Mei Ri Jing Ji Xin Wen·2025-08-12 08:17Core Viewpoint - The takeaway from the articles is that Meituan is shifting its strategy in the food delivery market by launching the "Dine-in Boost" plan to support physical restaurants and counter the impact of fierce competition from rivals like Alibaba and JD.com [1][2][3]. Group 1: Meituan's Initiatives - Meituan has initiated the "Dine-in Boost" plan, distributing in-store consumption vouchers to encourage customers to dine in or pick up food, with the cost fully borne by the platform [1][2]. - The plan currently covers 100,000 physical stores, with plans for further expansion [2]. - Meituan has also launched a support program for small and medium-sized merchants, providing financial assistance to over 100,000 small restaurants by the end of the year, with individual support reaching up to 50,000 yuan [2]. Group 2: Market Competition - The competition in the food delivery market has intensified among Meituan, Ele.me, and JD.com, leading to a collective commitment to curb excessive subsidies and promote quality and service over price wars [2][3]. - Recent data indicated that Taobao's flash sales surpassed Meituan in order volume for the first time, highlighting the competitive pressure Meituan faces [1][3]. Group 3: Industry Impact - The "takeout war" has significantly affected dine-in services, with many restaurant owners reporting a decline in dine-in traffic despite increased overall revenue from delivery [3]. - Industry experts suggest that the shift from a "traffic price war" to a "merchant value war" is underway, as Meituan aims to restore balance in the restaurant ecosystem [3][4]. - The integration of instant retail and traditional retail is seen as a way to bridge the gap between online and offline sales, fostering a complementary ecosystem [5].