这次外卖大战，也许会培养起喝奶茶、咖啡的习惯

Core Insights - The article discusses the ongoing competition in the food delivery and instant retail markets, highlighting the significant impact of subsidies on consumer behavior and market dynamics [3][4][10] - It emphasizes that while instant retail is growing, the expectations for its future growth may be overly optimistic, with projections suggesting a market size of only 3 trillion by 2030 [4][10] Group 1: Market Dynamics - The instant retail market, driven by food delivery, has seen substantial growth, with Meituan's orders reaching 1.5 billion and a 150% increase in the food delivery market [4][9] - Major players like Alibaba, JD.com, and Meituan are competing aggressively, with similar strategies focused on popular items like tea and coffee, rather than transaction volume [6][9] - The competition has led to a significant increase in order volume, but many small businesses are struggling to profit due to the low margins and high costs associated with delivery [7][10] Group 2: Competitive Strategies - Meituan's strong supply chain and market share in food delivery (70-80%) give it a competitive edge in instant retail, making it difficult for other platforms to catch up [9] - The article draws parallels between the current food delivery competition and past market battles, suggesting that the strategies employed by companies will determine their long-term success [8][10] - The ongoing subsidy wars are expected to lead to increased losses for companies, with estimates suggesting losses could reach tens of billions annually [10] Group 3: Consumer Behavior - The article notes that consumer habits are shifting towards instant retail, with a growing acceptance of quick delivery services, which may lead to sustained market growth [10] - The impact of subsidies on consumer behavior is significant, as they encourage trial and adoption of new products, potentially leading to long-term changes in consumption patterns [5][10] - However, the sustainability of these habits remains uncertain, as the market may revert to previous dynamics once the subsidies are reduced or eliminated [9][10]