Qingpu Yang's questions to Baozun Inc (BZUN) leadership • Q4 2024
Question
Qingpu Yang from Citic Group questioned Baozun's strategy regarding JD.com's increased investment in the clothing category. He also asked about the company's view on the rise of AI tools, their main business applications, and any available quantitative data. He followed up with a question about the company's specific plans for the RedNote platform.
Answer
Junhua Wu, Chief Strategy Officer, confirmed that Baozun, being strong in the fashion category, will help existing clients expand onto JD.com and will work closely with JD's management to drive growth. On AI, he described a dual focus on improving bottom-line efficiency (e.g., smart customer service, asset management) and driving top-line growth (e.g., consumer targeting). For RedNote, he positioned it as a top-of-funnel platform for building brand awareness and emotional connection through content and KOLs, which then drives interest and eventual conversion on transactional platforms.