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JD

3 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 28, 2022 by Kathy Xu · across every show →

Everything said about JD, oldest first

Mar 28, 2022
Assertion Not checkable as stated
Xu: 80% of early JD customer complaints stemmed from poor courier delivery
“Like, 80% of customer complaint come from one thing and one thing only. So they didn't trade our parcel nicely. They're very late. So Richard decided to build the distribution center himself.”
Kathy Xu Mar 28, 2022 ▶ 30:22 Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Mar 28, 2022 positive
Opinion
Xu: JD moved ahead of Amazon by building proprietary distribution centers
“He's doing e-commerce, but he's one step ahead than Amazon, because when JD started the business, when we give him the money, he did two things. Number one, he expand the category. Number two, he build the distribution center. Amazon didn't have distribution c…”
Kathy Xu Mar 28, 2022 ▶ 29:55 Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Mar 28, 2022
Insight
Xu: Consumer subsidies fail to build e-commerce loyalty against supply chain excellence
“You burn so much money used for subsidy to the customer. Do you think the customer is going to be royal to you? Of course not. They will choose whoever is the cheaper, better. So at the end of the day, it's a competition of supply chain, competition of logisti…”
Kathy Xu Mar 28, 2022 ▶ 43:14 Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
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