Oct. 19 at 1:48 PM
$BZUN 11-11 festival stretching out to 22 countries this year. Baozun BEC to benefit from rebates and higher take rates. Alibaba leading the way.
This year's Double 11 (Singles' Day) key goal remains high double-digit revenue growth for the platform, and new members must continue to achieve exponential growth. She noted that in the first half of the year, Taobao's overseas user base has tripled, with Taiwan's growth exceeding the overall overseas growth rate.
BBM will provide exponential growth with sweaty betty in a very big market. The BBM pipeline and local supply chain will give Baozun an incredible advantage. ANTA has to buy its brands. Baozun creates a partnership for IP. Lots of treasury shares to play with.
