3 6 Ke·2025-04-28 10:35Core Viewpoint - The ongoing subsidy war between JD.com and Meituan in the food delivery market may leave Ele.me as a potential loser, as it appears to be less active in this competitive landscape [1][11]. Group 1: Consumer Insights - Consumers have noted that Ele.me has lost its price advantage compared to JD.com and Meituan, leading to decreased usage of the platform [2][5]. - A consumer highlighted that while Ele.me was previously chosen for its lower prices, recent membership reforms by Meituan have diminished Ele.me's competitive edge [4][5]. - The perception among consumers is that Ele.me's lack of aggressive promotional activities has resulted in a decline in its attractiveness [5][10]. Group 2: Rider Perspectives - Riders have expressed dissatisfaction with Ele.me's compensation structure, stating that the pay per delivery is lower than that of competitors like Meituan [6][7]. - Some riders have switched to JD.com due to better pay and more favorable working conditions, indicating a potential talent drain from Ele.me [6][8]. - Despite the competitive pressure, some riders reported that Ele.me's order volume has remained stable, although they suspect that the number of riders leaving the platform may exceed the decline in order volume [8]. Group 3: Merchant Feedback - Merchants have reported a decline in order volume on Ele.me, attributing it to both historical issues and the recent competitive actions of JD.com and Meituan [10][11]. - A merchant with lower sales on Ele.me noted that the platform's order volume has not significantly increased even before the competition intensified, indicating ongoing challenges [10]. - Merchants have suggested that Ele.me's lack of promotional activities has contributed to its declining order volume, especially in the face of aggressive discounts from competitors [10][11]. Group 4: Strategic Responses - In response to the competitive landscape, Ele.me has initiated measures such as optimizing its subsidy policies for riders and offering free red envelopes to consumers [11][13]. - The company appears to be adopting a wait-and-see approach, potentially waiting for the subsidy war between JD.com and Meituan to subside before making more aggressive moves [13][14]. - Despite current challenges, Ele.me still maintains a significant daily order volume, suggesting that it is not yet in a critical position [14].