All Teams: 3
SF Express
Shenzhen · est. 1993
Functioning as the FedEx of China, SF Express explicitly rejects the cheap gig economy franchise model, operating a massive proprietary air fleet to maintain an absolute monopoly on premium, time definite business and luxury deliveries.
Cainiao
Hangzhou · est. 2013
Acting as the digital brain for Alibaba's physical empire, Cainiao is an asset light data network that orchestrates thousands of third party delivery companies to fulfill billions of packages globally with Flexport level visibility.
JD Logistics
Beijing · est. 2007
The exact structural equivalent of Fulfillment by Amazon (FBA), JD Logistics operates a massive, capital intensive network of fully automated dark warehouses that guarantees same day delivery to practically anywhere in China.
Scoreboard
Play Styles
Rivalries
Watchlist
SF Express
$39BFY2024With domestic e commerce volume saturating, SF Express is utilizing its massive new Ezhou cargo hub to aggressively expand into global B2B supply chain management, attempting to challenge DHL and UPS on international routes.
Cainiao
$13.7BFY2024Alibaba dramatically cancelled Cainiao's planned Hong Kong IPO in 2024, opting instead to buy out minority shareholders and fully integrate the logistics network back into its core e commerce business to aggressively fight Temu and Shein in the cross border logistics war.
JD Logistics
$25.1BFY2024After years of heavy capital expenditure dragging down JD.com's overall margins, JD Logistics has successfully scaled past its breakeven point. It is now highly profitable and serves as the ultimate physical moat protecting JD's retail business from algorithmic discounters like Pinduoduo.