3 6 Ke·2025-08-18 02:23Core Viewpoint - Kuaishou has entered the food delivery market amidst a slowdown in competition among major players like Meituan, Taobao, and JD, which have called for a halt to chaotic competition [1][2][5]. Group 1: Market Dynamics - The food delivery war has entered a phase of reduced competition, with major platforms advocating for orderly practices [1][2]. - Kuaishou's entry into the food delivery space comes at a time when other platforms, such as Douyin, have explicitly stated they have no plans to develop their own delivery services [5][10]. - Kuaishou's food delivery feature acts as a link to third-party services rather than establishing its own delivery infrastructure, similar to previous collaborations with Meituan [5][7]. Group 2: User Engagement and Strategy - Kuaishou's decision to launch a food delivery service is driven by a need to retain user engagement as its growth rate slows [7][11]. - The platform aims to keep users within its ecosystem while they order food, contrasting with the strategies of e-commerce platforms that seek to attract users to their apps [15][17]. - Kuaishou's community culture and high user retention rates are seen as critical assets in this strategy [19][21]. Group 3: Financial Performance and Growth - Kuaishou's local life services have shown significant growth, with a reported GMV increase and a revenue growth of 200% year-on-year in Q1 2025 [24][25]. - Despite revenue growth, Kuaishou's core marketing projects have seen a decline in growth rates, indicating a need for diversification in revenue streams [28][29]. - The company is exploring various monetization avenues, including self-operated e-commerce and food delivery, to adapt to competitive pressures [30][32]. Group 4: Competitive Landscape - Other platforms like JD are also exploring new models in the food delivery space, such as opening their own delivery kitchens, which presents a competitive challenge to Kuaishou [33][36]. - Kuaishou's user demographics are more concentrated in specific regions, allowing for targeted strategies in food delivery that leverage local preferences [39][41]. - The integration of food delivery with Kuaishou's existing content and community features could enhance user interaction and retention [43][44].