Qi Lu Wan Bao·2025-04-22 03:04Core Viewpoint - The ongoing conflict between JD.com and Meituan in the food delivery market highlights the competitive dynamics and potential regulatory implications of the "choose one" strategy, which may reshape the industry landscape [1][3][4]. Group 1: Company Actions - JD.com accused competitors of enforcing a "choose one" policy that restricts delivery riders from accepting orders from its platform, leading to delays in order fulfillment and poor user experience [3][4]. - In response, JD.com announced several measures to support delivery riders, including not forcing part-time riders into a "choose one" situation, prioritizing work assignments for all riders, and planning to recruit 100,000 full-time riders over the next three months [3][4]. - JD.com also apologized to consumers for order delays and promised to waive fees for any orders that exceed a 20-minute delay [4]. Group 2: Competitive Dynamics - Meituan responded to JD.com's accusations by denying any restrictions on riders working for multiple platforms and attributing order delays to JD.com's own operational issues [4][7]. - The rivalry has prompted both companies to enhance their offerings, with JD.com implementing various initiatives aimed at improving rider welfare and service quality, while Meituan announced plans to start providing social insurance for full-time and stable part-time riders by Q2 2025 [6][7]. Group 3: Industry Implications - The conflict between JD.com and Meituan is expected to drive the food delivery industry towards more standardized practices and improved service quality, regardless of the immediate outcome of their rivalry [8]. - The entry of JD.com into the market has created more options for riders, merchants, and consumers, potentially benefiting the overall ecosystem [6].