3 6 Ke·2025-04-18 06:05Core Insights - JD.com has launched a food delivery service referred to as JD Delivery, but it does not have a standalone app, which has led to user confusion and potential loss of customers [1][3][8] - The service is currently integrated into the JD app as a secondary page, which raises questions about its operational efficiency and user experience [3][12] Group 1: Product Management and ASO Issues - The absence of a dedicated JD Delivery app has resulted in significant user loss, as users cannot find it in app stores, leading to wasted marketing efforts [8][19] - The product management team has not effectively established an App Store Optimization (ASO) strategy, which is crucial for improving visibility and user acquisition [8][12] - ASO involves selecting the right keywords, optimizing titles and descriptions, and enhancing user trust through ratings and reviews, all of which are currently lacking [8][12] Group 2: User Experience and Functionality - The functionality of JD Delivery does not align with user habits, as it lacks a secondary page for product categories, which is standard in competing apps like Meituan [9][11] - Users experience delays and confusion when trying to navigate the service, indicating a need for significant improvements in user interface design [11][23] Group 3: Strategic Positioning and Market Competition - JD Delivery's integration into the JD app reflects broader strategic questions about whether it will operate as an independent business or as part of JD's overall transformation towards O2O (online-to-offline) services [12][20] - The competitive landscape is challenging, with rivals like Meituan and Ele.me already established in the market, and JD's lack of a dedicated app may hinder its ability to compete effectively [22][24] - JD's market value has significantly declined, indicating investor skepticism about its future prospects, particularly in the face of competition from platforms that have better integrated delivery services [22][24] Group 4: Future Directions and Development Needs - For JD Delivery to grow, it must consider expanding into other O2O services, such as bike rentals and charging stations, to create a comprehensive local service ecosystem [24] - The company needs to invest in product management and technology development to enhance its delivery service and compete with established players in the market [23][24]