BZUN — Stock Film
STOCK FILMSCENE 1/11BZUN · $2.51
Stock Expert AI presents
BZUN
Baozun Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Baozun Inc. A quick introduction.

On the stock market since 2015, it operates in the world of consumer spending. It has 6,762 employees. Now — the numbers.

on the stock market since 2015
6,762 employees
$145.9M market value
Revenue last year:
$0
The loss that same year:
$0
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
61%Services
Services 61%Products 39%
61% of all revenue comes from a single line: Services.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

In the vault right now:
$0
DEBT: $2.3B
At this pace, that money lasts about 11.6 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

Every quarter, analysts set a profit bar.
How many of the last 4 did the company clear?
1 / 4
EXPECTATIONS MET OR BEATEN
1
May 2024
Aug 2024
Mar 2025
May 2025
1 TIME IN THE LAST 4 QUARTERS
It misses the bar more often than not.
THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking8/10
Executives are buying stock8/10
WEAK SPOTS
The stock has lost its spark0/10
THE FIVE-YEAR JOURNEY
A long and steep decline.

An investor who bought at the very peak is down 90% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.

1
THE BRIGHT SIDE · 1/3
Sales are holding up

The company sells $9.9B a year; the problem isn’t sales — it’s costs running above that number.

2
THE BRIGHT SIDE · 2/3
Strong cash, light debt

There is $2.8B in the vault; even if every debt were paid off, $523.4M would remain.

3
THE BRIGHT SIDE · 3/3
Executives are buying their own stock

Over the last 12 months, company executives reported 45 buys and 1 sell. Management buying with its own money is usually read as a good sign.

1
THE RISKS · 1/2
The losses continue

A loss of $242.1M against $9.9B in annual sales.

2
THE RISKS · 2/2
The stock has lost its spark

Since the drop from its peak, buyer appetite hasn’t come back. Council score: 0/10.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, BZUN sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: BZUN has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film