「Surpassing Meituan in just 3 months, Liu Qiangdong's strategy is ruthless...」

Liu Qiangdong is back, but he is not here to take jobs; he is here to change the dining table.

JD's food delivery service has been online for 3 months, with daily active users surpassing Meituan for the first time, 120,000 delivery riders, and 900,000 employees...

Behind this is not just a subsidy war, but a lightning-fast supply chain battle.

Liu Qiangdong:

"We are not doing food delivery to make money from it."

"What I am doing is to redefine the catering supply chain."

What he wants is not just food, but the industrial-level road network behind it—

Cold chain, delivery, merchant SaaS, ingredient procurement...

Food delivery is just a guise; the supply chain is the main task.

【Data speaks, surpassing Meituan in 3 months】

Launched in March, daily active users reached 169 million by June.

40% of food delivery users also order e-commerce products.

3,000-4,000 new riders are added daily.

Net employee growth in the second quarter is expected to exceed 180,000.

📌 In summary: Food delivery has become the cheapest "traffic acquisition method."

【Liu Qiangdong's food delivery logic】

"While others subsidize to increase GMV, I subsidize to gain private domain users."

Compared to spending money to buy traffic from Tencent and Douyin, Liu Qiangdong uses his investment to directly acquire JD user assets.

These people order food today, buy electronics tomorrow, and purchase medicine the day after...

The traffic is owned, and the lifecycle is closed-loop.

【What he really wants to fight against is platform monopoly】

"If we can divide the world into three parts, catering businesses won't have to choose one."

This battle is not just against Meituan; it's a head-on confrontation against the "platform monopoly model":

No high commission fees.

No forcing merchants to take sides.

Using JD logistics + supply chain to reduce costs for merchants.

JD is not just selling food; it's selling freedom.

【Liu Qiangdong's layout in the entire service industry】

The new channel division currently services:

✅ 1.5 million convenience stores.

✅ Layout in hotels, medical aesthetics, hospital supply chains.

✅ Comprehensive entry into the offline service industry system.

Food delivery is just the first entry point; in the future, every street-side store may be a part of JD's supply chain.

JD has been down for five years; now it is starting anew:

Reconstructing the value chain with self-operated advantages.

Food delivery feeding back into e-commerce's private domain.

Comprehensive penetration of service industry supply chains.

📌 Liu Qiangdong is betting not on the dining table, but on the commercial foundation for the next twenty years.