JD.com Supply Chain Unit Raises $383M for AI Investment

Your Personal Navigator in the Ever-Evolving World of Food Delivery

Week 09/12/2025

Your Personal Navigator in the Ever-Evolving World of Food Delivery

Week 09/12/2025

The delivery world never stands still. This week, we’ve cut through the noise to bring you the insights that directly impact your operations.

At a Glance: Your 3-Second Summary

Agility Over Automation: Fulfillment is pivoting away from capital-heavy mega-warehouses toward faster, store-centric models for profitability.
Data is the New Revenue: E-commerce leaders are monetizing first-party data via high-margin Retail Media networks.
AI is the Next Capital Magnet: AI is driving record sales and attracting massive investment to optimize core logistics and supply chain efficiency.

Boolanga Spotlight

One Word to Describe Boolanga: Excitement

Our Partnerships Lead, Peter, has one word to describe Boolanga: Excitement. That excitement comes from knowing we can solve the toughest problem Delivery Operations Managers face: the messy, capital-draining complexity of global gear management. For eight years, we’ve focused on one thing: providing the Global Food Delivery Rider Gear Ecosystem. This means:

•Problem Solved: Procurement headaches and tied-up capital.

•The Result: Predictable stock, cost-to-value, and reduced risk.

We help leaders like Uber Eats and Bolt Food simplify their supply chain. Ready to see how we channel that excitement into your operation?

Contact us

📬 What’s New at Boolanga

What’s Happening & Why it Matters

Kroger Dumps 3 Ocado Group Mega-CFCs for $350M

Kroger is shutting down three large robotic CFCs, paying Ocado a $350 million fee after they failed financially. The costly era of hyper-centralized automation is over; agile, store-centric fulfillment is the new standard for unit economics.

Black Friday E-Commerce Hits Record $11.8B, Fueled by AI

Black Friday online sales hit a record $11.8 billion, fueled by an 800%+ surge in AI-driven traffic. AI is a massive, quantifiable revenue driver, requiring mandatory investment in smart shopping tools.

Ocado Ads Launches Full-Funnel Retail Media with Epsilon

Ocado Ads partnered with Epsilon to use proprietary grocery data for precise off-site targeting.Platforms are monetizing first-party data through high-margin retail media networks for unified ad attribution.

JD.com Supply Chain Unit Raises $383M for AI Investment

JD.com‘s supply-chain unit raised $383 million in its IPO, earmarking funds for enhancing capabilities and investing in AI tech. Capital is pouring into logistics, specifically targeting AI to generate crucial cost efficiencies and strategic advantages in the last mile.

The Final Word

The market is making a ruthless pivot. Costly, capital-intensive bets are being dismantled (Kroger’s $350M lesson), while high-margin digital assets (Retail Media) and AI-driven efficiency are drawing all the new capital. Profitability is the only metric that matters, demanding operational managers choose agility over brute-force scale.