Post on 16-Feb-2022
JD.com Overview
Sustained, Rapid Growth
2012 2013 2014 2015 2016 2017 2018
Rapid Growth in GMV in Last Seven Years*
136.1
billion87.9
billion
12.6
billion
22.2
billion
44.1
billion
USD
Source: JD.com financial reports
*GMV calculated based on definition of largest industry peer; All exchange rates are calculated at the December 31, 2018 rate of 6.88:1
• China’s largest retailer, online or offline
• First Chinese internet company to make the Fortune
Global 200 list
• Strict “zero-tolerance” policy toward counterfeit goods.
Customers trust JD because the brand is a guarantee of
authenticity187.6
billion
243.0
billion
JD.com Has Achieved Sustained and Rapid Growth
GMV has been growing at Over
150% CAGR in last 12 years
(US$ billion)
199.1
144.5
93.3
46.8
23.513.4
170.9
2018 Q1~Q3
201420132012 201720162015
Note: GMV is defined as the total value of all orders for products and services placed in the company’s online direct sales business and on the company’s online marketplaces, regardless of whether the goods are sold or delivered or whether the goods are returned. GMV includes shipping charges paid by buyers to sellers and excludes certain transactions over certain amounts that are comparable to the disclosed parameters in GMV definition by our major industry peer.Source: Filings, earnings release.
Rapid Growth in GMV in Last Six Years
Net Revenue $67.2 Bn Active Users ~305 Mn
Merchants ~200k Employees >170k
• China’s largest frozen and chilled e-commerce warehousing and delivery
network
Trusted by Discerning Consumers
• China’s largest retailer of consumer electronics and home appliances
• The most trusted fashion and lifestyle online shopping platform for
top brands
• The preferred shopping platform for home and life – providing the
highest quality home furnishings, household products and services
• China’s largest supermarket online or offline; top seller of baby products,
imported milk and cereal; top online seller of coffee, Chinese liquor, male
skincare products and more
Unparalleled Speed
• The only e-commerce platform in the world to provide
small-to-medium sized warehousing, oversized
warehousing, cross border, cold chain delivery,
frozen and chilled warehousing facilities, B2B and
crowdsourcing logistics
• Largest e-commerce logistics infrastructure in China
covering 99% of the country’s population
• JD.com has achieved rates of approximately 90% of
orders being delivered same- or next-day
Compelling logistics experience with broadest consumer reach in China
Cities with fulfillment centers (7)
Cities with bulky item warehouses (66)
Cities with front distribution centers (28)
Cities with new front distribution centers built after IPO (22)
Fulfilment Centers 7 cities
Front Distribution Centers 28 cities
Warehouses 550+ warehouses
GFA ~ 11.9 million sq.m.
Self-built Mega Warehouses 15 projects in 10 cities
Geographic Coverage
Almost allcounties & districts in China
Nationwide Warehouse Network & Last-mile Reach (1)
Rapid Expansion & Best-in-Class Fulfillment Capabilities (1)
Provides best-in-class customer experience.
Jinan
Shenyang
Shanghai
Wuhan
Xi’anNanjing
Beijing
Qingdao
Zhengzhou
Xiamen
Chongqing
Chengdu
Guangzhou
Urumuqi
Hefei
Kunming
Nanning
Harbin
Changsha
Suqian National Customer Service Center
Customer Service Center
Dalian
Fuzhou
Foshan
Guiyang
Hangzhou
Jinhua
Lanzhou
NanchangNanchong
Ningbo
Taiyuan
Suzhou
Shijiazhuang
Tianjin
Xiangyang
Yinchuan
Changchun
Weifang
Mianyang
Nantong
Hohhot
Haikou
Liuzhou
Tangshan
Wenzhou
Shantou
Zhumadian
Zigong
Jining
Luoyang
Hengyang
Jinzhou
Lhasa
Handan
Maoming
Jingzhou
Huizhou
Ezhou
Hebi
(1) Note:Map and data as of Sep 30, 2018.
Strategic Partnerships
March, 2014
• Reaches over 1 billion
Chinese consumers
through partnership with
Tencent
• Helps brands leverage the
most comprehensive
social + commerce
targeted marketing
program based on big data
• Over 80% of orders placed
through mobile
June, 2016
• Over 270 Walmart stores in
China have a presence on
Dada-JD Daojia, JD.com's
joint venture for instant
delivery.
• Integrated inventory helps
improve delivery efficiency
for customers, optimizes
delivery routes for JD and
increases Walmart’s
inventory turnover rate
June, 2018
• Collaborates on a range of
strategic initiatives,
including joint
development of retail
solutions in regions
around the world
• Explores the creation of
next-generation retail
infrastructure solutions
Enhanced Mobile Engagement through Tencent Partnership
During December
2017
Smart device
MAU of QQ (1)
Combined MAU of
Weixin & WeChat (1)
WechatLaunched inJune 2014
Mobile QQLaunched inAugust 2014
683 mm 989 mm
Level-1 Access Points LaunchedSignificant User Traffic
Provides merchants with innovative mobile marketing solutions
Advanced online tools
More precise targeted marketing
Deeper brand recognition
Increasing return on marketing
Mobile Marketing Partnership
Announced inOctober 2015
Primary and easy access to JD’s e-commerce services on WeChat and QQ
JD & Walmart: Boosting tremendous growth for Walmart
• Walmart Flagship Store
• Sam’s Club Flagship Store
• Global Purchasing Store
• JDDJ & DaDa O2O Platform
• JD-Walmart Project
• JD & Sam’s Club Membership
Program
• Joint Promotional Events
• Joint Fulfillment
• B2B Procurement
1.5 Billion
Sales from JD Platforms1
40%
Incremental Growth in China
15 Million
Orders from JD Platforms
(1) Note: Include JDDJ platform, Walmart Flagship Store, Sam’s Club Flagship Store and Global Purchasing Store
Online Stores
O2O
Membership
Future
The Future: Boundaryless Retail
JD is developing cutting-edge technology
solutions that enable consumers to buy
whatever they want, whenever and wherever
they want it. Now, it is also opening its
technology and infrastructure to brands,
retailers and other industries as part of its
“Retail as a Service” strategy.
