美团宣布暂停“团好货”

Core Viewpoint - Meituan has decided to suspend its "Tuan Hao Huo" business to focus on exploring new retail formats, reflecting a strategic shift in its e-commerce approach towards instant retail and away from traditional delivery e-commerce [1][4]. Group 1: Business Strategy - Tuan Hao Huo, a B2C e-commerce initiative launched by Meituan in August 2020, was integrated into the Meituan app in December 2020 and later rebranded as Meituan E-commerce [3]. - The decision to pause Tuan Hao Huo is part of Meituan's broader strategy to adapt to changes in the grocery retail sector, as traditional delivery e-commerce struggles to meet the demands of instant retail users [4]. - Meituan is actively pursuing a transformation in its retail strategy, with a strong focus on new business segments, as evidenced by a 15.9% year-on-year revenue growth to 28 billion yuan in Q3 [4]. Group 2: Market Trends - The instant retail sector is gaining traction, with a reported 138.4% year-on-year increase in sales during this year's Double 11 shopping festival, amounting to 67 billion yuan [5]. - Meituan's instant retail platform, including Meituan Flash Purchase, has seen record highs in transaction volume and user engagement, with a nearly 30% increase in per capita spending [5]. - The entry of numerous brands into instant retail platforms signifies a shift in e-commerce competition, pushing traditional e-commerce to enhance their last-mile delivery capabilities [5].