Jd Com Inc

JD.com is expected to post earnings of $1.05 per share for the current quarter, a year-over-year change of +101.9%, with the Zacks Consensus Estimate up +3.8% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $3.34 points to a change of +31% from the prior year and has moved +6.7% over the past 30 days, while the next fiscal year's estimate of $3.91 indicates a +16.9% change and has edged up +0.3% over the past month. The consensus sales estimate for the current quarter of $46.07 billion indicates a year-over-year change of +9.7%, and for the current and next fiscal years, $202.54 billion and $213.58 billion estimates indicate +10.3% and +5.5% changes, respectively. In the last reported quarter, JD.com reported revenues of $51.05 billion, up +2.5% year over year and a surprise of -0.96% versus the Zacks Consensus Estimate of $51.55 billion, while EPS of $0.93 compared with $0.69 a year ago for an EPS surprise of +8.14%. The company beat consensus EPS estimates in each of the trailing four quarters and topped consensus revenue estimates two times over that period, and it carries a Zacks Rank #3 (Hold) along with a Zacks Value Style Score of A.

Ceconomy AG rose 4.2% in German trading on a report that JD.com is nearing approval from the European Commission for its planned EUR2.4 billion acquisition of the German electronics retailer, while JD.com shares gained 1.2%. According to traders citing a Dealreporter item circulating Wednesday, JD.com is expected to soon win approval under the EC's EU Foreign Subsidies Regulation, with the regulator set to clear the deal on the basis of JD.com's improved remedy proposal. The transaction still requires approval in Austria under its foreign direct investment review, the final clearance needed to complete the deal. JD.com, Ceconomy, and the EC declined to comment to Dealreporter. The EC opened an in-depth probe into the deal in May to assess whether JD.com received Chinese government support that enabled it to bid more aggressively for Ceconomy, and in July JD.com reportedly received a formal notice from the EC over concerns related to the transaction.

In June 2017, Alibaba, China's largest e-commerce company, suffered a roughly 42-hour outage of SF Express after a dispute over data integration with the logistics firm, and the sales volume of the merchants that had relied on SF Express fell by about 15%. According to the analysis, the disruption cost roughly 1.78 million yuan in sales per hour, and during the outage searches for logistics-related terms on rival JD.com surged by about 23%, suggesting that customers flowed to the competitor's site rather than waiting. The impact was greater for higher-priced goods and for popular products that could be bought from other stores, showing that logistics quality underpins sales and is a source of competitive advantage that prevents customer defection.

JD.com has landed on Zacks.com's list of the most searched stocks, with the current-quarter consensus earnings estimate now at $1.05 per share, up 14.3% over the last 30 days and implying a 101.9% jump from the year-ago quarter. For the current fiscal year, the consensus estimate of $3.34 points to a 31% year-over-year change and has risen 6.7% over the past month, while the next fiscal year's estimate of $3.91 indicates a 16.9% change and has edged up 0.3%. Revenue forecasts call for $46.07 billion in the current quarter, a 9.7% year-over-year change, with $202.54 billion and $213.58 billion expected for the current and next fiscal years, changes of 10.3% and 5.5%. In its last reported quarter, JD.com posted revenues of $51.05 billion, up 2.5% year over year and a surprise of -0.96% versus the Zacks Consensus Estimate of $51.55 billion, while EPS of $0.93 compared with $0.69 a year ago and delivered a surprise of +8.14%. The company beat consensus EPS estimates in each of the trailing four quarters and topped consensus revenue estimates two times over that period, and it carries a Zacks Rank #3 (Hold) along with a Zacks Value Style Score of A.

JD.com's catering brand 7Fresh Kitchen has unveiled its first intelligent food truck, debuting at the China International Fair for Trade in Services (CIFTIS) in Beijing. The AI-powered vehicle, billed as the "Chef Transformer," is equipped with three intelligent cooking robots and a smart coffee machine, enabling fully automated operations from order to robotic stir-frying with no on-site chefs. During CIFTIS, the truck is serving signature Chinese dishes including stir-fried pork with chili, wood-ear mushroom chicken and spicy beef, along with Latte and Pomegranate Tea. Following its CIFTIS premiere, the truck will travel to sports matches, music festivals and expos, and 7Fresh Kitchen is positioning the system as an export-ready intelligent catering solution for global markets, backed by AI-standardized recipes, operational SOPs, full supply chain frameworks and digital systems. A 7Fresh Kitchen manager said the AI-powered food truck delivers safe, efficient, freshly cooked meals for outdoor events and, with its full-package service model, is building a new pathway for Chinese cuisine export to the world.

