外卖奶茶再爆单：兑换0元购的人“长到看不见尾”

Core Viewpoint - The ongoing food delivery war in Shanghai has led to significant increases in order volumes and wait times for delivery personnel, with major platforms like Meituan and Taobao offering aggressive promotions to attract customers [1][4][10] Group 1: Market Dynamics - The food delivery platforms are engaged in a competitive battle, with Meituan offering substantial discounts such as 0 yuan coupons, leading to overwhelming demand for certain brands like Hu Shang A Yi and Mi Xue Bing Cheng [1][4] - On July 12, the order volume for Hu Shang A Yi exceeded 1000, compared to the usual 300-400 orders on weekends, indicating a dramatic spike in demand [4] - Meituan's promotional strategy has evolved, allowing users to select different pickup locations and times for their coupons, which has helped manage the influx of orders [5] Group 2: Operational Challenges - Many stores faced operational chaos due to the sudden influx of orders, with staff overwhelmed and systems experiencing malfunctions [4][5] - Some brands, like Mi Xue Bing Cheng and Gu Ming, reported that their staff were extremely busy, with long lines of customers redeeming 0 yuan offers [4][5] - Despite preparation, not all stores experienced the same level of demand, leading to discrepancies in order fulfillment and staffing needs across different locations [7][9] Group 3: Future Outlook - Analysts predict that the current delivery war may continue until September, with peak activity expected during this period, followed by a potential downturn in the latter half of the year [9][10] - Meituan reported a record high in instant retail orders, reaching nearly 40 million on July 12, indicating the scale of the ongoing competition [10]