JD.com Unlikely to Gain Meaningful Food-Delivery Market Share From Leading Players -- Market Talk

Dow Jones

Feb 12

0858 GMT - JD.com's ability to gain meaningful food-delivery market share from Meituan and Alibaba's Ele.me is in doubt, DBS says in a research note. The Chinese e-commerce company officially launched its food-delivery service on Tuesday after months of small-scale operations, and restaurants that register with JD Takeaway before May 1 will be exempt from commissions for the year. By contrast, Meituan charges merchants a 7% fee. However, DBS thinks "the strong customer moat of the leading players" would make it difficult for JD to gain market share despite its low take rate and some logistics synergies between its instant-delivery and food-delivery businesses. This new business could only have an around 5% impact on the company's earnings during this testing phase in 2025, DBS adds. JD.com shares ended at HK$156.10. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 12, 2025 03:58 ET (08:58 GMT)

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The Chinese e-commerce company officially launched its food-delivery service on Tuesday after months of small-scale operations, and restaurants that register with JD Takeaway before May 1 will be exempt from commissions for the year. By contrast, Meituan charges merchants a 7% fee. However, DBS thinks \"the strong customer moat of the leading players\" would make it difficult for JD to gain market share despite its low take rate and some logistics synergies between its instant-delivery and food-delivery businesses. This new business could only have an around 5% impact on the company's earnings during this testing phase in 2025, DBS adds. JD.com shares ended at HK$156.10. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 03:58 ET (08:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com Unlikely to Gain Meaningful Food-Delivery Market Share From Leading Players -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD.com Unlikely to Gain Meaningful Food-Delivery Market Share From Leading Players -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-02-12 16:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0858 GMT - JD.com's ability to gain meaningful food-delivery market share from Meituan and Alibaba's Ele.me is in doubt, DBS says in a research note. The Chinese e-commerce company officially launched its food-delivery service on Tuesday after months of small-scale operations, and restaurants that register with JD Takeaway before May 1 will be exempt from commissions for the year. By contrast, Meituan charges merchants a 7% fee. However, DBS thinks \"the strong customer moat of the leading players\" would make it difficult for JD to gain market share despite its low take rate and some logistics synergies between its instant-delivery and food-delivery businesses. This new business could only have an around 5% impact on the company's earnings during this testing phase in 2025, DBS adds. JD.com shares ended at HK$156.10. (sherry.qin@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 03:58 ET (08:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0163747925.USD","symbol_name":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2510328150","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510328150","pubTimestamp":1739350680,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0858 GMT - JD.com's ability to gain meaningful food-delivery market share from Meituan and Alibaba's Ele.me is in doubt, DBS says in a research note. The Chinese e-commerce company officially launched its food-delivery service on Tuesday after months of small-scale operations, and restaurants that register with JD Takeaway before May 1 will be exempt from commissions for the year. By contrast, Meituan charges merchants a 7% fee. However, DBS thinks \"the strong customer moat of the leading players\" would make it difficult for JD to gain market share despite its low take rate and some logistics synergies between its instant-delivery and food-delivery businesses. This new business could only have an around 5% impact on the company's earnings during this testing phase in 2025, DBS adds. JD.com shares ended at HK$156.10. 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The Chinese e-commerce company officially launched its food-delivery service on Tuesday after months of small-scale operations, and restaurants that register with JD Takeaway before May 1 will be exempt from commissions for the year. By contrast, Meituan charges merchants a 7% fee. However, DBS thinks \"the strong customer moat of the leading players\" would make it difficult for JD to gain market share despite its low take rate and some logistics synergies between its instant-delivery and food-delivery businesses. This new business could only have an around 5% impact on the company's earnings during this testing phase in 2025, DBS adds. JD.com shares ended at HK$156.10. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2025 03:58 ET (08:58 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}