The Office of Commercial Affairs in Xiamen, China, reported that China's sporting goods market is set to keep growing, with market value reaching 2.49 trillion yuan in 2025, an expansion of 8.73 percent, and expected to rise to 2.70 trillion yuan in 2026. E-commerce is a key engine: data from Moojing Market Intelligence shows that sports product sales through JD.com, Taobao, Tmall and Douyin totaled 449.394 billion yuan in 2025, up 15.89 percent. The outdoor, climbing and camping category recorded sales of 142.372 billion yuan, surging 22.22 percent, while the bicycle and parts category posted sales of 18.431 billion yuan, down 5.56 percent. On foreign trade, China's sports goods exports in 2025 stood at 28.163 billion US dollars, slowing 0.82 percent under pressure from US tariff measures, prompting some brands and manufacturers to shift production bases to Southeast Asia, while Chinese manufacturers must pivot toward European and emerging markets and accelerate building their own brands, led by Anta, Li-Ning, Xtep and 361°. Fujian province serves as the manufacturing hub, especially the cities of Quanzhou and Jinjiang. Fujian's sports industry output in 2025 reached 774.146 billion yuan, accounting for 20.15 percent of the national total. Meanwhile, imports of sports equipment from Thailand under HS Code 9506 in 2025 were worth 35.45 million US dollars, up 4.33 percent from 2024. The Xiamen trade office advises Thai operators to use Fujian as a springboard to build business networks and jointly develop products in OEM/ODM formats through the Tmall, JD.com, Douyin and Xiaohongshu platforms.

Reuters reports that China's e-commerce battlefield is shifting from discount wars to building Instant Retail networks, or immediate delivery retail. This market is expected to reach 1.2 trillion yuan, or about $178 billion, by the end of this year, and is projected to grow at an average annual rate of 12.6% until 2030. After the food delivery subsidy war ended, it changed consumer behavior to expect a wide variety of products within one hour. Chinese tech giants like Meituan, Alibaba, and JD.com are spending billions of dollars to compete for users, but the result is pushing Instant Retail into a new battleground. Data from Analysys shows that in the second quarter, Alibaba's Taobao Instant Commerce held a 45.7% market share, surpassing Meituan's 45.3%, while JD.com stood at 7.7%. This new round of competition focuses on investing in logistics infrastructure, such as dark stores and lightning warehouses, to deliver goods within one hour. Meanwhile, Chinese regulators have fined and seized funds from companies totaling 3.6 billion yuan for violations of food delivery safety requirements.

Michael Burry moved his entire Alibaba Group Holding Ltd. position into rival JD.com Inc. before Alibaba closed a $10.2 billion Hong Kong share offering over the weekend, and the investor is not warming to the deal. Burry wrote on X that he cannot bless share issuances and that Alibaba stock would need to fall by half for him to consider buying back in, according to Bloomberg. Alibaba's American depositary receipts shed 8.6% on Friday, the steepest drop in more than a year, while underwriters set the offering price at an 8.4% discount to where Hong Kong shares had closed that Friday. The transaction priced 710 million shares at HK$112.70 apiece to raise HK$80 billion, setting a record as Hong Kong's largest-ever follow-on offering, with institutional orders of roughly three times the shares on offer. Alibaba said it will direct all net proceeds toward its AI infrastructure, and has pledged to invest more than 380 billion yuan over three years in AI, covering chips, data centers, and large-language model development.

Alibaba launched a share sale worth 80 billion Hong Kong dollars, or 10.2 billion US dollars, yesterday to fund artificial intelligence development, marking the largest follow-on share offering in the Hong Kong stock market and, if completed, the third-largest globally this year after Alphabet and Intel. The company is offering 710 million common shares at 112.70 Hong Kong dollars each, about 3.6 percent below the latest closing price, with Morgan Stanley, HSBC, UBS and CICC acting as underwriters and placing agents. Sources said subscription demand exceeded the shares on offer, prompting Alibaba to increase the deal size, with strong interest from investors including sovereign wealth funds. The company plans to use all net proceeds to invest in AI capabilities spanning chips, infrastructure and AI model deployment, and expects the payback period for AI investment to fall to 2.5 years from 3 years amid rapidly rising demand. Net profit for the April-to-June quarter fell 75 percent from a year earlier after it accelerated AI-related investment. Meanwhile, Michael Burry, the well-known investor and founder of Scion Asset Management, criticised Alibaba shares as overvalued and recently sold the stock from his portfolio while adding to rival JD.com, saying the share price would need to halve before he became interested again, that he disagreed with the new share issuance, and that he expects Alibaba's return on invested capital to keep declining.

