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    Frank Tao

    Research Analyst at CNBI

    No comprehensive professional profile could be constructed for Frank Tao as an analyst at CNBI. Extensive searches did not yield any evidence of an individual by that name holding an analyst position or related title at CNBI, nor was a LinkedIn profile located that matches the request. No records of company coverage, professional credentials, career history, notable achievements, or performance metrics related to an analyst named Frank Tao at CNBI were found.

    Frank Tao's questions to Baozun (BZUN) leadership

    Frank Tao's questions to Baozun (BZUN) leadership • Q2 2025

    Question

    Frank Tao of CNBI questioned the growth outlook for the Baozun e-commerce (BEC) business, progress on operating efficiency, and second-half growth expectations. He also asked about the benefits from being a first-batch service provider for the RedNote (Xiaohongshu) and Tmall cooperation and followed up on rumors of a new yoga brand onboarding.

    Answer

    Chief Strategy Officer Junhua Wu confirmed that efficiency improvements are ongoing and expressed confidence in a strong second half, particularly for the 11/11 campaign. He stated that being a first-batch RedNote partner provides strong credentials and is expected to drive revenue. Chairman and CEO Vincent Wenbin Qiu confirmed an agreement with a yoga brand, a former BEC client, noting it will benefit from Baozun's existing design, supply chain, and marketing capabilities, highlighting the huge potential in the sports apparel market.

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    Frank Tao's questions to Baozun (BZUN) leadership • Q2 2025

    Question

    Frank Tao of CNBI inquired about the progress of operating efficiency improvements in the e-commerce (BEC) business and the top-line growth outlook for the second half. He also asked how Baozun is benefiting from its partnership with RedNote and Tmall and followed up on rumors about onboarding a new yoga brand.

    Answer

    Junhua Wu, Chief Strategy Officer, confirmed that efficiency efforts are yielding results and that confidence from a strong 618 campaign is driving robust planning for H2, especially for the 11/11 festival. He noted that being a top-tier RedNote partner provides high visibility and attracts quality clients. Chairman and CEO Vincent Wenbin Qiu confirmed an agreement with a yoga brand, a former BEC client, which will leverage BBM's existing design, supply chain, and systems, applying learnings from Gap and Hunter.

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