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JD*com Posts Modest Gains on Mixed Q1 2026 Results

May 12, 2026 | NASDAQ: JD

JD*com shares are up 2% today after the Chinese e-commerce and logistics giant reported first-quarter results that show a company investing aggressively in its future at the cost of near-term profitability.

Total net revenues came in at RMB315.7 billion (US$45.8 billion), up 4.9% year-on-year. Growth was uneven beneath the surface — net product revenues rose just 1.0%, dragged by an 8.4% decline in electronics and home appliances, while service revenues were the standout at 20.6% growth.

JD Retail was the quiet hero of the quarter. Operating income grew from RMB12.8 billion to RMB15.0 billion, with operating margin expanding to a record 5.6% from 4.9% a year ago. JD Logistics also impressed, with revenues jumping 29% and operating income surging from RMB145 million to RMB1.0 billion as the division scales its external customer base profitably.

The drag came entirely from New Businesses, which posted an operating loss of RMB10.4 billion versus just RMB1.3 billion a year earlier, driven by heavy investment in JD Food Delivery. Management noted that unit economics per order are improving and sequential losses are narrowing. The company also launched Joybuy, its retail platform now live across six European markets, with its JoyExpress delivery service covering over 40 million people in more than 30 cities.

At the bottom line, net income fell to RMB5.1 billion from RMB10.9 billion a year ago, with operating margin compressing sharply to 1.2% from 3.5%. Despite this, JD repurchased 1.6% of shares outstanding for US$631 million during the quarter, with US$1.4 billion remaining under its buyback program.

The 2% gain feels about right. The core business is healthy and improving, but the bill for new growth initiatives is now clearly visible in the numbers. Investors appear cautiously willing to wait for those bets to pay off.

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WS Investor 05-12-26

JD*com partnered with Zadig & Voltaire to launch a real-time “shop the runway” experience during China Fashion Week.

The collaboration enabled Chinese consumers to purchase the brand’s latest collection instantly via JD*com’s cross-border platform, combining runway presentation with immediate e-commerce access.

The initiative highlights JD*com’s strategy to accelerate global brands’ entry into China through digital retail integration and advanced logistics capabilities.

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Global Finance News 04-09-26

JD*com launches industry-wide alliance to upgrade China’s pet care market

March 26, 2026 — JD*com announced the formation of a major Pet Industry Quality Ecosystem Alliance in partnership with 48 organizations, aiming to elevate standards across China’s rapidly growing pet care sector.

The alliance brings together companies across manufacturing, retail, healthcare, and insurance to improve transparency, product quality, and service standards. Key initiatives include strict food safety guarantees, standardized live pet trading rules, specialized logistics networks, integrated healthcare services, and more transparent insurance solutions.

JD*com said the initiative marks a shift from price-driven competition toward quality-focused growth, addressing rising consumer demand for premium and ethical pet care.

The company added that the alliance will help build a more reliable and high-standard ecosystem, supporting long-term development of China’s multi-billion-dollar pet industry.

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Global Finance News 03-26-26

JD*com reports higher revenue but lower profits in 2025, announces dividend

JD*com reported fourth-quarter revenue of RMB352.3 billion for 2025, up 1.5% year-on-year, while full-year revenue rose 13% to RMB1.31 trillion, reflecting continued user growth and higher shopping frequency on its platform.

Despite the revenue growth, profitability declined. The company posted a net loss of RMB2.7 billion in the fourth quarter compared with a profit a year earlier, while full-year net income fell to RMB19.6 billion from RMB41.4 billion in 2024. JD Retail remained resilient, reporting operating income of RMB51.4 billion for the year with margins improving to 4.6%.

JD*com also announced an annual cash dividend of $1.0 per ADS, equivalent to about $1.4 billion in total payouts. The company said it returned about 10% to shareholders in 2025 through dividends and share buybacks totaling roughly $3.0 billion, and expects continued growth supported by AI integration and expanding businesses such as food delivery and international operations.

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The Investor 03-06-26

AllianzJD has upgraded its “Priority Rescue” travel insurance service, introducing an enhanced global emergency support mechanism for outbound Chinese travelers and inbound visitors.

Under the upgraded service, AllianzJD will advance or guarantee medical expenses upfront in life-threatening situations, removing financial barriers during emergencies. The company leverages Allianz’s global network across more than 200 countries and regions, offering 24/7 multilingual support in over 70 languages and access to 1.9 million service providers.

The service follows a “530 Rapid Response” standard, accepting cases within five minutes, activating rescue within 30 minutes, and engaging native-language teams within one hour. AllianzJD said the upgrade strengthens its borderless protection model as global travel continues to recover.

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The Investor 02-27-26

JD Logistics outlined how its LangzuTech Goods-to-Person (G2P) system is reshaping smart warehousing by shifting fulfillment from fixed capacity to elastic, demand-driven operations.

