During JD.com's Q1 2026 earnings call, CFO Shan Su stated that the food delivery business will ultimately achieve profitability. JD.com's food delivery is not an independent business; it is accelerating the release of synergistic value, driving healthy growth in overall traffic and users. In Q1, JD.com's food delivery business achieved its largest sequential reduction in losses since its inception. With operational improvements and the refinement of its advertising system, commissions and ad revenue from food delivery nearly doubled sequentially.
