JD.com Inc. (NASDAQ:JD ) Q1 2025 Earnings Conference Call May 13, 2025 8:00 AM ET Company Participants Sandy Xu - Chief Executive Officer Ian Shan - Chief Financial Officer Sean Zhang - Director of Investor Relations Conference Call Participants Ronald Keung - Goldman Sachs Kenneth Fong - UBS Alicia Yap - Citigroup Thomas Chong - Jefferies Operator Hello and thank you for standing by for JD.com's first quarter 2025 earnings conference call. At this time, all participants are in listen-only mode.
The Chinese e-commerce company reported a quarterly net income of $1.8 billion, as revenue rose 16% from a year ago to $41.5 billion.
JD.com reported better-than-expected earnings for the first quarter as Chinese consumer sentiment improved.
JD.com is not just an e-commerce giant, but also a significant physical retailer with a robust logistics network now listed as JD Logistics in Hong Kong. Recent financial trends show a slowdown in net income growth and a modest increase in service revenues, with logistics playing a crucial role in revenue support. The company's new venture into on-demand delivery aims to leverage its extensive retail and logistics network, despite the market dominance of Meituan and Ele.me.
JD's expected pressure on its business segment and short-term operating expenses suggest that investors should remain cautious ahead of Q1 results.
JD.com, Inc. (JD) closed at $33.82 in the latest trading session, marking a -0.7% move from the prior day.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
JD.com, Inc. (JD) closed at $32.85 in the latest trading session, marking a +0.71% move from the prior day.
Recently, Zacks.com users have been paying close attention to JD.com (JD). This makes it worthwhile to examine what the stock has in store.
JD.com is a leading Chinese e-commerce giant with strong growth, a robust B2C platform, and advanced supply chain solutions, comparable to Amazon. Despite U.S.-China trade tensions and delisting risks, JD's Hong Kong-listed shares provide some hedging, and its "China +1 strategy" mitigates tariff impacts. JD's valuation is attractive with a P/E of 7.9, P/B of 1.51, and a 10.7% FCF yield, despite lower margins due to its logistics network.
Chinese e-commerce giant JD.com highlighted anti-competitive pressures on food delivery couriers in a social media post on Monday, alleging that other platforms were coercing couriers to avoid working with JD Takeaway.
JD.com (JD) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.