德银研究分析师徐杰西在一份报告中警示，京东的食品配送投资可能拖累其净收入表现的时间超出预期。徐指出，"竞争在7月份加剧，短期阵痛或比预想更持久。"她提到，市场领导者美团正大力投入即时购物领域，并在周六推出"免费餐"优惠券。德银预测，京东二季度调整后收益约为44亿元，三季度将环比上升至70-80亿元，四季度进一步增至80-90亿元。尽管维持买入评级，德银已将目标价从204港元下调至173港元。股价收报124.70港元。
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