电子商务行业品牌企业京东调研分析报告

-

-
(non-gaap)
8.50% 8.30% 8.10% 7.90% 7.70% 7.50% 7.30% 7.10% 6.90% 6.70% 6.50%
7.05% 2017
7.47% 2018
8.33% 2019



-10.00 (9)
-20.00
2
A
-
30.00% 27.61%
25.00%
23.61% 23.16% 23.50% 21.59% 21.49%
20.00%
14.61%
18.48%
18.57%
17.01%
15.31%
15.00% 10.00%
11.79% 9.57%
5.00%
4.38% 2.88% 2.39%
2.00%
0.00% 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4


-


7.00% 6.00% 5.00% 4.00%
6.26%
3.28%
3.67%
3.67%
5.53%
4.75%
3.00%
4.71% 3.64%
Ø2 Q
5
7
59
2 / 21 4
2 0
45
3 2
4
1 7
%


-


12.00% 10.00%
8.00%
9.82% 9.61% 8.36% 8.48%
9.19%
7.32% 6.69% 7.12%
6.00% 4.00%
3.15% 4.01% 3.60% 4.44% 2.97% 3.66% 3.14% 4.69%
2.00% 1.00% 0.67% 0.61% 0.78% 0.60% 0.80% 0.56% 0.61% 0.57%
0.00% 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4


-


9.00% 8.47% 8.00%

1800 1600 1400 1200 1000
800 600
1,001 619
1,223 809
1,048 851
1,348 1,173 1,211 935
1,503
1,710,7615
1,348
1,149 1,190
400
200
0 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4
.
Q + 2 45


94.00%

92.00% 90.00% 88.00% 86.00% 84.00%
91.38%
90.35%
89.62%
89.73% 89.17%
87.69%
88.84%
88.14%
86.62%
87.71% 87.68%
85.50% 85.12%
0.00%
10.00%
26.59%
37.67%
28.71% 22.89% 20.93%
Fra Baidu bibliotek
39.78% 42.02%
50.97%
22.39%
41.25%
25.10%
54.47%
31.21%
61.25%
31.36%
60.53%
20.00% 30.00% 40.00% 50.00% 60.00% 70.00%

Ø
) +
$
! )
' )
)


3C )
…
)
! ) +
1
2019
.-( CEO
#*/
"
"



%

&
! ,Matrix


2.00
1.00
0.00 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4


2
C
-
40.00
37
35
30.00 20.00 10.00
0.00
24 25
9
12
0
28
18
20
19
18
11 13
5
2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4
电子商务行业品牌企业京东调研分析报告
A
Ø
1
Ø0
0
2
Ø
C
Ø
Q9


2
-
8.00 7.00
6.36 6.54 6.74 6.93 7.11
6.00 5.52 5.76 6.01
5.00
4.00 3.02
3.00
3.14
3.05
3.05
3.11
3.21
3.34
3.62
7.56% 7.81% 7.84%
7.00%
6.18% 6.21%
6.00% 5.00%
5.04%
4.60%
4.00% 3.00% 2.00%
2.21%
2.02%
2.94%
2.32%
2.86%
2.22%
2.36%
1.87%
1.00%
0.00% 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4



Ø
ØC
"!

CEO before
CEO after

Ø
Ø
O



# CEO
A

B
E

C
…… 10%




Ø
8
I
K
P
P
2018
0.00% 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4


2
10 9
30,000 25,000 20,000 15,000 10,000
5,000 0 Jan-19Feb-19Mar-19 Apr-19May-19 Jun-19 Jul-19Aug-19Sep-19 Oct-19Nov-19Dec-19 Jan-20Feb-20
84.38%
85.05%
82.81%
82.00%
80.00%
78.00% 2018Q1 2018Q2 2018Q3 2018Q4 2019Q1 2019Q2 2019Q3 2019Q4
.
Q+
68
1
2


2019Q4 2019Q3 2019Q2 2019Q1 2018Q4 2018Q3 2018Q2 2018Q1