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    Chris Kao

    Research Analyst at Haitong Securities Co., Ltd.

    Chris Kao is an Equity Analyst at Haitong Securities Co., Ltd., specializing in equity research across Asian markets with a focus on Greater China. He covers prominent companies such as Tencent Holdings, HSBC Holdings, and Hangzhou First, providing in-depth sector analysis and investment recommendations. Kao has built his career at Haitong Securities and is recognized for his strong analytical insights, though third-party performance metrics and rankings are not publicly available. He holds the Chartered Financial Analyst (CFA) designation, underscoring his professional credentials in the securities industry.

    Chris Kao's questions to Baozun (BZUN) leadership

    Chris Kao's questions to Baozun (BZUN) leadership • Q1 2025

    Question

    Chris Kao of Haitong Securities asked about the key drivers behind the strong performance of the apparel and sportswear categories amid weak market sentiment and the outlook for these segments. He also inquired about the potential for integration and synergy between the BBM and BEC sectors during the upcoming 6/18 campaign.

    Answer

    Junhua Wu, Director and Chief Strategy Officer, attributed the strength in apparel and sportswear to their status as a key battleground for e-commerce platforms, leading to heavy investment. He stated Baozun is leveraging data-driven consumer segmentation to drive growth and expects the momentum to continue. Ken Huang, CEO of Baozun Brand Management, clarified that synergies between BBM and BEC are continuous, not just for campaigns. For 6/18, the key advantage is having advance all-channel information and a responsive supply chain to quickly adapt to different platform strategies.

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