熟悉的 “二选一”,陌生的战场,美团告滴滴,把“中式内卷” 带到了巴西?
3 6 Ke·2025-08-20 11:27

Group 1 - Meituan's international food delivery brand Keeta officially launched in Qatar, marking a significant expansion in the Middle East after Saudi Arabia [3] - In Brazil, Meituan's Keeta is in legal conflict with Didi's 99Food, which has been accused of anti-competitive practices [39][40] - The global food delivery market is projected to exceed $550 billion in 2024, with Latin America and the Middle East showing the highest growth rates [2] Group 2 - Qatar's population is approximately 3.05 million, with a GDP of $195.72 billion and a high per capita GDP of $71,600, indicating a strong potential for the food delivery market [11] - Talabat, owned by Delivery Hero, is the leading food delivery platform in Qatar, with a projected GMV of $7.4 billion in 2024, reflecting a 23% year-on-year growth [13] - In Brazil, the local platform iFood dominates the market with an 89% share, while Didi's 99Food has struggled to gain traction [21][35] Group 3 - Didi's strategy in Brazil includes a $176 million investment to restart its food delivery service, aiming to compete with established players like iFood [15] - The competitive landscape in Latin America is fragmented, with no single dominant player, providing opportunities for new entrants like Meituan and Didi [19][21] - Legal disputes between Keeta and 99Food highlight the intense competition in the Brazilian market, with both companies vying for market share against iFood [36][48] Group 4 - Didi's previous exit from the Brazilian market in 2022 was due to strong competition from iFood, which implemented a "choose one" strategy against Didi [35][39] - The ongoing legal battles and competitive strategies reflect a high-stakes environment for food delivery services in Brazil, reminiscent of domestic market dynamics [50]