Insider Cluster (2 insiders) ·Filed Jun 3, 2026

BZUN

Baozun Inc.
BULLISH
Impact 5/10
Horizonweeks Processed4mo ago
Insider cluster: 2 insiders, $77K total
Actionable Insight ▲ Bullish

The CEO's consistent open-market buying at declining prices ($2.56-$2.73) signals confidence in the company's near-term prospects. Monitor for upcoming earnings or strategic announcements that could catalyze a re-rating. The cluster buying pattern amplifies the signal per academic literature, but the small absolute size relative to market cap limits the magnitude of any potential move.

DirectionBullish
Confidencemedium
Horizonweeks
Final — all horizons settled through T+60d ⚠ clustered
BZUN ▲ +14.39% at T+60d
LONG call ✓ call won +14.39% · α vs SPY +11.90% · entry $2.64 → $3.02
Entry anchored
Jun 3, 2026
via day open
T+1d
+1.14%
call +1.14% · α +0.74%
$2.67
settled 4mo ago
T+5d
-1.89%
call -1.89% · α +1.93%
$2.59
settled 4mo ago
T+20d
+5.30%
call +5.30% · α +6.30%
$2.78
settled 3mo ago
T+60d
+14.39%
call +14.39% · α +11.90%
$3.02
settled 5w ago

Price Chart

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Executive Summary

Baozun's CEO and Chief Strategy Officer collectively purchased $77K in open-market stock over a 7-day window, with the CEO making four separate buys totaling $105.5K. This cluster of insider buying, particularly from the CEO, is a notable signal for a $156M market cap company, though the total value represents only ~0.05% of market cap.

Key Financial Metrics

Direction
buying
Total Value
$155.4K
Insiders
2

Key Facts

  • CEO Qiu Wenbin purchased 40,000 shares across four open-market transactions totaling $105.5K at prices between $2.56 and $2.73.
  • Chief Strategy Officer Wu Junhua purchased 19,500 shares for $49,920 at $2.56.
  • Total cluster value of $77K represents ~0.05% of BZUN's $156M market cap.
  • Recent insider activity (30d) shows 8 buys totaling $232K, indicating sustained insider conviction.
  • Analyst consensus is 77% bullish with 10 Buy ratings and 3 Hold ratings.

Financial Impact

Insider purchases totaling $155.4K over the past 30 days, with the CEO leading the buying.

insider ownershipmarket sentiment

Risk Factors

  • Total insider buying is only 0.05% of market cap, which is below the materiality threshold for significant price impact.
  • Historical performance on BZUN shows negative alpha at T+20 (-6.20% vs SPY), suggesting the stock has underperformed following prior bullish calls.
  • China-based e-commerce sector faces ongoing regulatory and macro headwinds.

Market Snapshot

Exchange
Nasdaq
Sector
Retail-Catalog & Mail-Order Houses
Analyst Consensus
77% bullish (13 analysts)

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BZUN-1780482431512
27 reports for BZUN
Performance horizon
100% Hit rate 10 of 10 directional calls best @ T+5▲ +29.75%Apr 10, 2026
Filters
Rows
Reports for BZUN — sortable, filterable
TypeNow
Sep 3, 2026
29d ago
6-K
NEUTRAL ★ 2/10
$2.79 $2.73▼ −2.15%▼ −1.00%$3.13 (+12.37%)
Aug 28, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$3.02 $2.87▼ −4.97%▼ −5.08%$3.13 (+3.81%)
Aug 5, 2026
8w ago
6-K
NEUTRAL ★ 2/10
$2.96 $2.82▼ −4.73%▼ −5.08%$3.13 (+5.91%)
Jun 24, 2026
14w ago
Insider Cluster
NEUTRAL ★ 3/10
$2.88 $2.90▲ +0.69%▼ −1.01%$3.13 (+8.85%)
Jun 17, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$2.74 $2.88▲ +5.11%▲ +6.15%$3.13 (+14.42%)
Jun 15, 2026
15w ago
Insider Cluster
NEUTRAL ★ 3/10
$2.75 $2.72▼ −1.09%▲ +0.29%$3.13 (+14.00%)
Jun 9, 2026
16w ago
Insider Cluster
BULLISH ★ 4/10
$2.64 $2.75▲ +4.17%▲ +1.75%$3.13 (+18.75%)
Jun 5, 2026
17w ago
Insider Cluster
BULLISH ★ 5/10
$2.65 $2.75▲ +3.77%▲ +3.20%$3.13 (+18.30%)
Jun 3, 2026
17w ago
Insider Cluster
BULLISH ★ 5/10
$2.64 $2.59▼ −1.89%▲ +1.93%$3.13 (+18.75%)
Jun 2, 2026
17w ago
6-K
NEUTRAL ★ 2/10
$2.68 $2.64▼ −1.49%▲ +1.47%$3.13 (+16.98%)
Showing 10 of 27

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Report published Jun 3, 2026