JD(US:JD) Zhong Guo Zhi Liang Xin Wen Wang·2025-10-14 14:40Core Insights - JD.com has reported strong consumer engagement during the 11.11 shopping festival, with active users on the JD app increasing by 47.6% year-on-year from October 9 to 10, leading the industry in growth [1] - The sales performance of various fashion and beauty brands has surged, with nearly 2000 brands seeing transaction amounts increase by over 200% compared to the previous year [1] - The demand for seasonal warm clothing has significantly risen, with sales of long down jackets increasing by 180%, cashmere sweaters by 160%, and wool coats by 121% since the festival began [3] Group 1: Sales Performance - The sales of children's warm clothing have also seen a substantial increase, with children's down jackets and outdoor jackets experiencing a threefold increase in transaction amounts [3] - Beauty and skincare products have become popular among consumers, with categories such as anti-aging toners and moisturizing masks seeing transaction amounts double [3] - The JD FASHION channel has driven a new trend in clothing consumption, with sales of warm clothing items tagged with JD FASHION increasing by 100% compared to September, and cashmere products increasing threefold [4] Group 2: Consumer Trends - There is a notable rise in consumer demand for quality apparel, leading to increased sales in high-quality clothing categories [4] - The demand for timely delivery has also surged, with JD's express delivery service for fashion and beauty products seeing significant growth across multiple categories, including a 5.7-fold increase in sports goods sales [4] - The ongoing 11.11 event features a wide range of products across various categories, with promotional offers such as official discounts and category coupons available to consumers [4]