Latest news with #SandyXu
Business Insider
3 days ago
- Business
- Business Insider
UnitedHealth suspends outlook, Under Armour reports Q4 beat; Morning Buzz
The S&P 500 was higher near noon amid renewed optimism over a temporary trade agreement between the U.S. and China. The Dow Jones Industrial Index was the only major index in the red, as it was dragged down by UnitedHealth after news of a CEO change and a suspension of guidance amid rising medical costs. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Looking to commodities, the price of gold was fractionally higher, rebounding somewhat from recent losses. Oil prices were sharply higher again, continuing the commodity's recent rally after a dismal April. Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1. STOCK NEWS: 2. WALL STREET CALLS: Peloton (PTON) upgraded at Macquarie, here's why Monness Crespi upgraded Coinbase (COIN) with Q2 guidance looking 'conservative' Caterpillar (CAT) upgraded to Outperform from Neutral at Baird Barclays double downgraded Enphase Energy (ENPH) to Underweight from Overweight while the stock was also downgraded to Underperform at BNP Paribas Exane and BMO Capital Halozyme (HALO) and J&J (JNJ) had their ratings cut following CMS draft guidance 3. AROUND THE WEB: 5. EARNINGS/GUIDANCE: Honda (HMC) reported FY25 results and provided guidance for FY26 Y-mAbs (YMAB) reported Q1 results, with EPS and revenue beating consensus Bayer (BAYRY) reported Q1 results and confirmed its outlook for 2025 Tencent Music (TME) reported Q1 results, with Executive Chairman Cussion Pang commenting, 'Our strong first-quarter performance… underscores the successful execution of our high-quality growth strategy' (JD) reported Q1 results, with CEO Sandy Xu commenting, 'We saw a strong start to the year' INDEXES: Near midday, the Dow was down 0.36%, or 152.95, to 42,257.15, the Nasdaq was up 1.56%, or 292.34, to 19,000.69, and the S&P 500 was up 0.81%, or 47.09, to 5,891.28.
Yahoo
14-05-2025
- Business
- Yahoo
JD.com Inc (JD) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Investments
Total Revenue Growth: Up 16% year on year to RMB301 billion in Q1 2025. Non-GAAP Net Profit: Increased by 43% year on year to RMB13 billion. Net Margin: Expanded by 82 basis points to 4.2%. Gross Margin: Improved by 60 basis points to 15.9%. Electronics and Home Appliances Revenue Growth: Up 17% year on year. General Merchandise Revenue Growth: Up 15% year on year. Service Revenues Growth: Accelerated to 14% year on year. Marketplace and Marketing Revenues: Increased by 16% year on year. JD Retail Non-GAAP Operating Income: Up 38% year on year to RMB13 billion. JD Logistics Revenue Growth: Up 11% year on year. New Business Revenue Growth: Positive growth of 18% year on year. Free Cash Flow: RMB38 billion as of the end of Q1 2025. Cash and Cash Equivalents: Totaled RMB203 billion at the end of Q1 2025. Warning! GuruFocus has detected 2 Warning Sign with JD. Release Date: May 13, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Inc (NASDAQ:JD) reported a 16% year-on-year increase in total revenues for Q1 2025, showcasing robust growth across all major categories. The company achieved a 43% year-on-year increase in non-GAAP net profit, with net margin expanding to 4.2%, driven by improvements in gross margin. Inc (NASDAQ:JD) saw double-digit growth in its quarterly active customer numbers, with increased shopping frequency and notable acceleration. The company's food delivery business is rapidly growing, with daily order volumes nearing 20 million, indicating strong market demand and potential synergies with JD's core retail operations. Inc (NASDAQ:JD) is actively leveraging AI and automation technologies to enhance operational efficiency, improve user experience, and drive long-term growth across its ecosystem. Despite the positive growth, Inc (NASDAQ:JD) faces challenges in maintaining its momentum in the highly competitive food delivery market, which requires significant investment and operational enhancements. The company's new business segment reported a widened non-GAAP operating loss of RMB1.3 billion, primarily due to investments in expanding its presence in lower-tier markets. Inc (NASDAQ:JD) is still in the early stages of optimizing its food delivery operations, with ongoing system enhancements needed to improve user experience and operational efficiency. The company's free cash flow decreased to RMB38 billion from RMB61 billion in the same period last year, primarily due to cash outflows associated with the trading program and efforts to secure product supplies. Inc (NASDAQ:JD) faces pressure to balance short-term financial targets with long-term strategic investments, particularly in its food delivery and AI initiatives. Q: What is strategy for the food delivery business in the medium term, and how does it fit into the overall business ecosystem? A: Sandy Xu, CEO, explained that food delivery is a natural extension of its core retail business, aiming to provide diverse shopping experiences. The food delivery business is integrated into JD's ecosystem, creating synergies in user engagement, supply chain, and fulfillment. The focus is on enhancing user and merchant experience, scaling the business, and achieving investment ROI. aims to leverage its brand strength and logistics capabilities to address market demands effectively. Q: How has achieved growth in the general merchandise and fashion categories, and what