JD.com's Food-Delivery Entry Likely to Have Manageable Impact on Financials -- Market Talk

Dow Jones

Feb 12, 2025

0825 GMT - JD.com's new entry to the food-delivery business shouldn't affect Meituan's market-leading position among restaurant merchants given the latter's strong conversion rate, Citi analysts write in a note. JD has begun inviting merchants to join its food-delivery app and has waived commission fees for merchants that on-board before May 1, they note. The move reflects JD's efforts to better leverage logistics unit Dada's resources and capacity to improve operating efficiency, and enhances Dada's revenue sources, they say. The incremental cost of getting into the food-delivery business is likely manageable for JD's financials, and the company should remain prudent with incentives, based on its track record, Citi says. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

February 12, 2025 03:25 ET (08:25 GMT)

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JD has begun inviting merchants to join its food-delivery app and has waived commission fees for merchants that on-board before May 1, they note. The move reflects JD's efforts to better leverage logistics unit Dada's resources and capacity to improve operating efficiency, and enhances Dada's revenue sources, they say. The incremental cost of getting into the food-delivery business is likely manageable for JD's financials, and the company should remain prudent with incentives, based on its track record, Citi says. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 03:25 ET (08:25 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's Food-Delivery Entry Likely to Have Manageable Impact on Financials -- 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's Food-Delivery Entry Likely to Have Manageable Impact on Financials -- 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 16:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0825 GMT - JD.com's new entry to the food-delivery business shouldn't affect Meituan's market-leading position among restaurant merchants given the latter's strong conversion rate, Citi analysts write in a note. JD has begun inviting merchants to join its food-delivery app and has waived commission fees for merchants that on-board before May 1, they note. The move reflects JD's efforts to better leverage logistics unit Dada's resources and capacity to improve operating efficiency, and enhances Dada's revenue sources, they say. The incremental cost of getting into the food-delivery business is likely manageable for JD's financials, and the company should remain prudent with incentives, based on its track record, Citi says. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 12, 2025 03:25 ET (08:25 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":"LU1303224171.USD","symbol_name":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2510470053","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2510470053","pubTimestamp":1739348700,"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":"0825 GMT - JD.com's new entry to the food-delivery business shouldn't affect Meituan's market-leading position among restaurant merchants given the latter's strong conversion rate, Citi analysts write in a note. JD has begun inviting merchants to join its food-delivery app and has waived commission fees for merchants that on-board before May 1, they note. The move reflects JD's efforts to better leverage logistics unit Dada's resources and capacity to improve operating efficiency, and enhances Dada's revenue sources, they say. The incremental cost of getting into the food-delivery business is likely manageable for JD's financials, and the company should remain prudent with incentives, based on its track record, Citi says. 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JD has begun inviting merchants to join its food-delivery app and has waived commission fees for merchants that on-board before May 1, they note. The move reflects JD's efforts to better leverage logistics unit Dada's resources and capacity to improve operating efficiency, and enhances Dada's revenue sources, they say. The incremental cost of getting into the food-delivery business is likely manageable for JD's financials, and the company should remain prudent with incentives, based on its track record, Citi says. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 12, 2025 03:25 ET (08:25 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}