Annonce • Apr 28
JD.com, Inc. to Report Q1, 2026 Results on May 12, 2026 JD.com, Inc. announced that they will report Q1, 2026 results Pre-Market on May 12, 2026 Reported Earnings • Apr 17
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: CN¥13.79 (down from CN¥27.67 in FY 2024). Revenue: CN¥1.31t (up 13% from FY 2024). Net income: CN¥19.6b (down 53% from FY 2024). Profit margin: 1.5% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Upcoming Dividend • Apr 02
Upcoming dividend of US$0.98 per share Eligible shareholders must have bought the stock before 09 April 2026. Payment date: 29 April 2026. Payout ratio is a comfortable 51% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.4%). Declared Dividend • Mar 16
Dividend of US$0.98 announced Shareholders will receive a dividend of US$0.98. Ex-date: 9th April 2026 Payment date: 29th April 2026 Dividend yield will be 3.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 94% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 06
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: CN¥13.79 (down from CN¥27.67 in FY 2024). Revenue: CN¥1.31t (up 13% from FY 2024). Net income: CN¥19.6b (down 53% from FY 2024). Profit margin: 1.5% (down from 3.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Annonce • Mar 05
JD.com, Inc. Announces Dividend for the Year Ended December 31, 2025, Payable on April 23, 2026 JD.com, Inc. announced Dividend of USD 0.5 per share for the Year Ended December 31, 2025. Ex-dividend date 08 April 2026, Record date: 09 April 2026. Payment date:23 April 2026. Annonce • Feb 20
JD.com, Inc. to Report Q4, 2025 Results on Mar 05, 2026 JD.com, Inc. announced that they will report Q4, 2025 results Pre-Market on Mar 05, 2026 Recent Insider Transactions Derivative • Jan 11
CEO & Executive Director notifies of intention to sell stock Ran Xu intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$29.09, it would amount to US$407k. As of today, Ran currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months. Recent Insider Transactions Derivative • Jan 08
CEO & Executive Director notifies of intention to sell stock Ran Xu intends to sell 14k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$29.09, it would amount to US$407k. As of today, Ran currently holds no shares directly (This sale likely refers to shares that have not yet been received). There have been no trades via on-market transactions or options from company insiders in the last 12 months. Reported Earnings • Nov 14
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: CN¥3.72 (down from CN¥8.05 in 3Q 2024). Revenue: CN¥299.1b (up 15% from 3Q 2024). Net income: CN¥5.28b (down 55% from 3Q 2024). Profit margin: 1.8% (down from 4.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 159%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Annonce • Oct 30
JD.com, Inc. to Report Q3, 2025 Results on Nov 13, 2025 JD.com, Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 13, 2025 Annonce • Sep 16
Sainsbury’s Ends Talks to Sell Argos to China’s JD.com J Sainsbury plc (LSE:SBRY) has ended its talks to sell Argos (Argos Limited) to JD.com, Inc. (NasdaqGS:JD). On 14 September 2025, the supermarket giant confirmed it had “terminated” discussions over a potential sale. It said talks had collapsed as JD.com’s terms and commitments are “not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders”. It comes just 24 hours after announcing it was seeking a deal that could “accelerate Argos’ transformation”. In a statement on 14 September 2025, Sainsbury’s said: “Following the media speculation on 13 September 2025 regarding discussions between J Sainsbury plc (Sainsbury’s) and JD.com Inc. (JD.com) about a potential sale of Home Retail Group Limited (Argos), JD.com has communicated that it would now only be prepared to engage on a materially revised set of terms and commitments which are not in the best interests of Sainsbury’s shareholders, colleagues and broader stakeholders. “Accordingly, Sainsbury’s confirmed that it has now terminated discussions with JD.com.” Asked whether Argos is still up for sale, a Sainsbury’s spokesman said: “We are really focused on delivering a strong future for Argos.” The statement added: “We are taking focused action to extend range, enhance digital capabilities and improve relevance to grow frequency and spend in Argos whilst delivering further operating model efficiencies. “Sainsbury’s is committed to delivering the strongest and most successful future for Argos customers and colleagues and our ‘More Argos, more often’ transformation strategy is delivering good progress”. Annonce • Sep 15
