JD

🛍️ Consumer Cyclical

JD.com, Inc.

US· Internet Retail
Kindred Ideas

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Kindred Research

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2026-02-11
Analysis
Externalby Tech Buzz China (duplicate check) · Substack

China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen

The article analyzes JD.com's new 7Fresh Kitchen model, a supply chain innovation in the food delivery industry. It discusses JD's strategy to compete with Meituan and Alibaba by focusing on high-quality food delivery and leveraging its supply chain capabilities.

2026-02-11
Analysis
Externalby Tech Buzz China · Substack

China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen

JD.com is entering the food delivery market with its own centralized kitchens, 7Fresh Kitchen, to compete with Meituan. This strategy leverages JD's supply chain expertise to offer high-quality, safe, and affordable meals, aiming to capture a niche in the premium food delivery segment. The company's goal is to build a differentiated brand and a new growth vector beyond its core e-commerce business. The success of this initiative depends on JD's ability to scale the model, manage costs effectively, and attract customers in a highly competitive market.

2026-02-11
Analysis
Externalby Tech Buzz China · Substack

China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen

JD.com is entering the food delivery market with its own centralized kitchens, 7Fresh Kitchen, to compete with Meituan. This strategy leverages JD's supply chain expertise to offer high-quality, safe, and affordable meals, aiming to capture a niche in the premium food delivery segment. The company's goal is to build a differentiated brand and a new growth vector beyond its core e-commerce business. The success of this initiative depends on JD's ability to scale the model, manage costs effectively, and attract customers in a highly competitive market.

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