Group 1 - JD.com has initiated its "Double 11 Global Goods Festival" earlier than other major shopping platforms, raising concerns about its practices during this promotional period [4][10] - Allegations have emerged that JD.com is engaging in "choose one" behavior, restricting merchants from participating in promotions on competing platforms, with penalties ranging from millions to tens of millions of yuan for violations [4][7] - Internal sources from JD.com claim that their actions are aimed at "active price comparison" to protect consumers, arguing that the accusations of "choose one" misinterpret their intentions [6][10] Group 2 - The competitive landscape has shifted, with JD.com previously criticizing Alibaba for similar practices, highlighting the cyclical nature of such competitive strategies in the industry [8][9] - JD.com's recent defensive strategies, including the establishment of a "price protection wall," reflect a loss of confidence and a shift from an open ecosystem to a more controlled environment [12][25] - The failure in the food delivery sector has led JD.com to adopt a defensive posture, impacting its approach to the upcoming Double 11 sales event [15][16] Group 3 - JD.com’s core business, particularly in home appliances, is under scrutiny as it attempts to navigate the challenges posed by competitors and changing market dynamics [16][20] - The company's previous advantages in logistics and customer service are diminishing as the industry evolves, leading to a decline in consumer willingness to pay a premium for these services [20][22] - JD.com’s reliance on traditional promotional strategies, such as issuing coupons, indicates a lack of innovation in adapting to new market conditions [22][23] Group 4 - The ongoing conflict with brands over pricing strategies is eroding JD.com's reputation as a trustworthy partner, potentially benefiting competitors who respect merchant autonomy [26][27] - JD.com’s approach of positioning itself as a defender of consumer interests may provide short-term gains but risks long-term damage to its ecosystem [28][29] - The company must undergo a significant transformation to regain its competitive edge, focusing on building trust and enhancing its core value proposition rather than engaging in price wars [31][32]