← MercadoLibre overview

MercadoLibre vs Jd Com: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

MercadoLibre Inc. (MELI)

Q3 2026
▲2▼2

MELI Q3: Strong Growth, Profit Squeeze, Legal Cloud

  • Revenue Growth Accelerates Q2 revenue jumped 50% to $10.2 billion, the fastest in four years, as Brazil free shipping lifted items sold 56% and Mercado Pago grew to 88 million users.

    Shows the core business is expanding rapidly, a key positive driver for the stock.

  • Analysts Stay Bullish BofA maintained a Buy rating and Scotiabank set a $2,800 target, while AI and advertising became profit drivers, with ad revenue up 62%.

    Highlights external confidence and new profit sources that support the stock.

  • Profit Pressured by Credit Losses Profit fell 20% as credit-loss provisions doubled to $1.24 billion; operating margin narrowed to 6.7% from 12.2%, and first-half net income dropped 13%.

    Directly explains the earnings decline that weighs on the stock price.

  • Securities Investigation Adds Uncertainty A securities investigation adds legal uncertainty, compounding pressure on the stock as the company trades near-term profitability for scale.

    Introduces a new legal risk that could affect investor sentiment and valuation.

September 2026
▲3▼1

MELI spends heavily on growth, shipping, credit and AI as profit margins shrink

  • Profit margins squeezed by growth spending Operating income fell to $683 million from $825 million and margin narrowed to 6.7% from 12.2%, with first-half net income down 13% even as revenue jumped 50%. The company is deliberately trading near-term profit for scale, which pressures the stock.

    This is the main counterweight explaining why the stock sits well below its high despite strong growth.

  • Free shipping and buyer growth fuel Brazil Lowering the free-shipping threshold in Brazil lifted items sold 56% and FX-neutral GMV 39%, with items per buyer up 19% and more shoppers buying across categories. Stronger engagement supports future revenue and keeps MELI ahead of Amazon and Sea Limited.

    It shows the demand engine behind the growth that justifies the spending.

  • Mercado Pago fintech and credit surge Mercado Pago's monthly users rose 30% to 88 million, payment volume jumped 56% to $101 billion, and the credit book grew 75% to $16.4 billion with low bad-loan levels. This adds a fast-growing profit source beyond retail.

    Fintech is a major second growth engine that supports the bull case.

  • AI and advertising become real profit drivers AI spending of about $80 million drove 110% more code submissions and lower development costs, while advertising revenue jumped 62% and topped 10% of Latin America's digital ad market. These higher-margin businesses improve future profitability.

    It shows new, higher-margin revenue streams that can offset the profit drag from shipping and credit.

Latest
▲3▼1

MELI spends heavily on growth, shipping, credit and AI as profit margins shrink

  • Profit margins squeezed by growth spending Operating income fell to $683 million from $825 million and margin narrowed to 6.7% from 12.2%, with first-half net income down 13% even as revenue jumped 50%. The company is deliberately trading near-term profit for scale, which pressures the stock.

    This is the main counterweight explaining why the stock sits well below its high despite strong growth.

  • Free shipping and buyer growth fuel Brazil Lowering the free-shipping threshold in Brazil lifted items sold 56% and FX-neutral GMV 39%, with items per buyer up 19% and more shoppers buying across categories. Stronger engagement supports future revenue and keeps MELI ahead of Amazon and Sea Limited.

    It shows the demand engine behind the growth that justifies the spending.

  • Mercado Pago fintech and credit surge Mercado Pago's monthly users rose 30% to 88 million, payment volume jumped 56% to $101 billion, and the credit book grew 75% to $16.4 billion with low bad-loan levels. This adds a fast-growing profit source beyond retail.

    Fintech is a major second growth engine that supports the bull case.

  • AI and advertising become real profit drivers AI spending of about $80 million drove 110% more code submissions and lower development costs, while advertising revenue jumped 62% and topped 10% of Latin America's digital ad market. These higher-margin businesses improve future profitability.

    It shows new, higher-margin revenue streams that can offset the profit drag from shipping and credit.

July 2026
▲2▼2

MELI Q2 revenue surges 50% but margins and legal probe weigh

  • Q2 revenue accelerates 50% MercadoLibre's second-quarter revenue jumped 50% to $10.2 billion, the fastest growth in four years, as both commerce and fintech businesses sped up. This shows the company is still winning customers and expanding rapidly.

