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专打海外“同胞”,外卖巨头丢人丢到巴西了!
Jin Tou Wang·2025-08-21 09:26

Core Viewpoint - The competition in the food delivery industry has shifted to Brazil, where two Chinese companies, 99food and keeta, are engaging in aggressive tactics against each other, reminiscent of domestic market practices, which may ultimately benefit the local leader, iFood [1][6]. Group 1: Market Context - Brazil has a population of over 200 million and a diverse economy, making it an attractive market for international companies, including those from China [1]. - The food delivery penetration rate in Brazil is only 30%, indicating significant growth potential compared to China's over 50% [2]. Group 2: Competitive Landscape - iFood, a local player, holds an 80% market share and has previously used aggressive tactics to eliminate competition, including a "choose one" strategy that forced 99food out of the market [2][6]. - The entry of both 99food and keeta into the Brazilian market has led to intense competition, with both companies employing aggressive strategies against each other [3]. Group 3: Aggressive Tactics - 99food has implemented several strategies to undermine keeta, including purchasing Google search keywords to redirect users to its platform, signing exclusive agreements with local restaurants, and filing lawsuits against keeta for alleged trademark infringement [4]. - Keeta has responded with its own legal actions, claiming that 99food's tactics constitute unfair competition [4]. Group 4: Implications for Chinese Companies - The ongoing competition between these two Chinese companies in Brazil reflects a troubling trend of replicating domestic cutthroat competition in international markets, which could harm the overall image of Chinese enterprises [6]. - The situation raises concerns about whether these companies are attempting to circumvent domestic regulatory pressures by engaging in aggressive tactics abroad [6][7].