Chinese E-Commerce Companies' Quick-Commerce Losses Likely Peaked -- Market Talk
Dow Jones
Nov 26
0754 GMT - Chinese e-commerce companies' quick-commerce losses likely peaked in the September quarter, Jefferies analysts say in a research note. Alibaba management noted that its unit-economics losses in quick commerce could fall significantly in the December quarter on a better order mix. Jefferies says 2Q 2026 could be a key quarter to watch as unit economics tend to be better following the Lunar New Year in 1Q. Investors should watch the stocks of JD.com and Meituan, which also have quick-commerce operations. Alibaba's shares are down 1.5%, JD.com gains 2.4% and Meituan rises 5.95%. (sherry.qin@wsj.com)
(END) Dow Jones Newswires
November 26, 2025 02:54 ET (07:54 GMT)
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