    This is the main new positive development for the period, showing strong top-line momentum.

  • Analysts see big upside BofA kept a Buy rating, noting the credit card portfolio doubled to $6.6 billion and should break even by 2028. Scotiabank set a $2,800 target, implying 55% upside, and sees revenue hitting $50 billion by 2027.

    Analyst upgrades and price targets are new and can influence investor sentiment and the stock price.

  • Profit falls 20% on credit losses Operating margin dropped to 6.7% and profit fell 20% as credit loss provisions doubled to $1.24 billion. Longer loan terms and riskier borrowers are squeezing earnings, making investors cautious about future profitability.

    This is a key negative factor that directly pressures the stock and reflects ongoing margin challenges.

  • Securities investigation adds uncertainty Law firm Kirby McInerney is investigating possible securities law violations at MercadoLibre. While details are scarce, the probe creates legal uncertainty that could weigh on the stock and distract management.

    This is a new legal risk that could affect investor confidence and the stock price.

▲3▼1

MELI Q2 Revenue Tops $10B, But Margin Squeeze Persists

  • Q2 Revenue Surges Past $10 Billion MercadoLibre's Q2 2026 net revenue jumped 50% to $10.2 billion, the fastest growth in four years, with strong gains in commerce and fintech. This shows the core business is accelerating, which supports a higher stock price as investors gain confidence in future earnings.

    This is the period's biggest new positive event, directly driving revenue expectations and investor sentiment.

  • Fulfillment Network Widens Competitive Moat MercadoLibre's logistics network now handles 55% of shipments, with same- and next-day deliveries up 39% and shipping costs in Brazil down 17%. This efficiency strengthens its edge over rivals and supports long-term profitability, which can lift the stock.

    It highlights a structural advantage that improves cost and customer experience, key for future margins.

  • Analyst Sees 55% Upside Despite Margin Drop Scotiabank maintained a Sector Outperform rating and a Street-high $2,800 price target, implying 55% upside. Most analysts still rate the stock a Buy, arguing the margin decline is a deliberate investment cycle that will reverse, which can boost investor confidence.

    Analyst optimism provides a counterweight to margin fears and signals potential upside.

  • Margin Compression and Credit Provisions Weigh Operating margin fell to 6.7% and profit dropped 20% as credit loss provisions doubled to $1.24 billion. The company extended loan terms and entered riskier segments, raising concerns about credit quality and near-term profitability, which pressures the stock.

    This is the main negative force, explaining why the stock remains under pressure despite strong revenue.

▲2▼1

MELI: Growth Strong but Margin and Legal Worries Weigh

  • BofA Backs Credit Card Growth Bank of America reaffirmed its Buy rating, noting the credit card portfolio doubled to $6.6 billion and should break even by 2028. This reassures investors that heavy credit spending will eventually pay off, supporting the stock.

    This analyst call directly addresses the credit-loss concern that has pressured MELI, offering a positive counterweight.

  • Securities Law Investigation Law firm Kirby McInerney is investigating MercadoLibre for possible securities law violations tied to its Q1 2026 disclosures on longer loan terms. No lawsuit yet, but the probe adds legal uncertainty and could keep investors cautious.

    This is a new legal risk that could weigh on the stock and is not in earlier reports.

  • Revenue on Track for $50B MELI is on pace to hit $50 billion in revenue by 2027, with Q1 revenue up 49% and Brazil active buyers up 32% after lowering free shipping thresholds. Strong demand and a low price-to-sales ratio make the growth story compelling.

    This highlights the strong demand and growth trajectory that underpin the bull case for MELI.

Q2 2026
▼3▲1

MELI: Brazil growth strong, but heavy spending and credit losses squeeze profits

  • First-party expansion squeezes margins MercadoLibre's push into selling its own inventory (first-party) grew 69% and cut gross margin by 300 basis points. This strategy wins market share but requires costly warehouses and logistics, delaying profit recovery and pressuring the stock.

    This is a core new reason for margin pressure and directly explains why profits are falling despite sales growth.

  • Credit losses surge as loan book grows Bad-loan provisions jumped to over $1.24 billion from $603 million a year earlier, as the credit portfolio grew 87%. Rising defaults could keep eating into earnings, making investors cautious about future profit targets.

    This is a major new negative force behind the profit miss and estimate cuts, not just old news.

