Jarvis Ying's questions to Baozun Inc (BZUN) leadership • Q2 2024
Question
Jarvis Ying asked how the e-commerce platforms' shift from price competition to GMV growth might influence brand advertising strategies, and requested details on Gap's future fashion design trends and whether Baozun would introduce more global styles.
Answer
Arthur Yu, President of Baozun E-commerce, stated that the focus on GMV is a positive development for Baozun as it benefits the large international brands they operate. Ken Huang, CFO of Baozun Brand Management, added that they plan to increase the adoption of successful Gap Global products and designs, while localizing fabrics and fittings for the Chinese market and continuing self-development for special categories and local IP collaborations.