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JD.com Stock Slides Despite Massive Quarterly Revenue Growth

Published 08/13/2017, 10:12 PM
Updated 07/09/2023, 06:31 AM
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Shares of China’s JD.com (NASDAQ:JD) slid more than 2.2% in pre-market trading Monday after the company reported its second-quarter earnings results. Despite impressive revenue growth, JD looks to be getting punished for increased spending and a wider net loss.

In the second quarter, China’s second-largest e-commerce firm reported revenue of 93.2 billion yuan ($13.98 billion), which marked growth of nearly 44% year-over-year and cruised past our consensus estimate of $13.14 billion.

However, the country’s only major rival to Alibaba (NYSE:BABA) reported net loss attributable to shareholders of 496.4 million yuan ($74.43 million), up significantly from 252.3 million yuan in the prior-year period.

JD’s loss widened on the back of higher marketing expenses, which climbed 63% to 4.1 billion yuan—primarily due to sales events in the month of June.

These results come at an integral moment for the company as JD looks to simultaneously expand into Southeast Asia and fend off competition at home. Management is planning to begin direct sales in Thailand by the end of the year, and the company recently expanded its partnership with Walmart (NYSE:WMT) to include more same-day delivery options.

JD now expects third-quarter revenue to fall in the range of 81.8 billion yuan ($12.27 billion) to 84.2 billion yuan ($12.63 billion). These figures would represent year-over-year growth of 36-40% and are well ahead of our current consensus estimate of $11.76 billion.

The company also detailed the recent spin-off of its JD Finance subsidiary—a move that analysts expect will help improve its operating margin in the long run. JD Finance is now a fully Chinese-owned entity, which should give it better regulatory flexibility.

For now, JD remains a Zacks Rank #3 (Hold) and sports “A” grades for Growth and VGM in our Style Scores system. Rival Alibaba, a Zacks Rank #2 (Buy) stock, is expected to report its latest quarterly results on Thursday.

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