Liu Qiangdong is leaving behind some brothers?

Calling out brothers, now, are you going to drive them off the ship?

Recently, the first financial article said that Jingdong Logistics has begun small-scale layoffs, and the layoffs are the "brothers" that Liu Qiangdong valued very much in the past.

The company organization is large, bloated and inefficient, and it is understandable to optimize it moderately. But do it decently and don't let the brothers lose their jobs and chill their hearts.

Year-end layoffs

Most of the time, all kinds of rumors about Internet giants have been confirmed to be true.

Recently, there has been news that JD.com is making personnel adjustments to a number of business lines. However, relevant people on JD.com denied the above statements, saying that the company has no such plans and is still recruiting employees.

However, not long ago, Liu Qiangdong's small essay on the company's intranet has largely reflected Dongge's dissatisfaction with the current development status of JD.com.

Previously, a JD operator published a long article on the intranet, detailing the company's problems: such as the complex promotion mechanism, the platform promotion needs to plan the rhythm and intensity in advance, the platform ecology needs to give more support to pop merchants, and the low-price mentality needs everyone to implement it in place and implement it to the end.

This article attracted Liu Qiangdong's attention, and he "shook and typed" in the car and wrote a small composition, affirming that this "brother" dared to speak up, "Every sentence points to the company's pain points, which are all real problems, and they must be changed." Otherwise we have no way out. ”

"There are so many problems, of course, because of my mismanagement. As the boss of the company, Liu Qiangdong takes the responsibility on himself, which is the attitude he should have. He then pointed out that the company's organization is large, bloated and inefficient, and it takes time to change.

The boss has spoken like this, and the people below will naturally have to solve the problem in a targeted manner.

On December 24, the authoritative media Yicai issued an article saying that since the end of November, JD Logistics has started small-scale layoffs, involving employees in multiple regions and positions. Because of the issue of resignation benefits such as compensation, the relationship between the employee and the company is not pleasant.

Regarding the issue of layoffs, JD Logistics has not made a positive response to this for the time being.

According to a person who worked in Jingdong Logistics, the company's layoffs "are not new, they have been intermittent." ”

However, judging from the financial report data, in the first half of this year, Jingdong Logistics was still in a state of increase. As of the end of June this year, the total number of employees of the company was 432,000, a net increase of 42,000 from 390,000 at the beginning of the year. The number of employees in operations, sales and marketing, R&D and other functions has increased, among which the number of operation personnel, including the courier brother, has increased the most, from 370,800 to 411,300, and only the number of general administrative staff has decreased by 190.

Don't want to make a profit brother?

In 2007, when JD.com decided to build its own logistics, the outside world was very puzzled. After all, for an e-commerce platform, especially JD.com, which is in the stage of burning money, this investment is too heavy.

In the face of huge internal and external controversy, Liu Qiangdong tried his best to defy public opinion and make a desperate bet.

When JD Logistics used its services to prop up JD's efficiency and reputation, those who had questioned Liu Qiangdong finally shut up. It can be arbitrarily said that JD has been able to fight its way out of the e-commerce melee and become an important pole of China's Internet, and JD Logistics has made great contributions.

Unlike the general express delivery companies that outsource the "courier brother", JD.com's couriers are all regular employees who purchase five insurances and one housing fund from JD.com, and they are all "brothers" in Liu Qiangdong's mouth.

Once, Liu Qiangdong incarnated as a courier brother many times, personally riding an electric donkey to deliver goods, in order to experience the hardships of terminal delivery personnel.

JD.com Logistics lived up to Liu Qiangdong's hopes, and in May 2021, it was listed separately on the main board of the Hong Kong Stock Exchange, becoming the second listed company under JD.com's spin-off strategy.

JD Logistics was born out of JD.com, but whether it can expand third-party business is the key to whether the company can become bigger.

In 2022, JD Logistics will achieve revenue of 137.402 billion yuan, a year-on-year increase of 31.2%, of which the revenue from JD Group will be 48.261 billion yuan, accounting for 35.1%, and the third-party revenue will be 89.141 billion yuan, accounting for 64.9%. This brilliant achievement is not only the company's own credit, but also the assistance of capital. In 2022, JD Logistics will invest 10 billion yuan to win the control of Debang shares and include it in the scope of consolidated statements. From July 26 to December 31, 2022 alone, Deppon contributed 14.4 billion yuan in revenue to JD Logistics.

Despite the growing scale, JD Logistics' profitability has never been solved. From 2018 to 2022, the cumulative loss of the company's net profit attributable to the parent company reached 26.37 billion yuan. In the first half of this year, the loss narrowed to -637 million yuan.

However, in Q2 and Q3 this year, the company's performance showed great signs of improvement, achieving profits of 508 million yuan and 454 million yuan respectively during the period.

But Liu Qiangdong can't just stare at JD Logistics, but grasp the entire JD.

Standing higher, he could sense the cold wind better.

Xu Ran, CEO of JD.com Group, who has a financial background, said in the company's recent financial report that JD.com's profit level has reached a record high. But what she didn't say was that revenue growth had almost stagnated, almost hitting an all-time low.

At this time, did Liu Qiangdong decide to leave some of his brothers behind?

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