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美团王兴:低于成本的促销不可持续,极速扩张会带来系统宕机
Xin Lang Ke Ji·2025-06-10 03:47

Core Viewpoint - Meituan firmly opposes the phenomenon of "involution" in the food delivery industry, emphasizing the need for healthy competition rather than unsustainable price wars [1][2] Group 1: Industry Competition - The current competition landscape in the food delivery market is characterized by rapid growth in order volume, largely driven by low-price subsidies leading to lower average order values [1] - The company acknowledges that while competition is normal, it must be healthy and conducive to industry development, rather than leading to ineffective internal competition [1][2] Group 2: Sustainability of Promotions - Promotions below cost are deemed unsustainable for both platforms and merchants, negatively impacting long-term industry health [2] - The rapid expansion and unstable order volumes can lead to system failures, affecting consumer experience through lower delivery punctuality and higher refund rates [2] Group 3: Industry Development Stage - The food delivery industry has evolved over the past decade, and it is now at a stage where healthy development should be prioritized over aggressive promotional tactics [2] - The company believes that a new wave of large-scale promotions at below-cost prices would be detrimental to the long-term health of the industry [2]