New Street Research - JD.com Inc. Sponsored ADR Class A (JD) ... JD 2Q23 Preview: Upside in JD Retail Revs

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New Street Research

Jin Yoon

JD 2Q23 Preview: Upside in JD Retail Revs

What’s New: JD Retail revenues could come in better than anticipated amid improving demand environment. JD Retail margins could remain stable YoY as the incremental investments around subsidies and promotions could be offset by better 3P mix and the ongoing business adjustments. In this note, we highlight the latest updates on the business.

Analysts:
Jin Yoon

14/07/2023 1 EN

Underlyings

JD.com Inc. Sponsored ADR Class A

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US47215P1066 NASDAQ Stock Market United States

JD.com Inc

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New Street Research

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Analysts

Jin Yoon

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JD 2Q23 Preview: Upside in JD Retail Revs

China Internet: 618 Festival – Evolving consumer trends and continued focus on value for money.

China Internet: JD’s new initiative in on-demand delivery is reshaping FD market dynamics.

JD.com to Hold Annual General Meeting on June 20, 2025

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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