Zhong Guo Jing Ying Bao·2025-10-15 05:15Core Insights - JD's "Seven Fresh Kitchen" has expanded its delivery services to Meituan and Ele.me, indicating a strategic shift in JD's approach to the food delivery market [3][5][9] - The entry of Seven Fresh Kitchen into these platforms reflects a broader trend of cooperation over competition in the food delivery sector, as companies seek to leverage each other's strengths [6][9][10] Company Strategy - Seven Fresh Kitchen was launched in July as a high-quality food delivery platform, initially exclusive to JD's own delivery service, but has now adopted an open collaboration model [4][5] - JD plans to invest 10 billion yuan in recruiting food partners and aims to open 10,000 stores over the next three years, demonstrating a commitment to scaling its food delivery operations [4][5] Market Dynamics - The food delivery market has historically been dominated by Meituan and Ele.me, with a market share of approximately 70% and 30% respectively, but JD's entry has initiated a restructuring of this landscape [6][9] - Following significant investments and competitive strategies, the market is now stabilizing, with JD successfully capturing a portion of the market share [8][9] Performance Metrics - Since its launch, Seven Fresh Kitchen has achieved impressive sales figures, with over 90,000 total orders on JD's platform, and monthly sales exceeding 2,000 orders on Ele.me and over 400 on Meituan [5][9] - The repeat purchase rate for Seven Fresh Kitchen is reported to be 2.2 times higher than the industry average, indicating strong consumer acceptance [5] Strategic Shift - JD's decision to allow Seven Fresh Kitchen to operate on third-party platforms signifies a shift from a self-contained ecosystem to a more flexible, collaborative approach [9][10] - This strategy allows JD to utilize its supply chain strengths while accessing the larger user bases and delivery networks of Meituan and Ele.me, ultimately aiming for cost-effective growth [10]