On the evening of November 13, JD.com announced its Q3 2025 financial results. The company reported revenue of RMB 299.1 billion (approximately USD 42 billion), a 14.9% year-over-year increase, surpassing expectations. Net profit stood at RMB 5.3 billion, compared to RMB 11.7 billion in the same period last year.

In Q3, JD.com's core retail business further strengthened its market position. Daily necessities and grocery sales grew 18.8% YoY, about four times the industry average. Supermarket category revenue achieved double-digit growth for the seventh consecutive quarter, while apparel and footwear sales grew roughly eight times faster than the industry. New businesses, including food delivery, saw a 214% YoY revenue increase, accelerating from Q2.

During the earnings call, JD.com CEO Xu Ran discussed the food delivery business, stating, "Whether it's food delivery or instant retail, both are long-term strategies for us. Our goal remains to drive healthy business development and sustainable growth. Over the past few months, we've focused on optimizing internal operational efficiency. Despite intense industry competition in Q3, we maintained relative rationality. Currently, the business is still in the first phase of strategic deployment, with the aim of establishing strong user recognition and market share in the premium food delivery segment."

Xu Ran added, "In Q3, JD Food Delivery maintained healthy growth, achieving double-digit GMV growth quarter-over-quarter. While order volume increased, the order structure improved, with full-meal orders now accounting for the majority of total orders. Additionally, average order value rose compared to Q2. We are implementing more refined operations and strategies tailored to different regions, user groups, and order types. At the same time, we are upgrading our underlying system capabilities to enhance overall experience and efficiency."