美团财报电话会:坚决反对“内卷式”竞争,专注做正确的事
智通财经网·2025-11-28 11:47

Core Viewpoint - The company firmly opposes the "involution" competition characterized by low-quality and low-price strategies in the food delivery market, asserting that such price wars do not create sustainable value for the industry [1] Group 1: Company Strategy - The company plans to increase investments in "rider rights protection" and "support for small and medium-sized merchants" to promote long-term healthy development in the industry [1] - The CEO emphasized the importance of focusing on providing quality service to consumers, merchants, and riders, while maintaining confidence in defending the market position in instant retail [1] Group 2: Market Position - The company has reiterated its opposition to irrational competition in the food delivery sector, believing it to be temporary [1] - The company continues to lead in the mid-to-high price order market, holding over 66% market share in orders exceeding 15 yuan and over 70% in orders exceeding 30 yuan [1] - Core user retention remains high, with steady improvements in user consumption frequency and loyalty [1]