The future of JD: Retail as a service
Retail as a service Retail= + Retail Infrastructure
“customer-centric, technology-driven”
Want to do
Could do Able to do
Retail
Infrastructure
JD’s global footprint
JD.com
Brings Chinese brands to
overseas Chinese and
Chinese nationals living
abroad
JD.ID
First JD global site and top rated
ecommerce platform in Indonesia
JOYBUY.COM
Provides consumers from over
200 countries and regions with
access to high quality global
products
JD.RU
JD.RU serves over
300 million
consumers from CIS
region
JD.CO.TH
A joint venture with Central
Group in Thailand, to be
launched in Q2, 2018
JOYBUY.ES
Servers over 400 million
Spanish consumers
Company begins
developing its own
logistics network.
2007
Following SARS
epidemic, online
business launches.
Largest Nasdaq IPO
of the year (ticker
“JD”).
Tencent becomes a
strategic partner.
Start offering logistics
service to third-party
merchants.
JD begins covering all
consumer categories.
Starts as brick-and-
mortar electronics
shop in Beijing.
JD launches marketplace
for third-party sellers.
1998 2004 2008 2010 2014 2015 2016
Our Milestones
Walmart becomes a
strategic partner.
First e-commerce
company in the world
to deploy delivery
drones.
2017 2018
JD Announces
establishment of JD
Logistics Business
Group.
Google becomes a
strategic partner.
THANK YOU
Twitter: @JD_Corporate
JD Worldwide
Chinese Consumers: Embracing Cross-Border E-commerce
60 147412
7441,113
1,613
2,183
2,824
3,556
145%
181%
81%
50% 45% 35% 29% 26%
2013 2014 2015 2016 2017 2018E 2019E 2020E 2021E
Cross-Border E-commerce Retail Sales in China
Retail Sales (Billion RMB) Growth Rate
Rising Stage Boosting Stage Shuffle Stage Stable Development Stage
Source: :iResearch.
Trust
Better
With enormous growth in Chinese
consumers’ spending power, high
quality products made overseas are
becoming consumer favorites.
Policy
Easier
Specialized regulatory policies
reduce import barriers and provide
more flexible channels for overseas
brands to enter China.
Cost
Cheaper
Simplified supply chain
requirements and preferential tax
policies reduce the cost of entering
the Chinese market.
Foundation of Cross-Border E-commerce in China
Traditional Import Trading Cross-Border EC
Legal Entity Chinese local business Overseas business
Trademark and IP Requirements Chinese local registration Overseas registration only
Regulation / PolicyRegarded as bulk goods
with CFDA requirements
Regarded as personal articles
with no CFDA requirements
Tax Tariff + GST + VAT (GST + VAT)*70%(No Tariff)
Business complexity
Products to distributor,
then to exporters,
then to importers,
then to Chinese local distributors
Products sold directly to Chinese
consumers from overseas
Lead time for initiating business At least one year Three months
Appendix: Comparison Between General Trade and Cross-Border E-Commerce
JD Worldwide
• Launched in April 2015, JD Worldwide is a leading cross-
border e-commerce platform in China
• In September 2016, JD Worldwide opens its cross-border
logistics service to third party merchants on its platform
• In August 2017, JD Worldwide created a new super promotion
event called Haitun Day
10M SKUs
70 Countries
20,000 Brands
Beauty
ElectronicsHousehold Goods
Global retailers
Personal CareAuto
Accessories
Fashion
Food & Health
Supplement
Direct sales+
Marketplace
Shopping Without Borders
JD Worldwide Provides a Full Range of
Categories and a Flexible Business Model
Baby & Maternal
Import Bonded Warehouse
Suppliers
sea freight
air freight JD’s Domestic
Bonded Warehouse
JD’s domestics
logistics networks
Export
DeclarationChina
Customs
overseas delivery
JD’s Overseas
Transfer Center
Orders delivered within 1~5 days
Short Delivery Time
Low Logistics Cost
High Inventory Pressure
Suitable for FMCG
import
declaratio
n
Import Bonded Warehouse - stock up foreign goods in JD’s domestic bonded warehouse
Customers
JD’s Fully-Owned Bonded Warehouses / Port of Entry
- Guangzhou
- Chongqing
- Shanghai
- Hangzhou
- Ningbo
- Zhengzhou
- Tianjin
And more warehouses will be built……
Overseas Direct Delivery Service
JD’s Overseas
Warehouse
air freight
CustomersExport
DeclarationImport
Declaration
road freight (HK-GZ)
Orders delivered within 3~10days
Low Inventory Pressure
Longer Delivery Time
Higher Logistics Cost
Suits for Long-tail Goods and Luxury
Overseas Direct Delivery Service - stock up on foreign goods in JD’s overseas warehouse
Suppliers
overseas delivery
JD’s domestic
delivery networks
Direct Delivery Routes
Partners From Around the World
Thank You