JD CEO Xuren: In the early stages of the takeaway business, there will be a certain amount of investment, which will improve as the scale grows.

Today, JD.com released its first quarter performance in 2025. During the JD first quarter financial report conference call, JD CEO Xu Ran admitted, "The JD delivery business has developed rapidly in just a few days. Many of our operational actions and system capabilities are still under construction and are constantly being optimized. We will share more information with everyone in the near future." She also mentioned, "For JD, we believe that the delivery sector is a business with long-term sustainable development. There will be some initial investments, but as the scale grows, this business will also release economies of scale, improve efficiency, and most importantly, this business is rooted in our entire ecosystem. In the future, it will bring significant synergistic value to our instant retail, core e-commerce retail, and even logistics businesses in terms of user traffic, shopping frequency, cross-category shopping, etc., bringing incremental contributions. At the same time, in terms of delivery capacity, technology, data, etc., it can also bring efficiency improvements and cost reductions."