Investors May Cut JD.com Earnings' Forecast on Food Delivery Competition -- Market Talk

Dow Jones

2025/06/20

0829 GMT - Investors may cut JD.com earnings' forecast in the near term due to food delivery competition, according to Nomura analysts Jialong Shi and Rachel Guo in a research note. The analysts point out gross merchandise value sales from on-demand delivery increased 19% on-year in the Jun. 18 promotion period, citing third party data. "We believe it is clear that the intensity of the competition raised by JD has way exceeded the market's initial expectation," the analysts say. Likewise, they are concerned that JD.com's two competitors, Alibaba Group and Meituan, may also have spent more than expected on their respective on-demand delivery business, Nomura analysts say. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

June 20, 2025 04:29 ET (08:29 GMT)

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The analysts point out gross merchandise value sales from on-demand delivery increased 19% on-year in the Jun. 18 promotion period, citing third party data. \"We believe it is clear that the intensity of the competition raised by JD has way exceeded the market's initial expectation,\" the analysts say. Likewise, they are concerned that JD.com's two competitors, Alibaba Group and Meituan, may also have spent more than expected on their respective on-demand delivery business, Nomura analysts say. 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The analysts point out gross merchandise value sales from on-demand delivery increased 19% on-year in the Jun. 18 promotion period, citing third party data. \"We believe it is clear that the intensity of the competition raised by JD has way exceeded the market's initial expectation,\" the analysts say. Likewise, they are concerned that JD.com's two competitors, Alibaba Group and Meituan, may also have spent more than expected on their respective on-demand delivery business, Nomura analysts say. 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The analysts point out gross merchandise value sales from on-demand delivery increased 19% on-year in the Jun. 18 promotion period, citing third party data. \"We believe it is clear that the intensity of the competition raised by JD has way exceeded the market's initial expectation,\" the analysts say. Likewise, they are concerned that JD.com's two competitors, Alibaba Group and Meituan, may also have spent more than expected on their respective on-demand delivery business, Nomura analysts say. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"ISBC":"投资者银行","09618":"京东集团-SW","JD":"京东"},"translate_title":"投资者可能会下调京东对食品配送竞争的盈利预测——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ISBC":1,"09618":1,"JD":1},"content_text":"0829 GMT - Investors may cut JD.com earnings' forecast in the near term due to food delivery competition, according to Nomura analysts Jialong Shi and Rachel Guo in a research note. The analysts point out gross merchandise value sales from on-demand delivery increased 19% on-year in the Jun. 18 promotion period, citing third party data. \"We believe it is clear that the intensity of the competition raised by JD has way exceeded the market's initial expectation,\" the analysts say. 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