  • Wall Street slashes profit estimates After a third profit miss in four quarters, analysts cut 2026 profit estimates by 28% and 2027 by 25%. Lower expectations weigh on the stock, though some see the 42x earnings multiple as a buying opportunity if margin pressure proves temporary.

    This shows the market's reaction to weak profits and is a key driver of the stock's decline.

  • Brazil growth accelerates with better logistics In Brazil, FX-neutral GMV rose 38% and items sold jumped 56%, while unit shipping costs fell 17%. Strong demand and efficiency gains could improve profitability and free up cash for reinvestment, offering a counterweight to margin worries.

    This is a new positive operational update that shows the core business is still growing strongly and becoming more efficient.

June 2026
▼3▲1

MELI: Brazil growth strong, but heavy spending and credit losses squeeze profits

  • First-party expansion squeezes margins MercadoLibre's push into selling its own inventory (first-party) grew 69% and cut gross margin by 300 basis points. This strategy wins market share but requires costly warehouses and logistics, delaying profit recovery and pressuring the stock.

    This is a core new reason for margin pressure and directly explains why profits are falling despite sales growth.

  • Credit losses surge as loan book grows Bad-loan provisions jumped to over $1.24 billion from $603 million a year earlier, as the credit portfolio grew 87%. Rising defaults could keep eating into earnings, making investors cautious about future profit targets.

    This is a major new negative force behind the profit miss and estimate cuts, not just old news.

  • Wall Street slashes profit estimates After a third profit miss in four quarters, analysts cut 2026 profit estimates by 28% and 2027 by 25%. Lower expectations weigh on the stock, though some see the 42x earnings multiple as a buying opportunity if margin pressure proves temporary.

    This shows the market's reaction to weak profits and is a key driver of the stock's decline.

  • Brazil growth accelerates with better logistics In Brazil, FX-neutral GMV rose 38% and items sold jumped 56%, while unit shipping costs fell 17%. Strong demand and efficiency gains could improve profitability and free up cash for reinvestment, offering a counterweight to margin worries.

    This is a new positive operational update that shows the core business is still growing strongly and becoming more efficient.

▼3▲1

MELI: Brazil growth strong, but heavy spending and credit losses squeeze profits

  • First-party expansion squeezes margins MercadoLibre's push into selling its own inventory (first-party) grew 69% and cut gross margin by 300 basis points. This strategy wins market share but requires costly warehouses and logistics, delaying profit recovery and pressuring the stock.

    This is a core new reason for margin pressure and directly explains why profits are falling despite sales growth.

  • Credit losses surge as loan book grows Bad-loan provisions jumped to over $1.24 billion from $603 million a year earlier, as the credit portfolio grew 87%. Rising defaults could keep eating into earnings, making investors cautious about future profit targets.

    This is a major new negative force behind the profit miss and estimate cuts, not just old news.

  • Wall Street slashes profit estimates After a third profit miss in four quarters, analysts cut 2026 profit estimates by 28% and 2027 by 25%. Lower expectations weigh on the stock, though some see the 42x earnings multiple as a buying opportunity if margin pressure proves temporary.

    This shows the market's reaction to weak profits and is a key driver of the stock's decline.

  • Brazil growth accelerates with better logistics In Brazil, FX-neutral GMV rose 38% and items sold jumped 56%, while unit shipping costs fell 17%. Strong demand and efficiency gains could improve profitability and free up cash for reinvestment, offering a counterweight to margin worries.

    This is a new positive operational update that shows the core business is still growing strongly and becoming more efficient.

Jd Com Inc (9618.HK)

Q3 2026
▼3▲1

JD's first revenue drop, EU probe, and new regulations weigh on Q3

  • First-ever revenue decline JD posted its first-ever quarterly revenue decline, down 2.9% year over year, as weak consumer spending and intensifying competition hurt sales. This signals a fundamental challenge to growth and weighed on the share price.

    This is a new negative development that directly explains the stock's pressure.

  • EU probe into Ceconomy takeover The EU opened a formal probe into JD's €2.2 billion Ceconomy takeover, and China retaliated by discouraging cooperation. This threatens the deal and adds regulatory uncertainty, hurting international expansion prospects.

    This is a new regulatory risk that emerged in Q3 and affects JD's growth outlook.

