JD.com Waimai One-Year Anniversary: Market Share Over 15%, Over 240 Million Ordering Users, Fully Launching Seven Fresh Kitchen

Securities Times Reporter Wu Shun

According to official information from JD.com, its food delivery business has been officially launched for over a year. On February 28, in a public letter released by JD Food Delivery, the company reviewed key milestones from the past year, disclosed core data such as a current market share exceeding 15%, and outlined future plans. These include expanding to in-store pickup and group buying businesses by 2026, with a focus on the Seven Fresh Kitchen, and setting a goal for JD Food Delivery to achieve over 30% market share by 2026.

The public letter revealed that over the past year, JD Food Delivery has taken significant actions to establish quality standards, rejecting up to one million “black” delivery stores that do not meet standards, and actively promoting industry-wide food safety and quality standardization. In 2025, it processed over 240 million orders and held more than 15% of the delivery market share. On the merchant side, from the launch of the “Zero Commission Recruitment” in 2025 to a long-term policy of no more than 5% commission, the aim is to reduce operating costs for merchants and encourage them to invest more resources into improving their dishes. Regarding rider protection, JD pays social insurance and housing funds for all full-time delivery riders. Over the past year, it attracted 150,000 full-time riders and plans to invest 22 billion yuan over the next five years to improve facilities and protections for frontline employees like riders.

Looking ahead, JD states it will extend from “food delivery” to a broader “catering” multi-scenario ecosystem. By 2026, it will vigorously develop the innovative model of Seven Fresh Kitchen, aiming to complete deployment in all first- and second-tier cities by the end of 2026. Official data shows that after three months of opening, a single Seven Fresh Kitchen store averages over 500 orders per day and drives traffic and growth in surrounding restaurants. As the expansion accelerates, JD hopes to reach a 30% share of the food delivery market by 2026.

Meanwhile, the public letter announced that by 2026, JD Food Delivery will expand nationwide to include in-store pickup and group buying services, initially covering one million quality restaurants to attract customers and increase store revenue.

After one year of operation, JD Food Delivery has established a foothold in the competitive market with its clear “quality” branding and differentiated investments such as reducing merchant commissions and providing social insurance and housing funds for riders. Whether it can successfully replicate the “JD model,” known for supply chain and fulfillment strengths, across the entire catering scene to build a solid ecological moat, may be key to moving from “being on the table” to “leading the game.”