Di Yi Cai Jing·2025-08-19 10:28Core Viewpoint - The competition between Meituan and Didi in Brazil is intensifying, leading to multiple legal disputes over trademark infringement and unfair competition shortly after Meituan's entry into the market [1][5]. Legal Disputes - Didi's Brazilian subsidiary, 99Food, has filed a lawsuit against Meituan's Keeta, claiming trademark infringement and unfair competition due to visual similarities that could confuse consumers [2]. - Keeta counters that its branding has been associated with Meituan for over 14 years and accuses 99Food of using exclusive agreements to stifle competition and innovation in the Brazilian market [3]. Market Dynamics - The Brazilian Bar and Restaurant Association (Abrasel) supports Keeta's stance against exclusive agreements, emphasizing the need for fair competition and consumer choice [3]. - Historical context shows that local platform iFood previously gained an advantage through exclusive agreements, leading to legal actions against it [4]. Investment and Growth Strategies - Both Didi and Meituan have announced significant investments in their Brazilian food delivery services, with Meituan planning to invest $1 billion over five years [6][10]. - iFood has announced a record investment of 17 billion reais (over $3.1 billion) to enhance its competitive position against new entrants like Keeta and 99Food [8][9]. Operational Plans - 99Food aims to expand its services to over 100 cities by mid-2026, offering incentives to attract restaurants and delivery drivers [6]. - Meituan's Keeta plans to leverage its extensive data analytics capabilities to optimize operations in Brazil, with a focus on food delivery [9][10].