No. of Recommendations: 0
By From Growth to Value,


Baozun has been focusing on big clients so far.

A detail in the Q&A reveals that the company is working on reaching out to smaller businesses.

No commenters or analysts have been talking about this, as far as I know.

This is the scenario that I had been hoping for from my first investment in the company, but faster than I had foreseen.


While I have been writing four articles about Baozun (BZUN), and therefore have some insight on how this Chinese company works, the management amazed me when they announced what they are working on. I'd like to call it the Shopificaton of Baozun. It was not that I was surprised that the management would let the company evolve in that particular direction, since I had hinted to that several times in my articles and comments. But Baozun awed me with the fact that it already is doing it now.


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