外卖平台破内卷言自律即时零售赛道将迎持久战

Core Viewpoint - Major platforms such as Meituan, Taobao, Ele.me, and JD have collectively announced their commitment to resist malicious competition and promote fair industry practices, following regulatory discussions with the State Administration for Market Regulation [1][2] Group 1: Industry Competition and Regulation - The recent regulatory talks have temporarily paused the "takeout war," but competition in the instant retail sector continues, with platforms focusing on cultivating consumer habits and expanding into the trillion-yuan non-food instant retail market [1][2] - The platforms' statements emphasize the need to standardize subsidy practices, oppose internal competition, and enhance service quality, aligning with previous regulatory requirements [1][2] Group 2: Market Potential and Consumer Behavior - The instant retail market in China is projected to exceed 2 trillion yuan by 2030, with the competition initially centered around food delivery but aiming to expand into various non-food categories [2][3] - The new generation of consumers, particularly the "Z generation," demands immediate satisfaction, which is driving the growth of instant retail as they prefer quick delivery over traditional logistics [3] Group 3: Strategic Differentiation Among Major Players - Alibaba, Meituan, and JD are adopting differentiated strategies based on their strengths, with Alibaba leveraging its vast product resources and user base, JD focusing on supply chain advantages, and Meituan extending its food delivery expertise to all categories of instant retail [3][4] - Brands are increasingly building their own membership systems and private channels to reduce reliance on platforms, while collaborating with third-party delivery services to create a self-sustaining service ecosystem [4][5] Group 4: Role of Third-Party Delivery Services - Third-party delivery services are expected to gain traction as brands seek to integrate cross-platform traffic and manage rising delivery costs from major platforms, highlighting the value of these services in the evolving market landscape [5]