“配送慢”上热搜,外卖战降温配送压力反变大了吗?
Di Yi Cai Jing·2025-08-18 14:50

Core Insights - The recent rise in complaints about slow food delivery indicates a shift in consumer sensitivity towards service quality as the "subsidy war" cools down [1][2] - The increase in the number of delivery riders has not necessarily translated to improved delivery efficiency, highlighting systemic issues within the platforms [2][3] Group 1: Delivery Challenges - Complaints about slow delivery have surged, with over 90 posts on social media platforms in just one week, indicating growing consumer frustration [1] - The delivery chaos during peak times has become more apparent this summer, with reports of order cancellations and delays due to high demand and low pricing strategies [1][2] Group 2: Rider Statistics - The number of delivery riders has significantly increased, with Ele.me reporting a 181% rise in active riders and a 236% increase in crowd-sourced riders by the end of July [2] - As of August 7, the total number of Ele.me riders reached 3.5 times that of the previous year, while JD reported 25 million daily orders in Q2 with over 150,000 full-time riders [2] Group 3: Systemic Issues - Despite the increase in rider numbers, the distribution of riders across different regions and times remains inconsistent, affecting delivery efficiency [3] - Systemic issues such as discrepancies in delivery time estimates between merchants and riders, as well as inefficient navigation routes, contribute to slow delivery times [3] Group 4: Future Outlook - The competition in the food delivery sector is expected to increasingly focus on delivery efficiency and fulfillment capabilities as the market evolves [4]

“配送慢”上热搜,外卖战降温配送压力反变大了吗? - Reportify