are the plans to sustain this momentum? A: Sandy Xu, CEO, highlighted that has seen double-digit growth in general merchandise, with supermarkets and fashion categories accelerating. The company has focused on enhancing operational capabilities and user experience. For fashion, plans to expand brand selection and leverage supply chain advantages. In supermarkets, aims to utilize its efficient business model and supply chain to meet diverse user needs, driving sustainable growth. Q: Can you provide insights into AI adoption and its impact on advertising and other business segments? A: Sean Zhang, Director of Investor Relations, stated that is actively integrating AI across its operations to enhance efficiency and user experience. AI is being used to improve demand-supply matching, optimize advertising algorithms, and enhance fulfillment processes. The company is developing AI-powered tools for merchants and leveraging AI in logistics to reduce costs and improve productivity. Q: What are the key metrics and financial impacts of food delivery business? A: Sean Zhang, Director of Investor Relations, noted that food delivery business has seen rapid growth in order volume and user engagement. The company is focusing on building fundamental capabilities and enhancing user experience. While still in the early stages, the business is expected to generate synergies with JD's core retail operations, driving incremental growth and efficiency improvements. Q: How does plan to enhance shareholder returns, and what are the recent updates on share buybacks and dividends? A: Sandy Xu, CEO, reported that has repurchased approximately 80.7 million ordinary shares in 2025, representing 2.8% of outstanding shares. The company also completed a $1.44 billion dividend payout. remains committed to returning value to shareholders through dividends and buybacks while focusing on long-term growth in business scale, profitability, and cash flow. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Sign in to access your portfolio
Globe and Mail
13-05-2025
- Business
- Globe and Mail
Why JD.com Stock Topped the Market Today
Investors were certainly buying what sprawling Chinese e-commerce company (NASDAQ: JD) was advertising on Tuesday. On offer was the company's latest set of quarterly results, which beat estimates and helped push its U.S.-listed American depositary shares (ADSs) more than 3% higher in price. That compared quite favorably to the 0.7% upward crawl of the bellwether S&P 500 index. Double-digit improvements in the first quarter For its opening quarter of 2025, booked revenue of slightly over 301 billion yuan ($47 billion), which represented a nearly 16% improvement on a year-over-year basis. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The online retailer managed to post a far higher leap in profitability, with non- GAAP (adjusted) net income zooming 43% higher to 12.8 billion yuan ($1.8 billion). On a per-share basis, this figure was 8.41 yuan ($1.16) per ADS. Both key fundamentals easily topped the consensus analyst estimates. On average, the pundits tracking stock were anticipating the company would earn slightly under 291 million yuan ($40 million) in revenue, filtering down into an adjusted net-income figure of 7.09 yuan ($.98) per ADS. Sustained recovery? In the earnings release, attributed its growth to both external and internal factors. It quoted CEO Sandy Xu as saying that "Our performance was supported by improving consumer sentiment and continued enhancements to JD's supply chain capabilities and user experience." Xu also said the company benefited from growth in its overall user count too. Although Chinese economic growth isn't what it once was, performance indicates the consumer sector might be staging something of a comeback. If that continues, not only this company but numerous other retailers could very well be in a position to benefit. This might be quite the sector for investors to watch. Should you invest $1,000 in right now? Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $598,613!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $753,878!* Now, it's worth noting Stock Advisor 's total average return is922% — a market-crushing outperformance compared to169%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 12, 2025
Yahoo
13-05-2025
- Business
- Yahoo
Why JD.com Stock Topped the Market Today
The company posted its first-quarter earnings. It notched double-digit increases in revenue and profitability, and topped analyst estimates for both. 10 stocks we like better than › Investors were certainly buying what sprawling Chinese e-commerce company (NASDAQ: JD) was advertising on Tuesday. On offer was the company's latest set of quarterly results, which beat estimates and helped push its U.S.