Yuanta Securities stated that ALIBABA GROUP HOLDING LIMITED, or DR BABA19, will report earnings on 20 August and expects short-term speculative buying, as JD.Com's results reflect a clear easing of competition in the food delivery industry, which supports profit margins. Meanwhile, Alibaba is also supported by high-growth Cloud business. Bloomberg Consensus expects profit to contract year-on-year because of some remaining impact from price competition, but low market expectations reduce the risk of earnings coming in below forecasts. The company recently reached an agreement to sell its stake in Lingxi Games, a gaming business, and is expected to receive more than 2 billion dollars in cash, which is positive because the money will be invested in expanding existing businesses with greater potential such as AI, Cloud or E-Commerce. The current price trades at only 18 times 2026 PER, and Bloomberg Consensus values the target price at 2.92 baht per DR, implying upside of around 40%.

JD.com delivered a strong bottom-line performance in the second quarter of 2026 despite revenue pressure. Non-GAAP earnings per ADS rose 26.6% year over year to RMB6.29, equivalent to 93 cents, beating the Zacks Consensus Estimate of 86 cents by 8.1%. Revenues declined 2.9% year over year to $51.05 billion, missing the $51.55 billion consensus by 1%. Profitability benefited from higher JD Retail margins, improved marketing efficiency and sharply narrower losses at JD Food Delivery. JD Retail's operating margin reached 4.6%, while the company said Food Delivery losses narrowed more than 50% year over year.

JD.com reported better-than-expected quarterly profit as its food delivery battle with Alibaba and Meituan cooled down amid regulatory curbs. Net income grew to 7.1 billion yuan, or 1.1 billion dollars, during the quarter ended June, beating the 6.5 billion yuan analysts expected on average, while revenue was 346.4 billion yuan, slightly higher than expectations. CEO Sandy Xu said the improvement was primarily driven by solid profitability in the core JD Retail business and continued narrowing of loss at JD Food Delivery. The company has invested heavily in instant delivery, pledging to reach a 30 percent share of the total market by the end of the year, doubling from the beginning of the year, and Chinese authorities have repeatedly warned against overly aggressive competition and launched investigations against major food delivery players including JD.com. JD has also stepped up expansion beyond its home base, rolling out online retail platform Joybuy and delivery service JoyExpress in Europe, and partnering with brands in Hong Kong, while its offer to acquire Germany's Ceconomy AG was hit by an in-depth subsidy probe from the European Commission.

Chinese retail group JD.com has signed a co-operation agreement with US-based Carrier to create a joint omnichannel digital retail ecosystem centred on home comfort products. Carrier's brands, including Toshiba HVAC and Carrier Residential & Light Commercial, will deepen their existing relationship with JD.com by combining the retailer's online commerce infrastructure with its physical store network. The announcement comes as JD.com faces increasing regulatory attention in Europe, with the European Commission issuing a statement of grounds in its in-depth investigation into potential foreign subsidies linked to JD.com's proposed acquisition of German retailer Ceconomy. Late last month, the Conservative Party reportedly urged the UK Government to review JD.com's activities, citing concerns that the company's growth in Britain could threaten high street retailers.

JD.com has partnered with Costco, becoming its exclusive e-commerce partner in China. Through this partnership, JD.com will serve as Costco's sole online sales partner in China. Specific transaction terms and launch timing have not been disclosed.

DeepSeek, a three-year-old Chinese AI startup, has raised $7.4 billion in the largest private AI financing in Chinese history, valuing the company at more than $50 billion. Founder Liang Wenfeng is preparing for a possible initial public offering in 2027 that could bring in billions of dollars in additional funding. The financing gives DeepSeek more resources to develop advanced AI services and offer them globally at prices substantially below those of US competitors such as OpenAI and Anthropic. Artificial Analysis estimated that completing a standardized intelligence task with DeepSeek's V4 Flash model costs about 2 cents, compared with $2.75 using Anthropic's Claude Fable 5 model. Companies are already shifting workloads toward cheaper Chinese models, with Lindy AI moving from Anthropic's Claude Sonnet to DeepSeek and now paying approximately 10% of its previous cost, reportedly saving millions of dollars each year. Chinese open-source providers have accounted for more than 30% of activity on the AI aggregation platform OpenRouter during some weeks this year, compared with less than 2% in 2024. DeepSeek's investor group includes Tencent Holdings and JD.com, which invested billions of yuan through a limited partnership controlled by Liang, accepting five-year lockups and no voting rights, while China's National AI Industry Investment Fund received direct equity, voting rights and the freedom to sell its investment.

