We recently published a list of 11 Best Internet Retail Stocks to Buy According to Analysts. In this article, we are going to take a look at where Baozun Inc. (NASDAQ:BZUN) stands against other best internet retail stocks to buy according to analysts.
Trade policies and tariffs have dominated the stock market since the beginning of April, resulting in volatility and uncertainty. However, CNBC reported on April 16 that retail sales rose 1.4% in March, surpassing expectations. CNBC reported earlier on April 15 that the March retail sales report had the potential to impact investor positioning and confidence. According to Dow Jones, economists and experts anticipated a 1.2% month-over-month growth.
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CNBC reported that the primary catalyst for this growth is a pull-forward of consumer spending to get ahead of increased good prices brought about by tariffs. It also reported that Freedom Capital Markets chief global strategist Jay Woods opined that retail stocks could undergo a short-term bounce if the retail sales report were in line or better than expected. He said:
“Some of these names have gotten way too far ahead of themselves on the downside that bounces are natural. They’ve gotten beaten down and mean reversion could lead to a nice rally over the coming days.”
Callie Cox, chief market strategist of Ritholtz Wealth Management, expressed similar sentiments, saying a strong retail sales report could potentially lead to a rise in consumer discretionary stocks.
“Consumer Discretionary stocks have been hit so hard that they may be more susceptible to a relief rally on the back of a retail sales report that doesn’t show the economy is falling apart,” said Cox.
With the retail sales report exceeding expectations, these analyst opinions could potentially come true. So let’s look at the 11 best internet retail stocks to buy according to analysts.
We sifted through stock screeners, financial media reports, and ETFs to compile a list of 30 internet retail stocks and chose the top 11 with the highest analyst upside potential as of April 17, 2025. We also added the number of hedge fund holders for each stock as of Q4 2024. We sourced the hedge fund sentiment data from Insider Monkey’s database. The list is ordered in ascending order of analyst upside.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
Analyst Upside: 99.52%
Number of Hedge Fund Holders: 8
Baozun Inc. (NASDAQ:BZUN) provides brand e-commerce services and solutions, including appliances, accessories, apparel, home and furnishing, food and health items, cosmetics, and more. In a report released on March 24, Saiyi He from CMB International Securities maintained a Buy rating on Baozun Inc. (NASDAQ:BZUN) and set a price target of $3.53. The analyst opined that the company holds the potential for improved profitability and growth, as its recent financial results surpassed Bloomberg’s consensus expectations with a total revenue of RMB 3.0 billion. While the non-GAAP net profit remained below expectations, it exhibited improvement compared to last year.
In addition, the firm said that Baozun Inc.’s (NASDAQ:BZUN) E-commerce and Brand Management segments also underwent growth, proving to be significant factors contributing to this optimistic outlook. This growth was supported by strategic efforts to optimize merchandising plans and higher demand for IT and digital marketing solutions.
The analyst expects Baozun Inc. (NASDAQ:BZUN) to further improve in 2025, with a focus on achieving loss reduction and revenue growth for Baozun Brand Management and boosting operating efficiency for Baozun E-commerce. The firm anticipates Baozun Brand Management to reach a breakeven point by the end of 2025. According to analysts, Baozun Inc. (NASDAQ:BZUN) is the third best internet retail stock to buy.
Overall, BZUN ranks 3rd on our list of the best internet retail stocks to buy for 2025. While we acknowledge the potential for BZUN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than BZUN but trades at less than 5 times its earnings, check out our report about this cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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