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Catherine Lim
Bloomberg Intelligence
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Catherine Lim (Bloomberg Intelligence) says JD.com's bullish second-half and 2027 guidance rests on a 'cost mirage' of easier comps and calmer food-delivery competition, so its sustainability into 2027 is anybody's bet.
But a lot of it is what I would call like a cost mirage because, you know, we have a significantly calmer food delivery operating landscape, easier year on year coms
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