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JD.com reported its second-quarter 2025 earnings, revealing that JD Retail, its core growth engine, accounted for nearly 87% of total revenue, with segment sales rising 21% year-over-year to RMB 310.1 billion (approximately $43.3 billion). The company is leveraging a vertically integrated, supply chain-driven model to enhance product authenticity and customer loyalty as the Chinese e-commerce market adapts to a focus on efficiency and value.
Looking ahead, the Zacks Consensus Estimate anticipates third-quarter 2025 revenues of $41.21 billion, reflecting an 11.06% year-over-year increase, while full-year 2025 revenues are projected at $183.33 billion, indicating a 14.04% growth. JD.com’s valuation currently stands at a forward price-to-earnings ratio of 10.32, significantly lower than the industry average of 24.21.
Despite these positive indicators, JD.com faces fierce competition from PDD Holdings and Alibaba, both of which are pursuing different strategies to capture market share. However, JD’s emphasis on logistics control and reliability in service positions it advantageously for continued profitability in the challenging landscape of China’s e-commerce sector.
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