JD.com / 京东
No.200 电商三国之群雄逐鹿:腰挂公章、持剑拒签,以及 108 种死法 uses JD.com as one of the surviving “winner” platforms against which failed or acquired ecommerce companies are compared. The episode says 当当 / Dangdang’s book-retail advantage was weakened once JD expanded categories, while later businesses such as 一号店 / Yihaodian, 苏宁 / Suning, and community-group-buying entrants had to compete against JD’s logistics, category breadth, and platform credibility.
Vol.270 大食代留在了它的时代 adds JD.com to the source-scoped platform canteen discussion. The episode names JD alongside Meituan as platforms experimenting with food-court-like or canteen-like spaces that can compete with older property-based food cities.
Vans、匡威风光不再,经典帆布鞋为什么卖不动了? adds a current operating update. The source says JD.com’s latest second-quarter revenue declined by nearly 3%, described as its first negative growth since listing, while net profit rose nearly 15% because higher-margin platform and advertising revenue improved the mix; it also says new-business spending was shifting away from food delivery toward international business.
Connections
- Taobao and Pinduoduo — other major surviving ecommerce platforms in the episode’s reference frame.
- 京东健康 and Pharmaceutical Ecommerce — existing wiki branch where JD’s logistics and platform model also matter.
- Ecommerce Fulfillment Complexity — operational layer where JD is treated as a benchmark rather than a failure case.
- Platform Subsidy Scale Economics / 平台补贴规模经济 and Instant Retail - source-adjacent frames for food-delivery spending and retail demand cycles.
- Platform Canteen / 平台食堂, 美团浣熊食堂 / Meituan Huanxiong Shitang, and Instant Retail - platform-led foodservice extension added by the 大食代 source.