bearish
BZUN Q1 Preview: Eroding GMV Quality, Margin Squeeze by Top Customers
483 Views19 May 2019 06:51
Our negative view on Baozun Inc. (BZUN US) stems from the company’s declining profit margin due to eroding pricing power to key customers, and...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
JL Warren Capital
Investment Advisors
Price Chart(Sign Up to Access)
- Luxury Brand Retail Survey in China – Q2 2019 (LVMH, Kering, NKE, EL)02 Jul 2019
- GOOS China: Upcoming New DTC Stores to Fuel Growth Momentum19 Jun 2019
- GOOS: Golden Goose Opportunity Presented by Share Pullback - Bargain Valuation on Resilient Demand06 Jun 2019
- Baozun Inc. (NASDAQ: BZUN)C3Q18 Review: Want Profitability or Cash Flow?23 Nov 2018
- Baozun - Customer Disintermediation Due to Obsolete Business Moat - SELL20 Nov 2018
- Turning Negative on Baozun: Software Upgrade Delayed; E-Commerce Premiumization Slows12 Aug 2018
x