17 minutes

Head-to-Head in E-Commerce: Alibaba vs. JD.com

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Other Contributors:
Eliam Huang
Deep Dive

What's Inside

For 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

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