It is getting more profit out of retail, even as quick commerce spending tests the limits of that improvement.
Written by T. K. Lin
Published on
14 May 2026
4 mins read
JD.com gave investors the earnings beat they wanted. Whether it gave them the profitability story they need is less clear.
JD.com is pushing same-day delivery and international brands as a way to help it compete with Amazon.
Alibaba posted a a revenue miss in the June quarter even as it showed an acceleration at its cloud computing unit.
Recruitment drive suggests that company urgently needs to strengthen its courier workforce to fight resourceful rivals.
JD.com has been hunting for acquisitions to expand amid weakness in the Chinese economy.
Heavier spending has wiped the tech giant’s profit and pushed cash flow negative, even as AI demand continues to outstrip supply.
Increased spending on supply chains and merchant support also weighed on its 2025 results.
