) * approximate HK secondary listing price in 2020 .

$BZUN Buybacks were halted Oct 19th. pre-earnings blackout windows restrict individual insiders from trading personal accounts, but they often do not force the total cessation of an automated corporate buyback program if it was structured under a pre-set Rule 10b5-1 plan. When a company is in active, advanced negotiations (such as final terms for an APAC partnership), the legal department will often decide to merge the M&A quiet period directly into the upcoming earnings cycle. This allows management to maintain absolute compliance, avoid tipping off the market with an unusual standalone "material event" trading halt, and preserve their cash to fund the imminent transaction rather than purchasing equity. Because next month's earnings call represents a hard deadline where management must answer to Wall Street and HKEX investors, it serves as the ultimate forcing function to either announce the strategic pivot or clearly explain the abrupt capital allocation freeze.

$BZUN with Anta investment into Puma in Oct, Chinese distributors paused, as shift to DTC plans loom, mirroring Nike strategy. Puma’s DTC partner is Baozun, who manages storefronts and live-streaming for puma. This pause in distributors funnels increased volume through Baozun channels. Qiu said every company that wants to transition to DTC needs Baozun. BEC high margin growth to hit new strides in 2027 with DTC expansion in sportswear brands.

$BZUN During the ongoing 2026 Double 11 Global Shopping Festival, early tracking and sales data confirm that Gap China is securing a top-tier growth trajectory, emerging as one of the standout performers in the highly competitive men's and youth apparel brackets. According to the newly released Tmall Double 11 Sales Speed Rankings (tracking performance from the October 20 launch through October 23): 1. Breaking into the Top 5 On the Men’s Apparel Leaderboard, Gap China successfully fought its way into the TOP 5 ranking positions. • It is currently running alongside heavyweight mainstays like Uniqlo and Bosideng. • This marks a massive leap forward from previous years, when the brand sat well outside the elite tier of top-selling digital storefronts

$BZUN 🚀 $BZUN — My 5-Year 10X Bull Case! 🐂 🔥 1. Earnings: Management raised its 2028 adjusted operating profit target to AT LEAST RMB 700M (~$100M USD), up 27%! 🔥 2. Nike: Existing logistics partnership + Nike's 2027 China distribution restructuring = huge potential. 🔥 3. GAP China: Expansion, turnaround and improving profitability. 🔥 4. New brands: Abercrombie & Fitch is a potential opportunity (unconfirmed). More global brands could fuel growth. 🔥 5. Valuation: At $30–40/share, market cap would be just $1.7–2.3B. Very reasonable if earnings keep growing. 💎 My thesis: 10X by 2031 is possible. This is about fundamentals, not hype. Playing the long game! #Bullish #BZUN

$BZUN This stock has brought us far more frustration than joy, and it has been incredibly tough for many of us who stayed invested while BZUN fell relentlessly from around $60. I’ve been very critical of the company’s management, and I still believe they have made plenty of mistakes. But at the same time, I remain convinced that this company can reach a valuation of more than $3 billion by 2030.

$BZUN 🚀 $BZUN could be a 10-bagger from this point over the next 5 years. If management executes well on everything they have in the pipeline, the upside could be massive. The market is pricing in very low expectations, but a successful turnaround could completely change the story. High risk, massive potential reward. 🐂

$BZUN Some napkin math: 700M RMB 2028 net operating income -> ~105M USD ~60% attributable to shareholders after NCI and taxes (at their peak earnings it would be ~60-70%) -> 63M USD Forward multiple of 12x -> 750M market cap 10% share reduction through buybacks by 2028 ~58.1M outsanding -> 52.3M Conservatively throw in ~$2/share in balance sheet -> $16.8 USD/share 2028 target.

$BZUN GAP Opens 16 New Stores Across China. GAP opened 16 new stores in locations including Shanghai, Macau, Huizhou, Chongqing, Nanjing, Deyang, Fuzhou, and Linyi. Key openings included GAP's first two stores in Macau, at The Venetian Macao and The Parisian Macao; its first travel-channellocation, at Shanghai Hongqiao Railway Station; a newstore featuring GAP's 2.5 retail concept at Shanghai Global Harbor; and a store at Nanjing The Ring, which opened concurrently with the shopping center.

Long time lurker but wanted to point out this feels different than the other rallys. $BZUN decoupled from overall chinese tech sector and seems to be running on it's own merit. $BZUN +32% YTD $BABA -30% YTD $KWEB -31% YTD

$BZUN The trend line is actually holding up pretty well, and insiders continue to buy. All good signs.

$BZUN $1M traded hands today - steady as it goes. Definitely looking like an accumulating hand, although one investor could justifiably be doing all of this buying... patience is a virtue and we have steel for blood on here.

$BZUN This is a critical spot. Go back and look at 2024 and 2025. Multiple rejections between $3.70-$3.80, all resulting in sharp downward movements. The one exception saw it get close to $5, only to collapse. If it can hold here, for just once in its freaking life, I expect to see a continued punch upward.

$BZUN volume is up - all we need is for some of these fast money fools to hold their positions - its not going back to $30 unless there is discipline - just know when this stock is hot ypu can miss out on a 20% day gain if you sell

$BZUN Open Buy Insider Buying: Baozun Inc. (NASDAQ: BZUN) has seen active, true open-market insider buying recently. The company’s CEO Wenbin Qiu and Co-Founder / Chief Strategy Officer Junhua Wu have executed a steady string of open-market share purchases. Recent BZUN Open-Market Insider Buying Transactions (2026) Date Insider Transaction / Share Count Price per Share Total Value Oct 12, 2026 Wenbin Qiu (CEO) Buy (6,000 shares) $3.34 $20,040 Sep 21, 2026 Wenbin Qiu (CEO) Buy (6,900 shares) — — Sep 18, 2026 Wenbin Qiu (CEO) Buy (7,000 shares) $2.84 avg $19,880 Sep 17, 2026 Wenbin Qiu (CEO) Buy (7,100 shares) $2.84 $20,164 Sep 16, 2026 Junhua Wu (CSO) Buy (7,300 shares) — — Sep 15, 2026 Junhua Wu (CSO) Buy (13,900 shares) — — Jun 24, 2026 Junhua Wu (CSO) Buy (29,000 shares) $2.85 $82,650 Jun 22, 2026 Wenbin Qiu (CEO) Buy (10,000 shares) $2.81 $28,100 Jun 18, 2026 Wenbin Qiu (CEO) Buy (10,000 shares) $2.77 $27,700 Jun 17, 2026 Junhua Wu (CSO) Buy (18,500 shares) $2.84 $52,540

$BZUN close above 3.25 could set this quickly to 5. When I say quickly, I mean 3-6 months

$BZUN Get ready for price and volume surprise. The main thing is to make a commotion and act surprised. :)

$BZUN It's nearing 500K traded in the first couple of hours. This is the kind of volume that signifies a real run.