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JD.com's Food Delivery Isn't A Side Bet — It's Converting Users At Nearly 50%
Benzinga·2025-11-13 18:18

For years, JD.com Inc (NASDAQ:JD) has been boxed into the same narrative: a logistics powerhouse built on electronics, appliances and 1P efficiency. But the company’s third quarter delivered an unexpected twist — JD's food delivery business isn't just another generational experiment. It's converting new users at nearly 50%, a cohort performance most platforms would kill for.Track JD stock here.And that's before the company even turns on monetization.Read Also: China’s JD.com Reaches 700 Million Users As Ret ...