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Chronicles

The story behind the story

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JD.com says founder and CEO Richard Liu will step back from day-to-day operations to focus on long-term strategy and names its first president

Liza Lin / Wall Street Journal : Source: JD.Com, Inc. .

Wall Street Journal Liza Lin

Context & Ripple Effects

JD.com is separating formal operating management from its founder’s strategic role by creating a president position. The move became the first stage of a broader transition when Liu later relinquished the CEO title to President Xu Lei.

Related coverage complicates any simple succession reading: Liu was reported to remain the company’s undisputed decision maker after leaving frontline roles, and later to have quietly led JD.com from overseas.

First-order effects

  • JD.com’s first president takes on a newly formalized operating role, while Richard Liu redirects his stated remit toward long-term strategy.
  • JD.com gains a clearer management layer beneath its founder, giving employees and counterparties a defined executive office for day-to-day decisions.

Second-order effects

  • The new structure establishes a succession path that JD.com later uses for Liu’s CEO departure, elevating President Xu Lei rather than requiring an outside replacement.
  • Because related reporting indicates Liu retained decisive influence, the president role must execute alongside continued founder oversight rather than replace it outright.

Third-order effects

  • JD.com’s governance model points toward a split between professional operating titles and enduring founder control, with formal succession not necessarily transferring practical authority.
  • As Liu later described JD.com’s recent period as its “darkest period”, that split leaves the company’s long-term strategy closely tied to the founder even as operational accountability is delegated.

The trend: JD.com is moving toward professionalized executive management while preserving founder-led strategic control.

Discussion

  • @jd_corporate @jd_corporate on x
    JD is pleased to announce the appointment of Lei Xu as President of https://jd.com/; he will lead day-to-day operations. Richard Liu, Chairman & CEO, will devote more time to the company's longer-term strategies, mentorship & rural revitalization https://ir.jd.com/...
  • @alecstapp Alec Stapp on x
    The recent wave of resignations by Chinese tech founders is astonishing https://twitter.com/...