J Sainsbury in Talks to Sell Retail Arm to JD.Com J Sainsbury plc (LSE:SBRY), the UK’s second-largest supermarket, is in discussions to sell its Argos (Argos Limited) unit to JD.com, Inc. (NasdaqGS:JD), a major ecommerce firm from China. Sainsbury acquired Argos in 2016 and has seen mixed results from the business, with First Quarter sales up 4.4% due to favorable weather. The company said talks with JD.com include commitments related to Argos’ customers, staff, and partners, but did not share financial terms. No agreement has been reached, and Sainsbury said there is no certainty the deal will proceed. Annonce • Aug 18
JD.com, Inc. (NasdaqGS:JD) acquired 70% stake in Moretide Investments Ltd. in a transaction valued at HKD 4 billion. JD.com, Inc. (NasdaqGS:JD) acquired 70% stake in Moretide Investments Ltd. in a transaction valued at HKD 4 billion on August 16, 2025. This strategic acquisition combines industry-leading supply chain capabilities with KAI BO’s deep local expertise and allows for stronger omnichannel retail growth and an enhanced shopping experience for consumers across Hong Kong.
JD.com, Inc. (NasdaqGS:JD) completed the acquisition of 70% stake in Moretide Investments Ltd. on August 16, 2025. Reported Earnings • Aug 14
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: CN¥4.34 (down from CN¥8.39 in 2Q 2024). Revenue: CN¥356.7b (up 22% from 2Q 2024). Net income: CN¥6.18b (down 51% from 2Q 2024). Profit margin: 1.7% (down from 4.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings. Major Estimate Revision • Aug 01
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥17.35 to CN¥15.15 per share. Revenue forecast steady at CN¥1.30t. Net income forecast to shrink 38% next year vs 2.2% growth forecast for Multiline Retail industry in the US . Consensus price target broadly unchanged at US$46.19. Share price fell 6.8% to US$30.91 over the past week. Major Estimate Revision • Jul 25
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥18.78 to CN¥16.43 per share. Revenue forecast steady at CN¥1.30t. Net income forecast to shrink 37% next year vs 2.2% growth forecast for Multiline Retail industry in the US . Consensus price target broadly unchanged at US$47.07. Share price fell 2.2% to US$33.18 over the past week. Major Estimate Revision • Jul 11
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from CN¥26.92 to CN¥23.48 per share. Revenue forecast steady at CN¥1.29t. Net income forecast to shrink 26% next year vs 6.4% growth forecast for Multiline Retail industry in the US . Consensus price target down from US$51.89 to US$48.93. Share price fell 3.0% to US$31.10 over the past week. Annonce • May 29
JD.com, Inc., Annual General Meeting, Jun 20, 2025 JD.com, Inc., Annual General Meeting, Jun 20, 2025, at 15:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang, economic and technological development zone, daxing district, beijing China Annonce • Apr 25
JD.com, Inc. to Report Q1, 2025 Results on May 13, 2025 JD.com, Inc. announced that they will report Q1, 2025 results Pre-Market on May 13, 2025 Reported Earnings • Apr 19
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: CN¥27.67 (up from CN¥15.37 in FY 2023). Revenue: CN¥1.16t (up 6.8% from FY 2023). Net income: CN¥41.4b (up 71% from FY 2023). Profit margin: 3.6% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.6%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$34.92, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Multiline Retail industry in the US. Total loss to shareholders of 34% over the past three years. Upcoming Dividend • Apr 01
Upcoming dividend of US$0.98 per share Eligible shareholders must have bought the stock before 08 April 2025. Payment date: 29 April 2025. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.3%). Declared Dividend • Mar 12
Dividend of US$0.98 announced Shareholders will receive a dividend of US$0.98. Ex-date: 8th April 2025 Payment date: 29th April 2025 Dividend yield will be 2.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 31% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 06
