Services Outgrew Goods This Double 11

JD booked more than 300 million service orders, with housekeeping up over 550% and pet-hair removal up 46 times.

JD.com reported on 12 November 2026 that the 2026 Double 11 cycle produced more than 300 million service orders and more than 50 million AI product units, with new shoppers placing an average of six orders. Growth was concentrated in services rather than goods: housekeeping multi-use cleaning cards rose over 550%, pet-hair removal 46 times, range-hood cleaning over 250%, refrigerator cleaning nearly six times, and moving orders close to 300% with coverage stretching to 12 cities. The commercial read is that the discount lever is weakening while fulfilment capacity becomes the differentiator, which shifts competition from assortment breadth to whether a platform can actually deliver a person to your door.