聊聊外卖

Group 1 - The article discusses the pricing structure of food delivery services, highlighting that some platforms, like JD's delivery service, charge significantly less than others [3][4]. - The concept of "ue gap" is introduced, which refers to the differences in user experience and pricing across various platforms [3][5]. - The analysis is divided into two dimensions: macro-level factors such as market share, scale effects, and cost structures, and micro-level factors including risk control, operational experience, and management capabilities [5][11]. Group 2 - At the macro level, low market share leads to lower average order value (AOV) and transaction revenue (TR), resulting in reduced income for platforms like Ele.me [6][8]. - Low market share also results in lower merchant subsidy rates, necessitating higher platform subsidies to maintain competitive pricing [9]. - High fulfillment costs are associated with low market share, further impacting profitability [10][14]. Group 3 - The article suggests that the market for food delivery is expanding, with increasing penetration rates [14]. - It proposes that the "ue gap" can be observed by comparing cities with different market shares, such as Shanghai and Guangzhou [12][13].