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: CN¥27.66 (up from CN¥15.37 in FY 2023). Revenue: CN¥1.16t (up 6.8% from FY 2023). Net income: CN¥41.4b (up 71% from FY 2023). Profit margin: 3.6% (up from 2.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 4.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 85% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Annonce • Feb 20
JD.com, Inc. to Report Q4, 2024 Results on Mar 06, 2025 JD.com, Inc. announced that they will report Q4, 2024 results Pre-Market on Mar 06, 2025 Annonce • Jan 28
JD.com, Inc. (NasdaqGS:JD) proposed to acquire 40% stake in Dada Nexus Limited (NasdaqGS:DADA) for $51.9 million. JD.com, Inc. (NasdaqGS:JD) proposed to acquire 40% stake in Dada Nexus Limited (NasdaqGS:DADA) for $51.9 million on January 25, 2025. A cash consideration valued at $2 per share will be paid by JD.com, Inc. JD.com, Inc. through its wholly owned entities JD Sunflower Investment Limited and Windcreek Limited currently beneficially own more than 60% of the total issued and outstanding Ordinary Shares including American depositary share of Dada Nexus Limited. Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$39.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Multiline Retail industry in the US. Total loss to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.94 per share. Reported Earnings • Nov 15
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: CN¥8.05 (up from CN¥5.04 in 3Q 2023). Revenue: CN¥260.4b (up 5.1% from 3Q 2023). Net income: CN¥11.7b (up 48% from 3Q 2023). Profit margin: 4.5% (up from 3.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 25%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 27% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to US$33.35, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Multiline Retail industry in the US. Total loss to shareholders of 60% over the past three years. Annonce • Oct 31
JD.com, Inc. to Report Q3, 2024 Results on Nov 14, 2024 JD.com, Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 14, 2024 Recent Insider Transactions Derivative • Oct 02
Founder & Chairman notifies of intention to sell stock Qiangdong Liu intends to sell 145k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of September. If the sale is conducted around the recent share price of US$39.90, it would amount to US$5.8m. Since December 2023, Qiangdong has owned 164.30m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months. Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to US$33.90, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Multiline Retail industry in the US. Total loss to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$58.54 per share. Annonce • Aug 28
JD.com, Inc. (NasdaqGS:JD) announces an Equity Buyback for $5,000 million worth of its shares. JD.com, Inc. (NasdaqGS:JD) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its shares. The repurchase program will be valid through August 31, 2027. Major Estimate Revision • Aug 21
Consensus EPS estimates increase by 13% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from CN¥19.60 to CN¥22.07. Revenue forecast steady at CN¥1.14t. Net income forecast to grow 15% next year vs 16% growth forecast for Multiline Retail industry in the US. Consensus price target broadly unchanged at US$41.08. Share price rose 4.4% to US$27.04 over the past week. Annonce • Aug 21
Walmart Reportedly Seeks to Raise $3.74 Billion in Sale of JD.com Stake Walmart Inc. (NYSE:WMT) is seeking to raise up to $3.74 billion by selling its stake in Chinese e-commerce firm JD.com, Inc. (NasdaqGS:JD), according to a term sheet seen by Reuters, as the U.S. retailer focuses on its own operations in China. Walmart is offering 144.5 million American depositary shares in the price range of $24.85 to $25.85, the term sheet shows, and Morgan Stanley is the broker-dealer of the offering. Walmart, the largest shareholder in JD.com, said in a statement that it had been a valued partner over the past eight years, and the U.S. retailer was committed to a continued commercial relationship with the Chinese e-commerce giant. "This decision allows us to focus on our strong China operations for Walmart China and Sam's Club, and deploy capital towards other priorities," Walmart said. JD.com's Hong Kong-listed shares fell more than 10% in early trading on August 21, 2024. U.S.-listed shares dropped 10% in after-market trading on August 20, 2024 to $25.50 after Bloomberg first reported the share sale plan. JD.com declined to comment. Morgan Stanley did not immediately respond to Reuters' request for comment. Reported Earnings • Aug 16
