TREE NEWS update: At its 12th anniversary event, JD Supermarket reported double-digit revenue growth and a 15% year-on-year rise in users for the first half of 2026. The company added over 10 brands exceeding 100 million yuan, over 100 products exceeding 10 million, and over 1,000 products exceeding 1 million. To address rising traffic costs and price competition, JD Group VP Niu Yinghua announced four co-creation initiatives: product, user, channel, and efficiency.
JD Supermarket H1 users up 15%, unveils four co-creation moves
JD Supermarket's growth metrics signal resilience in a crowded grocery market, but the real signal is the shift toward co-creation with brands as a response to rising traffic costs and price pressure. This move suggests a strategic pivot from pure platform competition to shared operational efficiency, which could reshape how suppliers and retailers collaborate. The mention of efficiency co-creation is particularly notable, as it may indicate a focus on margin preservation over top-line expansion. Whether these initiatives translate into sustained user retention and brand loyalty, or merely serve as defensive tactics, is the key dynamic to monitor.
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