Chris Chou's questions to Baozun (BZUN) leadership • Q2 2025
Question
Chris Chou from Huatai Securities asked about the progress of AI applications, whether the focus is on revenue or cost reduction, and future plans. He also inquired about any early indications or strategies for the upcoming Double Eleven (11/11) promotion.
Answer
Junhua Wu, Chief Strategy Officer, clarified that Baozun's current AI focus is on internal efficiency and cost savings, such as creating digital assets (images, scripts), as the technology is not yet mature enough to replace human expertise in revenue-driving roles. Regarding Double Eleven, he stated that while specific campaign details are not yet available, brand partners are confident after a strong 6/18 festival and are planning for increased inventory and marketing budgets, suggesting a promising outlook.