Aug 14, 2025| Financial
JD.com Delivers Robust Q2 2025 Results, Driving Quality Growth
JD.com announced impressive Q2 2025 financial results on August 14 highlighting robust growth, key milestones, and a deep commitment to social responsibility. They underscore the company’s success in strategic initiatives and solidify JD.com’s leadership in retail and innovation. Read our full report.
Strong Financial Performance Across Sectors
- Revenue Growth: Total revenue reached RMB356.7 billion ($49.8 billion), up 22.4% year-on-year (YoY), exceeding expectations and marking the highest YoY growth rate in the recent three years.
- Core Retail Strength: Electronics and home appliances strengthened their lead, general merchandise revenues rose 16.4% YoY, and the supermarket business revenues achieved double-digit YoY growth for the sixth consecutive quarter.
- Service Expansion: Net service revenues surged 29.1% YoY, reflecting strong diversification.
- New Businesses’ Momentum: Revenues from new businesses, driven primarily by food delivery, jumped 199% YoY.
- User Engagement: Quarterly active customers and user shopping frequency both increased over 40% YoY, marking seven quarters of double-digit user growth.
Strategic Business Milestones
- 618 Grand Promotion Attains Unprecedented Success: The annual 618 event doubled the number of order-placing users YoY, processing over 2.2 billion orders across online retail, offline businesses, and JD Food Delivery. The event featured a record number of daily active users on the JD.com app and leadership in 3C electronics, home appliances, and fashion & beauty categories.
- Cross-Border E-Commerce Initiative: The launch of the “10 Billion Growth Plan” introduced 1,000 overseas brands to China, bringing in RMB10 billion ($1.4 billion) in total sales growth within three years.
- Global Logistics Expansion: JD Logistics, also known as JINGDONG Logistics, launched its self-operated express delivery brand “JoyExpress” in Saudi Arabia, offering same-day or next-day delivery for e-commerce purchases.
- Industry Recognition: Secured a spot in the prestigious Gartner’s Global Supply Chain Top 25 for the second consecutive year, China’s only retailer recognized for supply chain innovation excellence.
Commitment to Social Responsibility and Employee-First Initiatives
JD.com remains dedicated to creating value for employees and communities worldwide. As of June 30, 2025, the JD Ecosystem’s personnel reached 900,000, with plans to offer 35,000 new positions through its 2026 campus recruitment, including the “Top Young Tech Talent Program” to attract global innovators. In Beijing, JD.com is investing RMB7 billion to build nearly 5,000 youth apartments, with free accommodation for interns starting in September 2025.
The company also champions inclusive employment, having provided jobs to over 4,000 individuals with disabilities. Through its “Sunshine Angel” program, JD.com aims to employ 1,000 more disabled individuals, offering free training, operational support, and subsidies to foster entrepreneurship and stable incomes.
JD.com’s focus on innovation, growth, and social impact continues to deliver value to customers, partners, investors, and communities, reinforcing its position as a trusted global retail leader and supply chain partner.
(vivian.yang@jd.com)
Aug 4, 2025| Europe, Global Partners/ Brands, JD Retail
JD.com Brings Scandinavian Design and Quality to Hundreds of Millions of Chinese Consumers with Launch of IKEA Official Flagship Store
Beijing, August 4, 2025 — JD.com announces the launch of IKEA’s official flagship store on its platform, making IKEA’s signature Scandinavian design and extensive product range directly accessible to JD.com’s vast online customer base. The opening underscores both companies’ shared commitment to meeting China’s growing demand for personalized and diverse home living solutions.
JD.com’s extensive coverage, efficient logistics, and digital operations will complement IKEA’s expertise in the home furnishings sector, offering consumers a one-stop, high-quality, cost-effective living solution.
The JD.com IKEA flagship store features 6,500 products, across 168 categories, including the exclusive debut of BÄSTBOLL gaming chair, MÅLOMRÅDE gaming desk and more. JD.com and IKEA plan to expand both product categories and selections in the future to meet the evolving needs of Chinese consumers.
In addition to retail collaboration, IKEA will partner with JD Logistics to leverage its nationwide in-house delivery network to fulfill parcels from the flagship store, allowing IKEA to extend its reach to regions beyond the footprint of its physical stores in China. Over more than a decade, JD.com has developed a reputation for offering same- and next-day delivery services in China as standard, with the company now fulfilling 95% of orders within 24 hours, ensuring an efficient shopping experience for customers.
The official IKEA flagship store on JD.com will be able to deliver a more immersive shopping experience to customers, powered by JD.com’s Naked-Eye 3D Solution, “Mini Liying”. This means shoppers can enjoy a 3D visualization of some IKEA products by simply tilting their mobile phones, without wearing glasses or a headset.
Yanzhong Yao, SVP of JD.com and President of JD Retail Appliance and Home, said: “We are thrilled to welcome IKEA to JD.com. This collaboration not only expands our home category brand offerings, but also brings more inspiring and high-quality home shopping options to consumers. By leveraging JD.com’s expertise in supply chain management and digital operations, combined with IKEA’s extensive experience in home living, we’ll continue to enhance the online shopping experience for Chinese households.”
Pontus Erntell, President & Chief Sustainability Officer at IKEA China, said: “Since 2018, IKEA China has been steadily expanding our digital presence and strengthening the omnichannel development. The launch of IKEA JD Flagship Store marks another important milestone under our “Growth+” strategy, enabling us to enhance our accessibility to more Chinese families who value quality and service, and further enhance our omni retail ecosystem. We are pleased to collaborate with JD.com to bring a more convenient and diverse home furnishing shopping experience, and to create a better everyday life to the many more families in China.”
The launch of IKEA’s flagship store on JD.com further strengthens IKEA’s omnichannel strategy in China. In recent years, China’s home furnishings market has been experiencing a dual trend of diversified consumer demand and omni-channel integration. Younger consumers, who are the primary driving force, have increasingly diverse aesthetic and functional demands for their homes, with a convenient one-stop shopping experience becoming the norm.
Growing demand among Chinese consumers for high-quality global home brands is driving the accelerated entry of international brands into the Chinese market and JD.com is the preferred partner of many of these brands. In the first half of 2025, the number of international brands joining JD Home grew by over 130% year-on-year. JD.com will continue to work closely with global partners like IKEA to unlock new growth opportunities, and constantly optimize its supply chain and strengthen its service capabilities. The company has already established partnerships with brands such as MUJI, Natuzzi Italia, HAY, &Tradition, Georg Jensen, LOEWE, LE CREUSET, Villeroy & Boch, and RIEDEL, and many more.
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