JD.com has introduced three digital upgrades to its online departure tax refund service, including fully paperless processing, international bank card binding, and an instant VAT refund option. The service, available through the JD.com app in English and Chinese, allows eligible foreign visitors and travelers from Hong Kong, Macao and Taiwan to shop from more than one million products across nearly 800 sub-categories and receive VAT refunds of up to 9%. Shoppers can now link internationally issued bank cards via JD PAY and choose an instant VAT refund that credits an advance payment directly to the linked card. During the current pilot in Beijing, purchases can be delivered to hotels or other designated addresses with same-day or next-day delivery.

Investor Michael Burry has purchased shares in sports betting giants Flutter Entertainment and DraftKings. On his website, Burry disclosed that he acquired Flutter shares at around 107 dollars and DraftKings shares in the low 26-dollar range, building full-sized positions in both names, with Flutter accounting for roughly 60 percent and DraftKings about 40 percent. He noted that the main threat to both companies is prediction markets exploiting regulatory loopholes to avoid state gambling taxes while being offered nationwide, but expressed the view that they will eventually become subject to regulation and taxation. He also revealed that he added to his position in China's JD.com at 27.58 dollars, and said he expects Hong Kong and Chinese stocks to benefit from the cooling of overheated AI and semiconductor stocks in South Korea and Japan.

Alibaba Group shares rallied 11.2% on Wednesday, their best day in nearly a year, after UBS analyst Kenneth Fong highlighted likely margin-widening revenue growth in the June quarter, including 45% top-line growth from its cloud computing unit. Jefferies analysts added that macro headwinds and soft consumer sentiment are already priced in. Broader gains in Chinese tech stocks like Baidu and JD.com also lifted sentiment, while a U.S. federal judge temporarily blocked the Pentagon from designating Alibaba as a Chinese military company under Section 1260H rules.

Alibaba Group Holding Ltd. saw its Hong Kong-listed shares surge 12%, their strongest move since September, as investors grew more optimistic ahead of earnings and shifted capital into large Chinese internet names that had lagged the market. The rally lifted the Hang Seng Tech Index by 5%, while Tencent Holdings Ltd. and JD.com Inc. advanced nearly 4% each. Market watchers pointed to reports from local media outlet Jiemian that Alibaba told analysts its instant-commerce losses narrowed in the June quarter while overall profitability remained steady, an update seen as important because the costly battle with JD.com and Meituan over food delivery orders had weighed on profits and overshadowed progress in cloud and AI operations. UBS Group AG analysts led by Kenneth Fong said management has shifted toward protecting margins rather than chasing topline growth, suggesting investors may refocus on Alibaba's valuable AI assets, while Jefferies Hong Kong Ltd. analyst Thomas Chong said AliCloud could accelerate year over year and perform better than expected on AI demand, adding to a broader Asia AI rotation into Chinese megacaps after strong gains in South Korean and Taiwanese chipmakers.

Michael Burry, the Scion Asset Management founder known for shorting the housing market before the 2008 crash, has disclosed a long, multi-year bullish bet on Microsoft. He bought December 2028 LEAP call options with a strike price in the low $700s, a position that requires Microsoft shares to nearly double from recent levels around $365 to pay off. Burry called the $350 level a good place to buy and said the longer-dated options were cheap relative to his outlook. The trade escalates an earlier long position he took in April, and it comes as Microsoft has shed more than $1 trillion in market value since its October 2025 peak amid concerns over massive AI-related capital spending. Burry also covered half of his Palantir short, added to JD.com and Adobe, and sold his Alibaba stake for tax-loss reasons.

Hedge fund manager Michael Burry has added to his JD.com position at $24.79 per share, arguing that the recent sell-off in Chinese and Hong Kong stocks is driven by technical capital flows rather than business fundamentals. Burry sold Alibaba for tax-loss purposes and reallocated the proceeds to JD.com, while also watching Meituan and Tencent. JD.com just reported a record quarterly operating profit for its retail segment of 15 billion yuan, with total Q1 revenues of 316 billion yuan and a 16.5% year-over-year surge in retail operating profit. The company’s balance sheet shows $29.3 billion in cash and short-term investments against $9.1 billion in long-term debt, and analysts see potential for the stock to double within three years if it trades at 9 times forward free cash flow.