Baozun shares drop as Q2 earnings miss estimates by wide margin

Published 28/08/2025, 11:14
 Baozun shares drop as Q2 earnings miss estimates by wide margin

Investing.com - Baozun Inc on Thursday reported a significant earnings miss for the second quarter of 2025, sending shares down 4.6% as the company’s adjusted loss per share came in far below analyst expectations despite modest revenue growth.

The Chinese e-commerce solutions provider posted a non-GAAP loss of RMB0.31 per American Depositary Share (ADS), falling RMB1.65 short of analyst estimates of RMB1.34 in earnings. Revenue reached RMB2.55 billion ($356.3 million), representing a 6.8% increase YoY.

Baozun’s e-commerce segment (BEC) saw revenue grow 3.4% YoY, while its Brand Management business (BBM) delivered stronger performance with revenue jumping 35.4% to RMB398.3 million.

The company reported a non-GAAP operating income of RMB6.1 million ($0.9 million), down from RMB10.0 million in the same quarter last year.

"Baozun delivered another solid quarter, with total revenue up 7% and significant improvement in underlying operating profitability in both BEC and BBM businesses," said Vincent Qiu, Chairman and CEO of Baozun. "We believe these results demonstrate the resilience of our business model."

A significant factor affecting profitability was a RMB53.3 million write-down of accounts receivable related to an ongoing arbitration proceeding against a distributor in the healthcare and cosmetics industry.

The company’s adjusted operating profit for its E-Commerce segment fell to RMB41.1 million from RMB60.2 million a year earlier, while its Brand Management segment narrowed its adjusted operating loss by 30% to RMB35.0 million.

Catherine Zhu, CFO, noted: "With discipline execution, clear strategic alignment, and a sharper focus on high-quality growth, we remain confident in achieving meaningful profitability expansion while sustaining modest topline growth."

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