Tai Mei Ti A P P·2025-08-08 03:37Core Insights - The article discusses the transformation of the food delivery industry as it moves away from subsidy wars and "zero-yuan purchases," with JD.com launching "Seven Fresh Kitchen" and Meituan promoting "Raccoon Canteen" as new business models [1][22] - Both companies aim to reshape the food delivery landscape by focusing on supply-side innovations rather than price competition, with JD.com planning to establish 10,000 Seven Fresh Kitchens and Meituan targeting 1,200 Raccoon Canteens over the next three years [1][22] Group 1: Business Models - Seven Fresh Kitchen operates as a self-service kitchen model, emphasizing fresh cooking and affordable prices, with an average order exceeding 1,000 per day in its first week of operation [5][12] - Raccoon Canteen functions as a food delivery hub, renting out kitchen space to various food brands, allowing customers to order from multiple vendors in one transaction [6][12] - Both models aim to enhance food safety and quality, with Seven Fresh Kitchen focusing on supply chain management and Raccoon Canteen emphasizing infrastructure support for food vendors [13][24] Group 2: Market Dynamics - The food delivery market has seen intense competition, with major players like JD.com, Meituan, and Alibaba engaging in aggressive subsidy strategies, leading to unsustainable practices and significant financial losses [18][20] - The article highlights the negative impact of these subsidy wars on smaller restaurants, which struggle to compete with larger brands benefiting from the platforms' algorithms [19][29] - Regulatory scrutiny has increased, prompting platforms to shift from price wars to value-driven competition, which is reflected in the emergence of Seven Fresh Kitchen and Raccoon Canteen [21][22] Group 3: Industry Perspectives - Some restaurant owners view the new models positively, believing they will improve food safety perceptions and attract more customers to the food delivery sector [25][26] - Conversely, others express concerns that these new models may crowd out smaller businesses, although the platforms assert they will not harm existing partners [28][29] - The overarching goal of both Seven Fresh Kitchen and Raccoon Canteen is to combat "ghost kitchens" and enhance the overall safety and quality of food delivery services [29]