  • Broader e-commerce regulations proposed Beijing proposed broader e-commerce regulations, raising compliance costs for JD. This adds to the regulatory burden and could squeeze margins, contributing to negative sentiment.

    This is a new regulatory development in Q3 that impacts JD's cost structure.

  • Costco exclusive partnership JD became Costco's exclusive China e-commerce partner, enhancing its product offerings and potentially driving customer traffic. This strategic win supports long-term growth despite near-term pressures.

    This is a new positive development that could offset some negative factors.

July 2026
▼4

JD's first revenue drop, new China e-commerce rules, and EU takeover fight

  • First-ever quarterly revenue decline JD posted its first year-on-year revenue drop since listing, showing Chinese shoppers are spending less and competition is biting. Even though profit improved, falling sales make investors worry about future growth, which weighs on the share price.

    This is the core new fundamental negative for the period and directly explains why the stock is under pressure.

  • China proposes broader e-commerce law Beijing proposed expanding its e-commerce law to cover more digital businesses and tighten platform oversight. More rules can mean higher compliance costs and slower growth for JD, though the draft also supports overseas expansion, so the effect is a mild negative.

    New regulation is a key force shaping JD's operating environment and investor risk perception.

  • EU takeover fight escalates China told its companies not to cooperate with the EU's probe into JD's Ceconomy bid, and JD offered concessions to try to resolve it. The clash adds uncertainty to JD's European expansion and could delay or kill the deal, hurting sentiment.

    This is the main new regulatory conflict affecting JD's international growth plans.

  • Investor probe over false advertising A US law firm launched an investor investigation after China's market regulator summoned JD over alleged false advertising during the '618' shopping festival. This raises legal and governance concerns, which can make investors more cautious and pressure the stock.

    New legal and governance risk is a fresh negative driver for the period.

Latest
▼4

JD's first revenue drop, new China e-commerce rules, and EU takeover fight

  • First-ever quarterly revenue decline JD posted its first year-on-year revenue drop since listing, showing Chinese shoppers are spending less and competition is biting. Even though profit improved, falling sales make investors worry about future growth, which weighs on the share price.

    This is the core new fundamental negative for the period and directly explains why the stock is under pressure.

  • China proposes broader e-commerce law Beijing proposed expanding its e-commerce law to cover more digital businesses and tighten platform oversight. More rules can mean higher compliance costs and slower growth for JD, though the draft also supports overseas expansion, so the effect is a mild negative.

    New regulation is a key force shaping JD's operating environment and investor risk perception.

  • EU takeover fight escalates China told its companies not to cooperate with the EU's probe into JD's Ceconomy bid, and JD offered concessions to try to resolve it. The clash adds uncertainty to JD's European expansion and could delay or kill the deal, hurting sentiment.

    This is the main new regulatory conflict affecting JD's international growth plans.

  • Investor probe over false advertising A US law firm launched an investor investigation after China's market regulator summoned JD over alleged false advertising during the '618' shopping festival. This raises legal and governance concerns, which can make investors more cautious and pressure the stock.

    New legal and governance risk is a fresh negative driver for the period.

August 2026
▲2▼2

JD's profit beat and Costco deal offset by EU probe and falling sales

  • Costco exclusive China e-commerce partnership JD.com became Costco's exclusive online sales partner in China, adding a major global brand to its platform. This should attract more shoppers and strengthen JD's retail demand, supporting its share price over time.

    New partnership directly boosts JD's platform appeal and future sales.

  • EU opens formal probe into Ceconomy takeover The European Commission opened a formal investigation into JD's €2.2 billion bid for German retailer Ceconomy under foreign subsidy rules. This adds regulatory uncertainty to JD's European expansion and could delay or block the deal, weighing on sentiment.

    New regulatory hurdle creates real risk to JD's overseas growth plans.

  • Q2 profit beat as food delivery losses narrow JD swung to an operating profit of RMB4.5 billion and net income rose to RMB7.1 billion, beating estimates. The food delivery battle cooled and losses narrowed, while core retail margin improved. This shows better profitability and supports the stock.

    New earnings show profit recovery, a key positive driver for the stock.

  • Revenue decline overshadows profit beat Net revenue fell 2.9% year over year to RMB346.4 billion, highlighting weak consumer spending and competition. Shares dropped about 4% premarket despite the profit beat, as investors focused on the sales decline.

    New revenue miss shows growth pressure that can cap stock gains.

