Daily Ideas·Analysis·JD·2026年2月11日

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

Tech Buzz China
Substack

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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