JD.com can threaten Alibaba's revenue growth because:
- Alibaba has low share in China's B2C e-commerce market where JD.com is strong
- B2C segment is growing faster than C2C segment
Appendix: Buyer Coverage implies percentage of China's online shoppers buying on Alibaba's e-commerce sites.
Notes:
1) The purpose of these analyses is to help readers focus on a few important things. We hope such lean communication sparks thinking, and encourages readers to comment and ask questions on the comment section, or email content@trefis.com
2) Figures mentioned are approximate values to help our readers remember the key concepts more intuitively. For precise figures, please refer to our complete analysis for Johnson & Johnson
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
