JD Group CEO Xu Ran talks about the delivery business: Faced with intense competition in the industry, we maintain a relatively rational attitude.

At the performance release conference of JD in the third quarter of 2025, JD Group CEO Xu Ran mentioned the food delivery business, saying, "Whether it is food delivery or instant retail, it is equally a long-term strategy for us. Our goal is still to promote the healthy development of the business and maintain sustainable growth. Therefore, in the past few months, we have been focusing on continuously optimizing internal operational efficiency. In the just concluded third quarter, facing the fierce competition in the industry, we have remained relatively rational. Currently, the overall business is still in the first stage of strategic layout. Our goal is to have a good user awareness and market share in the high-quality food delivery field."