BZUN Earnings Prediction
The chart below shows how BZUN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, BZUN sees a +11.30% change in stock price 10 days leading up to the earnings, and a +4.52% change 10 days following the report. On the earnings day itself, the stock moves by -4.73%. This data can give you a slight idea of what to expect for the next quarter's release.
BZUN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
287.19M
14.07%
-13.03%
Gross Margin
72.62%
-0.62%
-0.29%
Operating Margin
-5.57%
-25.13%
605.06%
Net Margin
-4.53%
-36.29%
392.39%
EPS
-0.07
-30.00%
250.00%
No Data Available
BZUN Earnings Analysis
Baozun Inc. American Depositary Shares Corporation (BZUN.O) Earnings Conference Call
Positive
Revenue Growth Strategy: Total revenues grew by 13% year-over-year, reflecting the strength of our revitalized approach and consistent operational alignment.
Revenue Increase Driven by Services: BEC achieved a 14% revenue increase, driven by improvements in services and product sales.
Douyin Business Expansion: Douyin business grew by triple digits year-over-year, directly resulting from our strategic integration efforts and commitment to launching innovations that capitalize on emerging trends.
eCommerce and Brand Revenue Growth: eCommerce revenue grew 14% to RMB 1.8 billion, while brand management revenue grew 10% to RMB 331 million.
Gross Margin and Profit Growth: Our blended gross margin for product sales was 28.1%, and gross profit increased by 2% to RMB 220 million.
Negative
Revenue Growth Slowdown: Baozhun's total net revenues increased by 13% year-over-year to RMB 2.1 billion, indicating a slowdown in growth compared to previous quarters.
eCommerce Revenue Growth: eCommerce revenue grew 14% to RMB 1.8 billion, while brand management revenue grew only 10% to RMB 331 million, suggesting a decline in brand management performance.
Blended Gross Margin Analysis: The blended gross margin for product sales was 28.1%, which is lower than expected, indicating potential cost management issues.
Operational Loss Improvement: Adjusted loss from operations improved to RMB 85 million, compared to a loss of RMB 90 million a year ago, but still reflects ongoing operational challenges.
Cash Liquidity Decline: As of September 30, 2024, cash and cash equivalents totaled RMB 2.7 billion, indicating a decrease in liquidity compared to previous periods.
BZUN FAQs
How does BZUN typically perform around its earnings report dates?
Is Baozun Inc. (BZUN) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
BZUN Earning Call Sentiment
Baozun Inc. (BZUN) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
BZUN.O
3.04%Positive
The earnings call summary reflects strong financial performance with a 13% revenue increase and significant growth in e-commerce and services revenue. The company is expanding its store network and optimizing supply chains, indicating strategic growth. A substantial share repurchase program reflects management's confidence. Despite some challenges, such as high return rates and economic pressures, the positive aspects, including a strong market strategy and shareholder returns, outweigh the negatives. The Q&A section shows management's confidence in addressing challenges and leveraging AI for growth, supporting a positive sentiment.
