BZUN Baozun Inc.

BULLISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon weeks Filed Jun 3, 2026 Processed 2d 9h ago
Insider cluster: 2 insiders, $77K total

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

Actionable Insight

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.

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)

Documents Analyzed

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

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-BZUN-1780482431512
20 reports for BZUN
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+5▲ +29.75%Apr 10, 2026
Filters
Rows
Reports for BZUN — sortable, filterable
Type Now
Jun 5, 2026
today
Insider Cluster
BULLISH ★ 5/10
awaiting T+1
Jun 3, 2026
2d ago
Insider Cluster
BULLISH ★ 5/10
awaiting T+1
Jun 2, 2026
3d ago
6-K
NEUTRAL ★ 2/10
$2.68 $2.64▼ −1.49%▼ −0.80%$2.65 (−0.93%)
Jun 1, 2026
4d ago
Insider Cluster
NEUTRAL ★ 3/10
awaiting T+1
May 21, 2026
15d ago
6-K
NEUTRAL ★ 2/10
$2.57 $2.50▼ −2.72%▼ −3.17%$2.65 (+3.31%)
May 15, 2026
21d ago
6-K
NEUTRAL ★ 3/10
awaiting T+1
May 8, 2026
28d ago
6-K
NEUTRAL ★ 2/10
$2.75 $2.70▼ −1.82%▼ −2.05%$2.65 (−3.45%)
May 7, 2026
29d ago
6-K
NEUTRAL ★ 2/10
$2.76 $2.75▼ −0.36%▼ −1.19%$2.65 (−3.80%)
Apr 24, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$2.79 $2.80▲ +0.36%▲ +0.19%$2.65 (−4.84%)
Apr 23, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$2.78 $2.79▲ +0.36%▼ −0.42%$2.65 (−4.50%)
Showing 10 of 20

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