摩根士丹利发表研报指，京东健康第三季营收年增28.7%，达到171亿元，较市场预期高出4%，这主要得益于强劲的第一方销售(以药品为主)和广告收入(主要来自营养保健产品)。按产品组合划分，药品维持30%以上的强劲年增长动能，营养保健产品亦表现稳健，增长约30%。由于毛利率扩张和审慎的成本控制，调整后营业利润(按年增59.9%)和调整后净利润(按年增42.4%)分别较市场预期高出39%和15%。京东健康管理层有信心达成或超越其2025年营收年增22%的目标，并将调整后净利润目标上调至62亿元(原先约为56亿至57亿元)。大摩予京东健康“与大市同步”评级，目标价60港元。
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