$JD.com(JD)$ This situation fe

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$JD.com(JD)$ This situation feels like the result of problems building up over time, and now they’re coming to a head. It’s like the first domino has fallen. JD’s market share will likely be chipped away by competitors bit by bit, and their heavy assets are starting to look more like a burden. It’s hard not to draw parallels with the fates of Gome and Suning. In a highly competitive environment, if you’re not moving forward, you’re falling behind. The weight of inefficiency could drag JD down unless they make some serious changes.

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