▲2▼2

JD's profit beat and Costco deal offset by EU probe and falling sales

  • Costco exclusive China e-commerce partnership JD.com became Costco's exclusive online sales partner in China, adding a major global brand to its platform. This should attract more shoppers and strengthen JD's retail demand, supporting its share price over time.

    New partnership directly boosts JD's platform appeal and future sales.

  • EU opens formal probe into Ceconomy takeover The European Commission opened a formal investigation into JD's €2.2 billion bid for German retailer Ceconomy under foreign subsidy rules. This adds regulatory uncertainty to JD's European expansion and could delay or block the deal, weighing on sentiment.

    New regulatory hurdle creates real risk to JD's overseas growth plans.

  • Q2 profit beat as food delivery losses narrow JD swung to an operating profit of RMB4.5 billion and net income rose to RMB7.1 billion, beating estimates. The food delivery battle cooled and losses narrowed, while core retail margin improved. This shows better profitability and supports the stock.

    New earnings show profit recovery, a key positive driver for the stock.

  • Revenue decline overshadows profit beat Net revenue fell 2.9% year over year to RMB346.4 billion, highlighting weak consumer spending and competition. Shares dropped about 4% premarket despite the profit beat, as investors focused on the sales decline.

    New revenue miss shows growth pressure that can cap stock gains.

Q2 2026
▼5▲2

JD faces regulatory headwinds, slow China sales, but Burry bets big

  • China food delivery subsidy rules hit JD China's market regulator issued draft rules banning large, capital-driven subsidies in food delivery. JD.com fell 2.3% as the rules restrict subsidy-driven competition, potentially hurting its food delivery operations and forcing it to compete more on service than price.

    New regulation directly affects JD's food delivery business and competitive strategy.

  • Mastercard partnership boosts payments and AI Mastercard and JD.com announced a strategic partnership for cross-border payments, fraud prevention, and agentic AI-powered purchasing. This enhances JD's payment infrastructure, expands international business, and could improve checkout experiences, supporting long-term growth.

    New partnership strengthens JD's technology and international expansion, a positive driver.

  • Alibaba's $1.5B Pupu bid intensifies grocery competition Alibaba launched a $1.5 billion bid for grocery delivery firm Pupu, escalating competition in quick commerce. This pressures JD.com in the grocery delivery space, where heavy investment and low margins could weigh on profitability.

    New competitive move by Alibaba directly impacts JD's grocery delivery ambitions.

  • 618 sales growth slows sharply to 4% China's 618 shopping festival sales grew only 4% year-on-year, down from 15.2% last year, indicating weak consumer spending. As a major platform, JD.com is affected by the broader e-commerce slowdown, which could pressure revenue growth.

    New data shows weakening demand in China's key shopping event, directly impacting JD's sales.

  • Michael Burry doubles down on JD.com Michael Burry added to his JD.com position, citing strong fundamentals and record quarterly operating profit. He sold Alibaba to fund the purchase, calling the sell-off technical. This high-profile bet could boost investor confidence and attract capital.

    New high-profile investment signals confidence in JD's fundamentals, potentially lifting sentiment.

  • UK political pressure on JD's expansion UK shadow minister Alicia Kearns urged an investigation into JD.com's UK expansion over alleged Chinese state subsidies, following an EU probe. This regulatory risk could hinder JD's international growth and acquisitions, adding uncertainty.

    New regulatory scrutiny in the UK poses a risk to JD's overseas expansion plans.

  • EU imposes €3 customs fee on low-value imports The EU started charging a €3 customs fee on low-value e-commerce imports from outside the bloc. This raises costs for JD's cross-border sales to the EU, potentially reducing demand and squeezing margins on low-priced goods.

    New EU regulation directly increases costs for JD's cross-border e-commerce into Europe.

June 2026
▼5▲2

JD faces regulatory headwinds, slow China sales, but Burry bets big

  • China food delivery subsidy rules hit JD China's market regulator issued draft rules banning large, capital-driven subsidies in food delivery. JD.com fell 2.3% as the rules restrict subsidy-driven competition, potentially hurting its food delivery operations and forcing it to compete more on service than price.

    New regulation directly affects JD's food delivery business and competitive strategy.

  • Mastercard partnership boosts payments and AI Mastercard and JD.com announced a strategic partnership for cross-border payments, fraud prevention, and agentic AI-powered purchasing. This enhances JD's payment infrastructure, expands international business, and could improve checkout experiences, supporting long-term growth.

