Sou Hu Cai Jing·2025-08-14 05:58Core Viewpoint - The competition between JD.com and Alibaba has shifted to the food delivery market, with both companies aiming to capture a share of the growing user base in this sector [1][12]. Group 1: Market Dynamics - JD.com has identified the food delivery market, which has 300 million daily users, as a new growth opportunity amidst declining e-commerce profitability, leading to a 50% increase in user activity on its app over six months [3][12]. - Alibaba, having previously invested heavily in Ele.me, is now responding to JD.com's move by launching "Taobao Flash Delivery" to regain lost market share [5][10]. Group 2: Business Strategies - JD.com operates its own delivery team, managing logistics internally, which has led to some operational challenges but maintains control over the service quality [6]. - In contrast, Alibaba leverages its extensive resources, including Alipay and Cainiao logistics, to potentially create a more effective integration of Ele.me and Taobao, which could outperform JD.com [8][10]. Group 3: Competitive Landscape - The resurgence of Alibaba in the food delivery market has resulted in exponential growth in its delivery business, with daily active users reaching several million, which could significantly boost its e-commerce operations [10]. - Meituan, previously a strong player in the food delivery space, faces challenges as it lacks an e-commerce counterpart to compete effectively against the two giants [10][12]. Group 4: Consumer Impact - The competition is expected to benefit consumers through increased subsidies and discounts as both companies strive to attract customers, leading to a more favorable pricing environment [12]. - However, consumers are advised to be cautious about over-relying on discounts and promotions, as the focus should remain on convenience rather than excessive coupon usage [14][16].