JD.com's 2Q Profit Likely Dragged by Food-Delivery Investment -- Market Talk

Dow Jones

2025/07/11

0446 GMT - JD.com's investment into its food-delivery business is likely to weigh on its 2Q earnings, Nomura analysts say in a research note. They estimate that the Chinese online retailer's new food-delivery business generated a quarterly loss of more than 10 billion yuan, resulting in a 60% on-year drop in consolidated net profit. The business could incur a similar loss in 3Q even if JD.com is able to narrow losses on a per-order basis, the analysts add. Nomura keeps a buy rating on the stock but cuts the target price on ADRs to $45.00 from $52.00. U.S.-listed JD.com last closed at $31.22. (tracy.qu@wsj.com)

(END) Dow Jones Newswires

July 11, 2025 00:46 ET (04:46 GMT)

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They estimate that the Chinese online retailer's new food-delivery business generated a quarterly loss of more than 10 billion yuan, resulting in a 60% on-year drop in consolidated net profit. The business could incur a similar loss in 3Q even if JD.com is able to narrow losses on a per-order basis, the analysts add. Nomura keeps a buy rating on the stock but cuts the target price on ADRs to $45.00 from $52.00. U.S.-listed JD.com last closed at $31.22. (tracy.qu@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 11, 2025 00:46 ET (04:46 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000306701.USD","symbol_name":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2550607105","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2550607105","pubTimestamp":1752209160,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0446 GMT - JD.com's investment into its food-delivery business is likely to weigh on its 2Q earnings, Nomura analysts say in a research note. 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They estimate that the Chinese online retailer's new food-delivery business generated a quarterly loss of more than 10 billion yuan, resulting in a 60% on-year drop in consolidated net profit. The business could incur a similar loss in 3Q even if JD.com is able to narrow losses on a per-order basis, the analysts add. Nomura keeps a buy rating on the stock but cuts the target price on ADRs to $45.00 from $52.00. U.S.-listed JD.com last closed at $31.22. (tracy.qu@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 11, 2025 00:46 ET (04:46 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}