Deep DiveHead-to-Head in E-Commerce: Alibaba vs. JD.com Coresight Research January 27, 2021 Reasons to ReadFor Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and JD.com. In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth. Contents What’s the Story? Why It Matters Alibaba vs. JD.com: A Deep Dive Business Models Share of China’s E-Commerce Market Revenue Growth Profitability Internally Developed Technologies: Growth Drivers JD.com’s Logistics Development: In Detail Alibaba’s Logistics Development: In Detail New Retail Where Are the Two Companies Heading? What We Think Implications for Brands/Retailers Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to KnowFinancial Sentiment Recovers; Tariff Pessimism Improves; Inflationary Trade-Down Persists: US Consumer Survey InsightsAnalyst Corner: US Consumer Sentiment Varies by Age and Income—Uncovering Demographic Trends, with Aditya KaushikNRF 2025: Retail’s Big Show—Top 10 Tech Themes, from Computer Vision and RFID to AI-Powered Associate Devices