The LangzuTech Tote Handling System is a fully integrated G2P solution combining tote-handling AGVs, lifting robots, high-density 3D racking, automated inbound and picking stations, and closed-loop tote returns. By utilizing up to 12 meters of clear height, the system significantly increases storage density and reduces unit warehousing costs. Unlike traditional category-zoned warehouses, it supports multi-SKU and multi-category storage within a single tote, improving efficiency for complex, mixed-order fulfillment.

A key feature is its modular, zone-based deployment. Warehouses can roll out automation in phases and scale capacity up or down by adding or redeploying robots and workstations as demand changes. This approach lowers upfront investment, minimizes disruption to live operations, and accelerates return on investment, fundamentally altering the cost structure of fulfillment.

The system has been deployed across apparel, pharmaceuticals, electronics, FMCG, and full-category warehouses. In apparel operations, it has delivered five- to sixfold improvements in inbound shelving efficiency and supported daily outbound peaks exceeding 30,000 orders without expanding warehouse footprint. In pharmaceutical environments, it combines efficiency with compliance, achieving up to four times storage density, 99% picking accuracy, and up to 50% reductions in per-order handling costs, while enabling full traceability and automated monitoring for regulated products.

As part of JD*com’s global logistics expansion, LangzuTech has entered large-scale replication and deployment. With more than 130 overseas, bonded, and direct-mail facilities worldwide, JD Logistics positions the system as a standardized yet flexible automation foundation to support efficient, resilient, and sustainable supply chains across diverse markets.

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WS Investor 01-30-26

JINGDONG Property Expands UK Footprint with Leicester Logistics Acquisition

Leicester, December 22, 2025 — JINGDONG Property announced the acquisition of a Grade-A logistics portfolio near Leicester, strengthening its presence in the United Kingdom’s logistics “Golden Triangle.” The transaction includes two large-scale warehouses totaling more than 231,000 square feet, along with an adjacent greenfield site capable of supporting up to 678,000 square feet of future industrial and logistics development.

The acquisition marks JINGDONG Property’s second investment in the UK, following its entry into the market in 2022 with a warehouse purchase in Milton Keynes. With the Leicester deal, the company’s total UK warehouse footprint will expand to nearly 3.93 million square feet.

Strategically located with direct access to the M1 and M69 motorways, the site provides connectivity to nearly one million people within a 20-kilometer radius and access to 90 percent of the UK population within four hours. The existing warehouses meet high environmental standards, holding BREEAM Excellent and EPC A ratings, and are equipped with EV charging infrastructure and solar-ready rooftops.

JINGDONG Property stated that the new investment reflects its long-term commitment to the UK market and to supporting regional supply chains through modern, sustainable logistics infrastructure.

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Global Finance News 12-26-25

JD Property Expands Southeast Asia Footprint with Singapore Logistics Acquisition

JINGDONG Property, together with EZA Hill Property Management and a major global institutional investor, announced the acquisition of a 1.9 million square foot logistics portfolio in Singapore. The portfolio consists of four modern warehouses located in established logistics hubs, supporting regional supply chains and rising e-commerce fulfillment demand. This transaction follows JINGDONG Property’s acquisition of a similarly sized Grade A logistics portfolio in Singapore in 2023.

The new assets strengthen JINGDONG Property’s presence in Southeast Asia, where it already owns logistics facilities in Singapore, Indonesia, and Vietnam. Company executives said the investment reflects a long-term commitment to Singapore as a regional center for high-quality logistics infrastructure and highlights JD Property’s ability to scale assets in partnership with institutional investors.

EZA Hill noted that the acquisition builds on its ongoing partnership with JINGDONG Property by combining local market expertise with global operating standards to deliver sustainable, high-quality logistics assets.

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European Investor 12-21-25

JD*com grows Q3 revenue 15% as user base tops 700 million, but group margins shrink on heavy investment in new businesses

JD*com reported third-quarter 2025 net revenues of RMB299.1 billion (up 14.9% year-on-year), driven by 10.5% growth in product sales and a 30.8% jump in service revenues, while annual active customers surpassed 700 million in October. JD Retail remained the profit engine, with revenues up 11.4% to RMB250.6 billion and operating income rising to RMB14.8 billion, lifting its operating margin to 5.9% from 5.2%. At group level, however, heavy spending on fulfillment, marketing and R&D for new initiatives such as JD Food Delivery pushed the company to a RMB1.1 billion operating loss and cut non-GAAP operating income to RMB211 million, with non-GAAP EBITDA dropping to RMB2.5 billion and net income attributable to shareholders halving to RMB5.3 billion. Management highlighted accelerating growth in general merchandise and advertising, continued expansion of omni-channel formats like JD MALL, international logistics build-out in the Middle East and Asia-Pacific, and rapid scaling of JD Health’s specialty drug and smart health ecosystems. JD also continued to return capital to investors, repurchasing about 2.8% of its outstanding shares for US$1.5 billion under its US$5 billion buyback program, leaving US$3.5 billion in remaining authorization through 2027.

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European Investor 11-13-25

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