Mei Ri Jing Ji Xin Wen·2025-10-16 11:37Core Insights - The takeaway from the conference is that the takeaway industry is expected to see steady growth in both order volume and average transaction value before 2025, despite some fluctuations in average transaction prices [1] Industry Overview - The takeaway industry has experienced a surge in order volume due to subsidies, but this has led to a significant drop in average transaction prices, creating a temporary bubble rather than sustainable growth [1] - Data shared indicates that 45% of the incremental orders driven by subsidies are in the beverage category, with 75% of orders priced below 15 yuan, while only 25% of incremental orders exceed this price point [1] Business Strategy - The industry is urged to move away from price wars and focus on structural cost advantages to enhance overall operational efficiency, rather than relying on internal competition for lower prices [1] - The demand for high cost-performance ratios among consumers is reshaping the restaurant industry, emphasizing the need for businesses to improve their operational standards [1]