Core Insights - The delivery speed issues of food delivery platforms have become a trending topic, with users increasingly sensitive to service capabilities following the reduction of subsidy wars [2][3] - The competition among food delivery platforms is shifting from price wars to service quality, with a focus on improving delivery efficiency and user satisfaction [2][5] Delivery Performance Challenges - Complaints about slow delivery have surged, with over 90 posts on social media platforms in the past week highlighting issues such as delivery times exceeding one hour and lack of available riders [2] - Despite a significant increase in the number of delivery riders, the distribution of riders may vary by region and time, complicating the ability to meet demand during peak hours [4] Rider and Operational Insights - As of late July, the number of riders on platforms like Ele.me has increased significantly, with a 181% rise in active riders and a 236% increase in crowd-sourced riders [3] - The focus on enhancing delivery capabilities is evident, with companies like JD.com reporting 25 million daily orders and over 150,000 full-time riders [3] System and Coordination Issues - Delivery efficiency is affected by various systemic issues, such as discrepancies in estimated delivery times between merchants and riders, which can delay food preparation and delivery [4] - The integration of new riders and merchants into the system raises the bar for operational maturity, necessitating improvements in platform logistics [4] Competitive Landscape - The industry is witnessing a push towards a "15-minute delivery" model, with platforms like Meituan promoting this as a competitive advantage, although actual delivery times may vary significantly [5] - The competition is now centered around three main areas: user engagement, merchant partnerships, and rider resources, with a focus on maximizing existing user value rather than merely acquiring new users [5]
“外卖大战 配送慢”上热搜 “15分钟达”订单可能要30多分钟？
Di Yi Cai Jing·2025-08-18 22:42