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Jonah Mae

Research Analyst at CMBI

No verifiable public information is available regarding Jonah Mae working as an analyst at CMBI, and extensive searches, including for a LinkedIn profile, yield no relevant professional or credentialed details for this individual in investment research or financial analysis roles. There is no data on specific companies covered, analyst success metrics, performance rankings, career timeline, or securities industry credentials. It is possible that Jonah Mae does not hold a current analyst position matching this description at CMBI or may not be a publicly recognized financial professional.

Jonah Mae's questions to Baozun (BZUN) leadership

Question · Q3 2025

Jonah Mae requested management's revenue and profitability outlook for the next quarter and full year 2026. He also asked for the development plan for the BBM business in 2026, specifically for GAP, Hunter, and other new initiatives.

Answer

Vincent Wenbin Qiu (CEO) expressed confidence in delivering another solid quarter for both BEC and BBM, expecting significant profitability improvements for the whole business in 2026 due to individual performance and synergy. For BBM, he reiterated the priority of ensuring each brand meets expectations, developing synergy with BEC, and carefully seeking new brand opportunities.

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Question · Q3 2025

Jonah Mae requested management to share the revenue and profitability outlook for the upcoming quarter and the full year 2026. Additionally, he asked for the development plan for the BBM business in 2026, specifically regarding GAP, Hunter, and any new initiatives.

Answer

Vincent Qiu, CEO, expressed confidence for a solid Q4 performance for both BEC and BBM, stating that results are on track. For 2026, he anticipated significant improvements in overall profitability for the entire business, driven by individual segment performance and enhanced synergy between BEC and BBM. Regarding BBM, Qiu reiterated the priority of ensuring each existing brand (GAP, Hunter) achieves its planned expectations and emphasized developing synergy with BEC. He also mentioned actively but cautiously seeking new brand opportunities for the BBM portfolio.

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