BZUN Baozun

$BZUN Excellent results today from $BZUN and raised FY28 forecast EPS to $1.79 (Current share price is just $2.9 !) $BZUN Strong Buy $BZUN share price target: $10 (+245% above current share price) ...

$BZUN Yesterday, $BZUN raised FY28 forecast EPS to $1.79 ... ... current share price is just $3! $BZUN Strong Buy $BZUN share price target: $10 (+235% above current share price) .

$BZUN Excellent results and increased guidance... "Business Outlook As the Company continues to leverage technological innovation and AI-powered infrastructure to enhance productivity, it has revised its 2028 annual Non-GAAP net income from operations target upward to at least RMB700 million*, from RMB550 million" * $104 million, 58 million shares =$1.79 / share! 😉 .

$BZUN So let’s look long term, if I read well Baozun 1.0: eCom service provider (past cycle) Baozun 2.0: Localised « distressed » brand operator (current cycle) Baozun 3.0: Brand portofilo operator in its own right (next cycle) Baozun 1.0 stock price went to usd 67 Baozun 2.0 stock price has room to go to USD 20-30 with PS back to 1.0 from 0,11 right now Baozun 3.0… typical PE of brand portfolio operator like l’Oreal, Unilever, Richmond, PG, LVMH is 20-25x Baozun 3.0 is still strategic self fulfilling prophecy but it sounds consistent with the current transformation journey. Both CEO and activist Champion Kerry might have given it a thought. Let see what future holds here but it looks like Baozun is back to growth stage.

$BZUN it’s always great reading transcript and seeing how Qiu says something but having you connect the dots. For instance don’t worry about distribution product sales drop because we’re going to replace with better apparel distribution…..starting 2027. Nike change in 2027. Sounds like a distribution deal. Or inorganic BBM growth (adding brand). “Possibility to deliver a better goal than before. Not counted yet. Meaning will prob revise higher than 700. They are definitely signing another brand.

$BZUN The fundamental thesis got another confirmation today. The re-rating thesis did not. The spring keeps getting tighter, but there is still zero evidence the market is ready to release it. Another quarter, a major brand win, buybacks — who knows what finally breaks it.

$BZUN citi raises PT to over 5 Citigroup recently maintained its “Buy” rating on Baozun and increased its price target to $5.30 from $4.50. Based on the stock price of approximately $2.93 at the time of the announcement, the new target implied potential upside of about 81%.

$BZUN Sweaty Betty’s latest store has opened at PRISMA New Bund in Shanghai. The new commercial landmark in Pudong also houses premium sports and outdoor brands including Helly Hansen, HEAD and mont-bell on its L1 floor. Earlier, in April, Sweaty Betty opened its first branded concept pop-up store in the Chinese Mainland at Shanghai’s Jing An Kerry Centre, officially marking its return to the Chinese market.

$BZUN What I found most bullish in the call was that management is not simply saying “2028 will be better.” They are already seeing concrete signs today: strong consumer demand in key categories, no major cuts in brand budgets, GAP comp sales above 20%, Q3 trends even stronger, and improving margins across the business. On top of that, they raised the 2028 non-GAAP operating income target from RMB 550M to at least RMB 700M only a few months after setting it. To me, that is the key takeaway: the bullish case is increasingly based on current operating evidence, not just long-term promises.

$BZUN Excellent results. Let’s see if we can finally put an end to this joke and get back to the $30 level, which is where the stock should be trading.

$BZUN This is generally a good earnings report, although I would have liked to see higher profits margins. At least the company is now consistently profitable. Given the stock price's history, we'll probably see a pop then a bleed back down to around where we are now.

$BZUN not really unexpected but they keep adding. Some news are harder to interpret than others - the fact that they just jeep loading is simple to understand

$BZUN And after those good results and excellent forecasts, here we are, still in the same place, struggling to reach those miserable three dollars… This stock is beyond saving.

$BZUN regardless of the results tomorrow, will be interesting to see if insider buying continues in the coming days and weeks

$BZUN Everything is lined up. Pull up your underpants, tighten your belt, comb your hair .... and simply wait. :)

$BZUN As skeptical as I've become of this stock's price action, a rise into this range has previously signaled a bigger run is in the making. We shall see.

$BZUN Driven by early success in technology innovation and AI-powered automation, the company raised its 2028 annual Non-GAAP operating income target to at least RMB 700 million (up from the previous target of RMB 550 million).

$BZUN Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.19 up 246.15% YoY • Reported revenue of $403.74M up 13.31% YoY • Baozun revised its 2028 annual non-GAAP income from operations target upward to at least RMB700M from RMB550M, expecting margin expansion in BEC and operating leverage in BBM to achieve this target.

$BZUN take it or leave it, but I’m happy that I’m much more heavily invested here compared to BABA. I would even go that far saying we have a very capable management in place in direct comparison

$BZUN if any big banks/hedge funds would like to re-rate our valuations here …👌 Bzun AI 🤖 will be back!!!