3 6 Ke·2025-09-30 08:20Core Insights - The takeaway from the report by iResearch is that the subsidy war in the food delivery market is receding, leading to a significant shift in user preferences and consumption habits, resulting in a new competitive landscape where the market share is expected to be evenly distributed among Taobao, JD, and Meituan [1][3] Market Dynamics - The overall food delivery market is projected to see Taobao's flash purchase and Ele.me slightly leading with a 34.2% market share, followed closely by JD's quick delivery at 33.5%, and Meituan at 28.9% [1][3] - The competition among the three major players has reached a stalemate, indicating a long-term battle rather than a quick resolution [3][4] User Behavior Changes - The intense subsidy competition has reshaped consumer behavior, with a shift in focus from price to product quality and overall service experience [5][13] - iResearch found that 81.3% of users are willing to pay extra for a combination of "physical stores + high-rated merchants + timely delivery + compensation guarantees" [6] User Segmentation - The food delivery market has seen the emergence of three distinct user segments: - Price-driven users (49.3%) who are sensitive to price changes - Value-driven users (26.8%) who prioritize quality and experience - Opportunistic users (19.5%) who only order during promotions [6][7] Competitive Landscape - In the "ordinary delivery" segment, Taobao's flash purchase and Ele.me lead with 54.4%, while in the "quality delivery" segment, Taobao and Ele.me lead with 43.4%, followed by JD at 39.8% [8][10] - JD has established a reputation for "quality delivery," which has positively influenced user preferences, with 59.5% of users indicating they will increase their frequency of ordering from JD [10][11] Platform Strategies - The competition has evolved from a focus on traffic acquisition to a deeper emphasis on business synergy and comprehensive capabilities [19][22] - JD's food delivery service has quickly gained traction, contributing to overall user growth and cross-category purchasing behavior [20][21] Conclusion - The decline of the subsidy bubble has led to a more rational consumer base that values product quality and service experience, indicating a shift in the competitive dynamics of the food delivery market [13][22]