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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
JD Logistics
JD Logistics (2618) investor relations material
JD Logistics Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary12 May, 2026
Executive summary
Revenue grew 29.0% year-over-year to RMB60.6 billion for Q1 2026, driven by both integrated supply chain and other customer segments.
Net profit increased 41.6% year-over-year to RMB864.6 million, with non-IFRS profit up 40.1% to RMB1.05 billion.
Significant expansion in European operations, including the launch of JoyExpress and the “211” time-definite delivery service.
Continued investment in technology, highlighted by the upgraded “LangzuTech Packer” robotic arm and global deployment of logistics robots.
Financial highlights
Gross profit rose 42.6% year-over-year to RMB4.83 billion, with gross margin improving to 8.0% from 7.2%.
Non-IFRS EBITDA increased 22.3% to RMB4.59 billion, with a margin of 7.6%.
Cost of revenue increased 27.9% to RMB55.8 billion, in line with revenue growth.
Employee benefit expenses for operational staff rose 34.0% to RMB22.5 billion.
Free cash outflow was RMB2.8 billion, compared to RMB2.2 billion in Q1 2025.
Outlook and guidance
Focus remains on expanding integrated supply chain solutions and enhancing global logistics capabilities.
Ongoing commitment to technology innovation and operational efficiency.
Explain third-party on-demand delivery transition
Share trust impact on new share issuance
LangzuTech Packer reinforcement learning benefits
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Next JD Logistics earnings date
Q2 202613 Aug, 2026
JD Logistics
Next JD Logistics earnings date
Q2 202613 Aug, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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