“美团优选关闭”冲上热搜 公司回应称“局部调整”

Core Viewpoint - Meituan is undergoing significant adjustments to its Meituan Youxuan business, focusing on profitable regions and exploring new retail models while exiting loss-making areas [1][2][5] Group 1: Business Adjustments - Meituan Youxuan has announced a business adjustment, suspending operations in certain loss-making regions while maintaining normal operations in Guangdong, Fujian, and Zhejiang [1] - The company aims to concentrate resources on advantageous areas and explore new community retail formats, including a "next-day delivery + self-pickup" model [1][6] - Reports indicate that many employees from Meituan Youxuan are transitioning to a new offline project called "N Project," which focuses on offline store operations [1] Group 2: Financial Performance - Meituan's community e-commerce model, Meituan Youxuan, has expanded to cover over 90% of cities and counties in China, with more than 2,000 locations [2] - The losses for Meituan Youxuan have been gradually narrowing, with the new business operating loss reduced to 7.3 billion yuan in 2024, down 63.9% from 20.166 billion yuan in the previous year [6] - The operating loss rate improved from 28.9% to 8.3%, indicating enhanced operational efficiency [6][7] Group 3: Market Challenges - The primary reasons for Meituan Youxuan's losses include lower-than-expected growth and intense competition, making it difficult to raise product prices and reduce subsidies [5] - The community group buying market is proving to be less promising than initially anticipated, leading to a strategic shift in Meituan's approach [5] Group 4: Future Strategies - Meituan plans to expand its instant retail business significantly, following the launch of its instant retail brand "Meituan Shangu" and the expansion of "Xiaoxiang Supermarket" into more first- and second-tier cities [7] - The company is also enhancing its supply chain digitalization and aims to cover 200 county-level agricultural production areas with its "direct sourcing" project [7] - Meituan is initiating overseas expansion with its Xiaoxiang Supermarket's international version, Keemart, testing in Riyadh, Saudi Arabia, with plans for further regional expansion [7]