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: CN¥8.39 (up from CN¥4.19 in 2Q 2023). Revenue: CN¥291.4b (up 1.2% from 2Q 2023). Net income: CN¥12.6b (up 92% from 2Q 2023). Profit margin: 4.3% (up from 2.3% in 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 69%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Annonce • Aug 01
JD.com, Inc. to Report Q2, 2024 Results on Aug 15, 2024 JD.com, Inc. announced that they will report Q2, 2024 results Pre-Market on Aug 15, 2024 Annonce • Jul 15
Ochama, JD.com's Omni-Channel Retailer, Recently Announces the Launch of Ochama 1H Delivery Ochama, JD.com's innovative omni-channel retailer, recently announced the launch of "ochama 1h delivery," underscoring the company's dedication to providing swift and reliable shopping experiences that meet the evolving needs of its customers. This new service provides free one-hour delivery for select products across most of Amsterdam, setting it apart as the only complimentary service of its kind in the Netherlands. The new "ochama 1h delivery" service encompasses a diverse range of product categories such as fresh and frozen foods, beverages, beers, personal care items, and more. Customers placing orders between 9 AM and 11 PM will receive their packages within one hour. For orders made after 11 PM, delivery will be scheduled before 10 AM the following day. A subsidiary of JD.com, China's largest retailer by revenue, ochama leverages advanced supply chain technologies and capabilities to offer efficient delivery. The cornerstone of the new 1h delivery service is the strategically located Forward Distribution Center (FDC) in Amsterdam. Optimally positioned to serve customers, the FDC supports storage, sorting, and immediate order fulfillment, effectively serving consumers within a 3 km radius. Specifically, orders are immediately relayed to the Amsterdam FDC upon placement. There, ochama's dedicated team swiftly picks and packs the items. The package is then delivered directly to the customer's doorstep by ochama's in-house delivery couriers, ensuring a seamless and efficient delivery process. To further accommodate the diverse pick-up preferences of consumers, ochama has recently deployed more than 1,000 pick-up lockers across the Netherlands and Belgium. This innovative, automated pickup option enhances the convenience of ochama's existing pick-up services. Ochama currently offers home delivery services in 24 countries and operates over 800 pickup points across the Netherlands, Germany, Belgium, and France. Additionally, ochama introduced same-day pick-up services in select regions in the Netherlands. During the recent "618 Grand Promotion," an annual sales event featuring significant discounts on a wide range of products, ochama reported a 245% year-on-year increase in electronics sales, highlighting the growing trust and preference among its customer base. Looking ahead, ochama remains dedicated to its mission of providing superior quality, affordability, and convenience, ensuring an enhanced shopping experience for all its customers. Recent Insider Transactions Derivative • Jul 01
Founder & Chairman notifies of intention to sell stock Qiangdong Liu intends to sell 160k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of July. If the sale is conducted around the recent share price of US$29.24, it would amount to US$4.7m. Since December 2023, Qiangdong has owned 164.30m shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months. Reported Earnings • May 23
First quarter 2024 earnings: EPS exceeds analyst expectations First quarter 2024 results: EPS: CN¥4.56 (up from CN¥3.99 in 1Q 2023). Revenue: CN¥260.0b (up 7.0% from 1Q 2023). Net income: CN¥7.13b (up 14% from 1Q 2023). Profit margin: 2.7% (up from 2.6% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has fallen by 25% per year, which means it is performing significantly worse than earnings.