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Core Viewpoint - The ongoing competition among food delivery platforms has led to a surge in order volumes, but this has not translated into significant profits for merchants, raising concerns about the sustainability of the current business model [1][7][10]. Group 1: Order Volume and Platform Performance - Food delivery platforms have reported record-breaking order volumes, with Meituan exceeding 1.5 billion daily orders and Taobao Flash Sale and Ele.me surpassing 80 million daily orders [5][10]. - The number of orders at some beverage stores has doubled, with weekend orders reaching over a thousand, creating chaotic scenes in stores [3][4]. - Delivery riders have seen significant income increases, with average daily earnings rising by 111% and some riders earning over 12,500 yuan monthly [5][8]. Group 2: Merchant Challenges and Profitability - Despite the surge in orders, merchants are struggling with profitability, often experiencing only thin margins and increased operational pressures [7][8]. - The influx of orders has led to a rise in negative customer experiences, with complaint rates increasing by 10% due to delays and order mismanagement [8][9]. - Merchants are facing a dilemma: participating in subsidy programs to gain visibility on platforms or risking reduced order volumes and exposure [9][12]. Group 3: Industry Concerns and Future Outlook - Industry experts warn that the current subsidy-driven competition may harm traditional dining businesses and create a challenging environment for sustainable growth [9][10]. - The reliance on heavy subsidies to drive sales could lead to long-term consumer behavior changes that undermine the viability of the restaurant industry [11][12]. - There is a call for platforms to adopt more balanced practices, reducing unreasonable fees and supporting merchants in improving service quality to foster a healthier market ecosystem [12].