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 options activity • Pricing in a "Gap-Up" Event: With IV sitting between 240% and 400%, options market-makers are pricing in a massive, violent price swing. • Volume Precedes Price: Options buying is meaningless without underlying volume, but BZUN's 376% volume spike in the actual shares proves that institutional or large-scale retail buyers are actively accumulating the stock alongside the options bets.

$BZUN Baozun has effectively built a practical monopoly on the infrastructure required for Western retail survival in Asia. Western retail giants struggle to navigate the speed and platform fragmentation of the Chinese and Southeast Asian digital landscapes. international brands treated China and Southeast Asia as high-growth regions where they could simply export their Western supply chains and open storefronts. Local direct-to-consumer (DTC) brands move too fast, and the shift toward fragmented, video-first ecosystem sales requires localized operations. Instead of acting as a service provider restructured into three distinct engines: 1. Baozun E-Commerce (BEC): The cash-flowing operational engine. 2. Baozun Brand Management (BBM): The capital-deploying unit that acquires or takes stakes in local operations (e.g., Gap, Hunter, Sweaty Betty). 3. Baozun International (BZI): The expansion vector replicating this infrastructure across Southeast Asia out of their Singapore headquarters.

$BZUN interesting Japanese article discussing Baozun as a copy of fast retailing. GAP is quickly grabbing mkt share from Uniqlo in China. GAP growth accelerating. Adding more brands will only improve supply chain and profitability. GAP not at 800 stores yet like Uniqlo but expanding quickly. Historic same store revenue increases. Abercrombie would bring Baozun to about 2B in revenue. Margins 60 percent. Mkt cap still at 200 million. Fast retailing and Anta many multiples ahead as Baozun gains brands, expands.

$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 🚀 $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 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.

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 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.

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

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

$BZUN if we dont see again in this forum the JohnTills and the other usual swing trader suspects who have been here for the last three years, we will do veery well.

$BZUN It's about to bump up against a key resistance line. If it can break and hold over that (a tall order for BZUN, admittedly), it should run. If not, we're probably headed back down to $2.70 again.

$BZUN initiated a $10 million share repurchase program to buy back ADSs and Class A shares over the next 12 months.

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