-listed American depositary shares (ADSs) more than 3% higher in price. That compared quite favorably to the 0.7% upward crawl of the bellwether S&P 500 index. For its opening quarter of 2025, booked revenue of slightly over 301 billion yuan ($47 billion), which represented a nearly 16% improvement on a year-over-year basis. The online retailer managed to post a far higher leap in profitability, with non-GAAP (adjusted) net income zooming 43% higher to 12.8 billion yuan ($1.8 billion). On a per-share basis, this figure was 8.41 yuan ($1.16) per ADS. Both key fundamentals easily topped the consensus analyst estimates. On average, the pundits tracking stock were anticipating the company would earn slightly under 291 million yuan ($40 million) in revenue, filtering down into an adjusted net-income figure of 7.09 yuan ($.98) per ADS. In the earnings release, attributed its growth to both external and internal factors. It quoted CEO Sandy Xu as saying that "Our performance was supported by improving consumer sentiment and continued enhancements to JD's supply chain capabilities and user experience." Xu also said the company benefited from growth in its overall user count too. Although Chinese economic growth isn't what it once was, performance indicates the consumer sector might be staging something of a comeback. If that continues, not only this company but numerous other retailers could very well be in a position to benefit. This might be quite the sector for investors to watch. Before you buy stock in consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $598,613!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $753,878!* Now, it's worth noting Stock Advisor's total average return is 922% — a market-crushing outperformance compared to 169% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 12, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends The Motley Fool has a disclosure policy. Why Stock Topped the Market Today was originally published by The Motley Fool
Yahoo
13-05-2025
- Business
- Yahoo
JD.com Grows Fastest Since 2022 After Advancing Against Meituan
(Bloomberg) -- Inc.'s revenue grew at its fastest pace in three years after stimulus measures from Beijing and an aggressive drive to compete with Meituan in food delivery helped revitalize consumer spending. A New Central Park Amenity, Tailored to Its East Harlem Neighbors What's Behind the Rise in Serious Injuries on New York City's Streets? NYC Warns of 17% Drop in Foreign Tourists Due to Trump Policies LA Mayor Credits Trump on Fire Aid, Stays Wary on Immigration Lawsuit Challenges Trump Administration Policy on Migrant Children Its shares swung between gains and losses in pre-market US trading after the company reported a 16% rise in sales to 301.1 billion yuan ($42 billion) for the March quarter. JD is now handling close to 20 million food orders daily, executives said Tuesday, surging from just a month ago and already about a fifth of Meituan's 2024 peak of about 98 million. That rapid expansion underscores concerns about JD's entry into a hyper-competitive — and low-margin — arena dominated by Meituan. Since joining the field this year, JD has introduced coupons to attract new users. In April, it vowed to recruit 100,000 full-time riders over three months. Losses doubled in its new business segment in the quarter, reflecting that outlay. Still, improving consumer spending on big-ticket items such as electronics drove a 53% leap in overall net income. On Tuesday, China's market watchdog disclosed it had recently summoned executives from Meituan, JD and Alibaba Group Holding Ltd. to deliver a warning about unruly competition. 'Food delivery is a natural extension of our retail business,' Chief Executive Officer Sandy Xu told analysts, reiterating the company's stance. 'China's food delivery market is big and has room for multiple platforms.' JD's overall business has held up well despite growing concerns about the fallout from global trade tensions on a rickety Chinese economy. Beijing this year has doled out purchase or trade-in subsidies on products from appliances to smartphones and cars, aiming to revitalize anemic consumption. The subsidies, which began last year, have proven popular with belt-tightening consumers looking for bargains. In May, policymakers announced a slew of new stimulus measures including monetary policy easing, seeking to counter the potential fallout from a global trade war. Progress in trade talks between Beijing and Washington could also ease some of the pressure. What Bloomberg Intelligence Says narrower 1Q adjusted operating profit beat vs. consensus estimates for retail and new businesses, which exceeded projections by 17%, down from 18% in the prior four quarters, heightens the risk that the firm will struggle to deliver stronger-than-expected earnings of the same magnitude as it spends more to expand into food delivery and grab share from incumbents. Such expenditures already doubled 1Q losses from new businesses vs. a year earlier to surpass 37% of market estimates. - Catherine Lim and Trini Tan, analysts Click here for the research. Net income jumped to 10.9 billion yuan in the first quarter. That's even as losses from new initiatives soared to 1.3 billion yuan from just 670 million yuan a year ago. Investors have called JD's investment into food delivery 'unsustainable,' and worried that the battle with Meituan will hurt earnings — long a focus for a company accustomed to competing with aggressive rivals such as PDD Holdings Inc. and Alibaba. JPMorgan Chase & Co. estimated that, at the current scale, the business could generate up to 18 billion yuan in annualized losses, wiping out 36% of its parent's operating profit for 2025. --With assistance from Charlotte Yang and Vlad Savov. The Recession Chatter Is Getting Louder. Watch These Metrics US Border Towns Are Being Ravaged by Canada's Furious Boycott Two Million Meat Sticks a Day Isn't Enough for Chomps' CEO Maybe AI Slop Is Killing the Internet, After All With the New York Liberty, Clara Wu Tsai Aims for the First $1 Billion Women's Sports Franchise ©2025 Bloomberg L.P.
