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快手,杀入外卖!
Zhong Guo Ji Jin Bao·2025-08-08 13:04

Core Insights - Kuaishou has launched an independent "takeout" entry on its group buying page, indicating its entry into the competitive food delivery market [2] - The takeout channel primarily features product vouchers from Meituan, with some products requiring orders to be placed in live streams, where merchants provide delivery services [2][10] Group 1: Kuaishou's Takeout Strategy - Kuaishou's takeout offerings are mainly based on third-party collaborations, focusing on promoting quality dining products, with plans to expand the range of merchants and categories in the future [10] - In Q2 of this year, the number of paying users for Kuaishou's local takeout products increased by over 300% compared to the previous quarter [10] - Kuaishou's strategy aligns with its 2025 vision of leveraging "new tier cities + AI" to reconstruct local service chains [10] Group 2: Industry Competition - Industry experts suggest that for Kuaishou to succeed in the takeout market, it needs to quickly implement a mixed model of "third-party + self-operated" delivery and shift user perception from "entertainment traffic" to "instant consumption" [11] - Other major players in the food delivery sector, such as Douyin, are also enhancing their services, with Douyin upgrading its group buying delivery to "随心团" [11] - The food delivery industry is experiencing intense competition, with major platforms like Meituan and Ele.me engaging in aggressive promotional activities, leading to calls for more rational competition practices [12]