Yue Xiaomi, JD Worldwide

19
JD.com Make Joy Happen Version: 2015-05-29

Transcript of Yue Xiaomi, JD Worldwide

Page 1: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

JD.com Make Joy Happen

Version: 2015-05-29

Page 2: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

1. E-commerce in China

2. Introduction of JD.com

3. Integrated Market Entry Solution

Page 3: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

E-commerce in China

Page 4: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

649 Million

Internet Users

316 Million

Online Shoppers

1. IResearch Industry Report; by Feb., 2015. Numbers are for the year 2014

13%

E-retail/Retail

>$500 Billion

E-retail Market

E-Commerce in China1: Unlimited Opportunities

Page 5: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Unlimited Opportunities in Chinese E-commerce Market

Page 6: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Introduction of JD.com

Page 7: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Largest Retailer in China

The Largest Online Direct Sales Company in China with 56% Market Share

1. Source: iResearch. Market share in terms of total GMV of China online direct sales market in Q4 2014. 2. Source: iResearch. Market share in terms of total GMV of China overall B2C market in Q4 2014.

56.3%

6.5%

8.8%

4.2%

3.7% 3.4% 3.2%

2.7% 12%

(Tencent)

Others

58.6% 22.8%

3.2%

2.9%

1.7%

1.4%

1.3%

1.3% 1.1% 7.0% Others (Tencent)

Leading Market Share in China Online Direct Sales Market1

Second Largest in Overall China B2C Market2

Page 8: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Note: Data as of Mar 31,2015 . unless otherwise specified below. 1. Data as of Dec. 31, 2014 2. Data from the 2014 annul report 3. Data as of Dec. 31 2014, fulfilled orders in the first quarter 2015 were 227.2million

105.2million active

customer Accounts

3,539 delivery stations in 1,961 counties

and districts

143 warehouses in 39 cities

689 million orders3

40.2 million SKUs1

72,604 total employees

The Largest Online Direct Sales Company in China (Cont’d)

USD41.9 billion GMV2

Page 9: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

The Top 3rd Largest Internet Company in the World

Data Source: Yahoo Finance; data until April. 2014; JD Research Center

JD.com ranks the 3rd among the top 10 Internet Companies in the world,

by revenue.

Rank Company Region Revenue

(Billion $)

1 Amazon.com US 89

2 Google US 66

3 JD.COM China 18.5

4 eBay US 17.9

5 Tencent China 12.7

6 Facebook US 12.5

7 Alibaba Group China 11.4

8 Priceline US 8.4

9 Baidu US 7.9

10 Yahoo US 4.6

Page 10: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Extended Leadership in Fulfillment Capacity

1. Map and numbers as of Dec 31, 2014.

Nationwide Network of Warehouses and Last-mile Reach1 Fast Expansion and Best-in-class Fulfillment Capabilities

Geographic expansion substantially completed with nationwide presence and penetration into lower tier cities

As of Dec 31, 2014

Front Distribution Centers

12 cities

Warehouses 123 in 40 cities

GFA ~2.3 million sq.m.

Geography Coverage 1,862 counties

and districts

Delivery and pickup Stations

3,210

Same-day Delivery (211)

134 counties and districts

Next-day Delivery

866 counties and districts

Cities with fulfillment centers (7)

Cities with standalone bulky item warehouses (40)

Cities with front distribution centers (12)

Cities with new front distribution centers built after IPO

Jinan

Shenyang

Shanghai

Wuhan

Xi’an Nanjing

Beijing

Qingdao

Zhengzhou

Xiamen

Chongqing

Chengdu

Guangzhou

Urumuqi

Hefei

Kunming

Nanning

Harbin

Changsha

Suqian

National Customer Service Center

Customer Service Center

Baotou Dalian

Fuzhou

Foshan

Guiyang

Hangzhou

Jinhua

Lanzhou

Nanchang Nanchong

Ningbo

Shenzhen

Taiyuan

Suzhou

Shijiazhuang

Tianjin

Xiangyang

Yinchuan

Changchun

Page 11: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Absolute “Zero Tolerance” to Counterfeits

AUTHENTICITY – JD’s Core Business Value

• “Zero-tolerance” policies over counterfeit products

• Domestic marketplace sellers must be a sizable entity registered in China for at least two years, with a registered capital of over ~US$85,000

• Professional team of quality control personnel

• 3 on-site spot checks to screen products every week

• Strategic partnership with Intertek1.

• Heavy fines of up to US$150,000 if counterfeits are found

Note: 1. Intertek is a leading multinational inspection, product testing and certification company.

Page 12: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

JD.COM Ranks First in the Customer Satisfacation

Page 13: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Significant User Traffic Level-1 Access Points Launched

During Dec 2014

815 mm

Aggregate QQ MAU

576 mm

Mobile QQ MAU1

500 mm

Weixin + WeChat MAU2

Enhanced Mobile Engagement through Tencent Partnership

1. Total number of QQ monthly active users that logged in via applications on smart devices (iOS, Android) and sent a message, or conducted an activity in Moments, Games, etc., as of December 31, 2014.

2. Monthly active user accounts of combined Weixin and WeChat, which is the total number of user accounts which logged in Weixin or WeChat and sent at least one message, or conducted an activity in Moments, Games, etc., as of December 31, 2014.

3. Including JD’s native mobile app and traffic from Weixin and Mobile QQ.

Source: Tencent filing.

Weixin (Launched in June

2014)

Mobile QQ (Launched in August

2014)

Weixin/mobile QQ GMV more than doubling sequentially in Q4 and contributed roughly 20% of new customers in Q4

Page 14: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Market Entry Solution & Case Study

Page 15: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Clothing & Accessories

Consumer Electronics

Maternal & Baby

Cosmetics Food &

Health care

JD Worldwide – Foreign Companies' Pathway to China

JD Worldwide is a designated business unit to bring quality overseas products to JD.

Page 16: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Integrated Market Entry Solution – JD as Your Trusted Partner

Page 17: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Your Dedicated Project Team to Offer One-stop Shop Solution

Page 18: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

USA-East USA-West

Europe

HK

Australia

Japan Korea

International logistics:Partnered warehouses, air/sea freight

Network coverage:Hong Kong, USA, Japan, Korea, Australia, France,

Germany, etc.

Continually expanding international logistic network

International Logistics:Global Supply Chain Capability

Page 19: Yue Xiaomi, JD Worldwide

200 22 35

181 181 182

155 203 28

232 111 26

61 183 229

224 0

93

188 159 93

Thank You!