    New partnership strengthens JD's technology and international expansion, a positive driver.

  • Alibaba's $1.5B Pupu bid intensifies grocery competition Alibaba launched a $1.5 billion bid for grocery delivery firm Pupu, escalating competition in quick commerce. This pressures JD.com in the grocery delivery space, where heavy investment and low margins could weigh on profitability.

    New competitive move by Alibaba directly impacts JD's grocery delivery ambitions.

  • 618 sales growth slows sharply to 4% China's 618 shopping festival sales grew only 4% year-on-year, down from 15.2% last year, indicating weak consumer spending. As a major platform, JD.com is affected by the broader e-commerce slowdown, which could pressure revenue growth.

    New data shows weakening demand in China's key shopping event, directly impacting JD's sales.

  • Michael Burry doubles down on JD.com Michael Burry added to his JD.com position, citing strong fundamentals and record quarterly operating profit. He sold Alibaba to fund the purchase, calling the sell-off technical. This high-profile bet could boost investor confidence and attract capital.

    New high-profile investment signals confidence in JD's fundamentals, potentially lifting sentiment.

  • UK political pressure on JD's expansion UK shadow minister Alicia Kearns urged an investigation into JD.com's UK expansion over alleged Chinese state subsidies, following an EU probe. This regulatory risk could hinder JD's international growth and acquisitions, adding uncertainty.

    New regulatory scrutiny in the UK poses a risk to JD's overseas expansion plans.

  • EU imposes €3 customs fee on low-value imports The EU started charging a €3 customs fee on low-value e-commerce imports from outside the bloc. This raises costs for JD's cross-border sales to the EU, potentially reducing demand and squeezing margins on low-priced goods.

    New EU regulation directly increases costs for JD's cross-border e-commerce into Europe.

▼5▲2

JD faces regulatory headwinds, slow China sales, but Burry bets big

  • China food delivery subsidy rules hit JD China's market regulator issued draft rules banning large, capital-driven subsidies in food delivery. JD.com fell 2.3% as the rules restrict subsidy-driven competition, potentially hurting its food delivery operations and forcing it to compete more on service than price.

    New regulation directly affects JD's food delivery business and competitive strategy.

  • Mastercard partnership boosts payments and AI Mastercard and JD.com announced a strategic partnership for cross-border payments, fraud prevention, and agentic AI-powered purchasing. This enhances JD's payment infrastructure, expands international business, and could improve checkout experiences, supporting long-term growth.

    New partnership strengthens JD's technology and international expansion, a positive driver.

  • Alibaba's $1.5B Pupu bid intensifies grocery competition Alibaba launched a $1.5 billion bid for grocery delivery firm Pupu, escalating competition in quick commerce. This pressures JD.com in the grocery delivery space, where heavy investment and low margins could weigh on profitability.

    New competitive move by Alibaba directly impacts JD's grocery delivery ambitions.

  • 618 sales growth slows sharply to 4% China's 618 shopping festival sales grew only 4% year-on-year, down from 15.2% last year, indicating weak consumer spending. As a major platform, JD.com is affected by the broader e-commerce slowdown, which could pressure revenue growth.

    New data shows weakening demand in China's key shopping event, directly impacting JD's sales.

  • Michael Burry doubles down on JD.com Michael Burry added to his JD.com position, citing strong fundamentals and record quarterly operating profit. He sold Alibaba to fund the purchase, calling the sell-off technical. This high-profile bet could boost investor confidence and attract capital.

    New high-profile investment signals confidence in JD's fundamentals, potentially lifting sentiment.

  • UK political pressure on JD's expansion UK shadow minister Alicia Kearns urged an investigation into JD.com's UK expansion over alleged Chinese state subsidies, following an EU probe. This regulatory risk could hinder JD's international growth and acquisitions, adding uncertainty.

    New regulatory scrutiny in the UK poses a risk to JD's overseas expansion plans.

  • EU imposes €3 customs fee on low-value imports The EU started charging a €3 customs fee on low-value e-commerce imports from outside the bloc. This raises costs for JD's cross-border sales to the EU, potentially reducing demand and squeezing margins on low-priced goods.

    New EU regulation directly increases costs for JD's cross-border e-commerce into Europe.

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