Workflow
ochama
icon
Search documents
刘强东185亿豪赌欧洲市场,这步棋能成吗?
Sou Hu Cai Jing· 2025-07-26 09:52
Group 1 - Liu Qiangdong is making a significant move by offering 18.5 billion RMB to acquire the German consumer electronics retailer Ceconomy, which has caused a stir in the business community [1][3] - Ceconomy operates well-known brands like MediaMarkt and Saturn, with over 1,000 stores across Germany, France, and Spain, attracting more than 2.2 billion customers annually and boasting over 43 million loyal customers [3] - The acquisition offer values Ceconomy at approximately 2.2 billion euros, representing a 22.7% premium over its previous closing price, indicating a strong commitment to entering the European market [3] Group 2 - JD.com has been expanding its presence in Europe since 2022, with initiatives like the launch of "super warehouse store" Ochama in the Netherlands and the trial operation of its online brand Joybuy in London set for April 2025 [3] - The complex ownership structure of Ceconomy poses challenges for the acquisition, with major shareholders hesitant to sell their stakes, which could complicate the process [3] - The competitive landscape in the domestic e-commerce market is pushing major players like JD.com, Alibaba, and Pinduoduo to seek opportunities overseas, with JD.com's substantial investment aimed at securing a foothold in this "overseas racing competition" [3][4]
大爆发!京东出手!
Zhong Guo Ji Jin Bao· 2025-07-24 15:35
Group 1 - JD.com is in discussions to acquire Ceconomy, a German consumer electronics retail group, at a price of approximately €4.6 per share, with Ceconomy confirming the negotiations [1][5] - Ceconomy operates over 1,000 stores across Europe under the MediaMarkt and Saturn brands, and has a market capitalization of around €1.6 billion [2][5] - In the first quarter, Ceconomy's sales decreased by 1.6% to €5.2 billion, with adjusted EBIT at only €10 million, although online sales grew by 7.4% to nearly €1.3 billion, accounting for a quarter of total sales [2] Group 2 - This is not the first attempt by JD.com to acquire Ceconomy, as a previous attempt in 2023 did not result in an agreement [5] - JD.com launched its independent retail brand in Europe in early 2022, introducing the "ochama" concept, which emphasizes omnichannel shopping [5] - In 2024, JD.com expanded its delivery services in Europe, including a one-hour delivery service in Amsterdam and established numerous self-pickup points and lockers in collaboration with local partners [6]
大爆发!京东出手!
中国基金报· 2025-07-24 15:28
Group 1 - JD.com is in discussions to acquire German consumer electronics retailer Ceconomy, with a proposed offer of approximately €4.6 per share [2][3] - Ceconomy confirmed ongoing negotiations with JD.com, leading to a stock price increase of over 15% during trading [3] - Ceconomy operates over 1,000 stores across Europe under the MediaMarkt and Saturn brands, with a complex ownership structure [6] Group 2 - In the first quarter, Ceconomy's sales decreased by 1.6% to €5.2 billion, with adjusted EBIT of only €10 million, indicating poor overall sales performance [6] - However, online sales for Ceconomy grew by 7.4% to nearly €1.3 billion, accounting for a quarter of total sales [7] - JD.com previously attempted to acquire Ceconomy in 2023 but was unsuccessful; the company is valued at approximately €1.6 billion [9] Group 3 - JD.com launched its independent retail brand in Europe in early 2022, starting with the "super warehouse store" model called "ochama" in the Netherlands [9] - By October 2023, ochama expanded its delivery services to 19 additional countries, reaching a total of 24 European countries [10] - JD.com also introduced one-hour delivery services in Amsterdam during the 2024 European Championship, enhancing its logistics capabilities [10] Group 4 - In 2024, JD.com considered acquiring UK electronics retailer Currys but ultimately abandoned the deal [11] - Alibaba announced the completion of its acquisition of European B2B digital trade platform Visable in November 2023, indicating competitive moves in the European market [12] - Pinduoduo has expanded its overseas presence through its cross-border e-commerce platform Temu [13]
京东国际新动作,自营零售业务「joybuy」在伦敦上线|独家
36氪· 2025-04-09 14:08
以下文章来源于36氪未来消费 ,作者任彩茹 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 京东也要认真出海。 时效性背后,是京东布局已久的物流能力和海外仓——2020年京东国际部门的成立便是希望将国际物流和智能仓储能力向外输 出,为海外企业提供商流、物流一站式服务。2024年10月底,ochama启用了占地约2.7万平方米的波兰自动化仓,连同位于荷 兰、法国的其他五个仓库将辐射欧洲24个国家订单的履约。2024年12 月,京东物流宣布将全面构建海外仓配"2-3日达"时效圈, 目前已在全球拥有超100个海外仓、保税仓、直邮仓。此前,京东在海外的仓储物流能力多为B端客户提供服务,如今则是同步作 为自营零售业务的基建而存在。 此前,有业内人士评价京东出海"虽有布局,但相较其他几家电商平台,步伐偏稳健。"如今,一系列新动作接踵而至,在国内电 商市场趋于饱和的状态下,京东也希望寻求海外电商的增量。 文 | 任彩茹 编辑 | 乔芊 来源| 36氪未来消费(ID: lslb168) 封面来源 | IC photo 36氪独家获悉,京东于2024年中下旬开始探索出海英国市场,近日以"joybuy"品牌启动测 ...