Nasdaq· Retail-Catalog & Mail-Order Houses· Inc. E9· CIK 0001625414

BZUN

Baozun Inc.
$3.14 ▲ +2.28%
Prev close $3.07
Market cap$177.9M
ConsensusStrong Buy
12-mo target$4.58 (+46.0%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)9 New Institutional Positions9 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on BZUN right now — valuation, ownership and activity at a glance.
Market Cap
$177.9M
Cap Size
Micro Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$29.3M
Inst. Activity
9 buys / 9 sells
Insider Activity
$1.3M buy / $0.00 sell
Insider Net $
$1.3M
SEC Reports
20
Price chart 30d +11.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 21, 2026 Insider
Qiu Wenbin bought 6,900 shares
Chief Executive Officer @ $2.85 ($19.7K)
Sep 18, 2026 Insider
Qiu Wenbin bought 7,000 shares
Chief Executive Officer @ $2.88 ($20.2K)
Sep 17, 2026 Insider
Qiu Wenbin bought 7,100 shares
Chief Executive Officer @ $2.84 ($20.2K)
Sep 3, 2026 SEC
Baozun Inc. filed a routine monthly return with the Hong Kong Stock Exchange for August 2026, reporting a de minimis net
6-K — Impact 2/10
Aug 28, 2026 SEC
Baozun Inc. filed a 6-K reporting the grant of 852,000 restricted share units (RSUs) under its 2022 share incentive plan
6-K — Impact 2/10
Aug 27, 2026 earnings_calendar
BZUN Q2 2026 Earnings Scheduled — 2026-08-27
Aug 5, 2026 SEC
Baozun Inc. filed a routine monthly return with the Hong Kong Stock Exchange for July 2026, reporting zero changes in au
6-K — Impact 2/10
Jun 30, 2026 Inst.
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — DOUBLED
890,508 shares ($2.5M)
Analyst ratings buy % +10.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 85% rate it Buy or better · 13 analysts
Strong Buy 6 46% Buy 5 38% Hold 2 15% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Aug 28, 2026CLSAUPGRADEOutperform 50%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20266520085%
Aug 1, 20266430077%
Jul 1, 20266430077%
Jun 1, 20266430077%
May 1, 20266430077%
Apr 1, 20265530077%
Mar 1, 20266430077%
Feb 1, 20266430077%
Price targets
Where 7 covering analysts think BZUN trades over the next 12 months.
$4.58 +46.0% upside Strong Buy
Current$3.14 Low$2.91 Median$4.25 High$5.97 7 analysts
$2.91$5.97
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 6 bullish, 0 bearish, 0 mixed, 14 neutral · avg impact 3.3/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 27, 2026
earnings_calendar
BZUN Q2 2026 Earnings Scheduled — 2026-08-27
May 20, 2026
earnings_calendar
BZUN Q1 2026 Earnings Scheduled — 2026-05-20
Mar 25, 2026
earnings_calendar
BZUN Q4 2025 Earnings After Market Close — 2026-03-25
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.00$0.00–$0.00———$2.3B—
Next Q$0.00$0.00–$0.00———$0.0B—
Current FY$3.55$2.04–$4.62367.3%+13.6%2↑ 0↓$10.8B5
Next FY$5.85$3.65–$7.2264.6%+18.4%2↑ 0↓$11.5B5
Institutional ownership
Which big funds own BZUN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $29.3M total value (10,341,056 shares) as of 2026-Q2. Top holders: SCHRODER, TWO, ARROWSTREET.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
SCHRODER INVESTMENT MANAGEMENT GROUP2,414,558$6.9M23.5%—
TWO SIGMA INVESTMENTS, LP1,114,919$3.2M10.8%—
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP890,508$2.5M8.6%DOUBLED +135.1%
MARSHALL WACE, LLP780,391$2.2M7.5%ADD +42.3%
DIMENSIONAL FUND ADVISORS LP568,534$1.6M5.5%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP552,700$1.6M5.3%—
MORGAN STANLEY526,315$1.5M5.1%ADD +50.6%
CITADEL ADVISORS LLC499,047$1.4M4.8%DOUBLED +345.8%
D. E. Shaw & Co., Inc.313,347$886.8K3.0%DOUBLED +247.7%
AMERICAN CENTURY COMPANIES INC256,300$725.3K2.5%—
Recent position changes
FundActionPrevCurrentChangeValue
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED378,772890,508+135.1%$2.5M
MARSHALL WACE, LLPADD548,415780,391+42.3%$2.2M
CITADEL ADVISORS LLCDOUBLED111,944499,047+345.8%$1.4M
MILLENNIUM MANAGEMENT LLCADD82,031159,664+94.6%$451.8K
GOLDMAN SACHS GROUP INCDOUBLED28,322154,544+445.7%$437.4K
Qube Research & Technologies LtdTRIM195,596130,688-33.2%$369.8K
UBS Group AGTRIM155,091102,511-33.9%$290.1K
Centiva Capital, LPDOUBLED31,64085,084+168.9%$240.8K
GROUP ONE TRADING LLCTRIM74,50046,466-37.6%$131.5K
BNP PARIBAS FINANCIAL MARKETSTRIM45,49932,284-29.0%$91.4K
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 50 transactions. Net $1.3M — $1.3M bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Sep 21, 2026Qiu WenbinChief Executive OfficerBUY6,900$2.85$19.7K
Sep 18, 2026Qiu WenbinChief Executive OfficerBUY7,000$2.88$20.2K
Sep 17, 2026Qiu WenbinChief Executive OfficerBUY7,100$2.84$20.2K
Sep 16, 2026Qiu WenbinChief Executive OfficerBUY7,300$2.74$20.0K
Sep 15, 2026Qiu WenbinChief Executive OfficerBUY7,300$2.72$19.9K
Sep 15, 2026Wu JunhuaChief Strategy OfficerBUY13,900$2.73$37.9K
Sep 14, 2026Qiu WenbinChief Executive OfficerBUY7,300$2.74$20.0K
Sep 2, 2026Wu JunhuaChief Strategy OfficerBUY13,500$2.85$38.5K
Aug 28, 2026Yu Bin HelenDirectorEXERCISE5,603——
Aug 28, 2026Yu Bin HelenDirectorEXERCISE16,809——
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BZUN.
Shares short
617,184
Settlement Sep 15, 2026
Change vs prior
+0.8%
Semi-monthly cycle
Days to cover
4.5
At avg daily volume
Of shares outstanding
≈1.1%
Estimate — not % of float
All BZUN filing & press-release reports (27)