“真的很突然！”美团优选多地暂停服务

Core Viewpoint - Meituan's recent decision to suspend operations in multiple regions for its "Meituan Youxuan" service indicates a strategic shift towards a B2C model, aiming to enhance operational efficiency and competitiveness in the retail sector [2][5][9]. Summary by Sections Business Adjustments - Meituan Youxuan has halted operations in several areas, including Chengdu, Shanghai, and Changsha, citing "local business adjustments" as the reason for the suspension [2][5]. - The company plans to fully expand its instant retail services, indicating a significant shift in its operational strategy [9]. Transition to B2C Model - Industry experts suggest that this move reflects Meituan's intention to reduce the intermediary role of group leaders and transition to a direct-to-consumer (B2C) e-commerce model [7][9]. - The shift is seen as a response to challenges in the community group buying sector, including a shrinking user base and high operational costs associated with the group leader model [7]. Financial Performance - In Q1, Meituan's new business segment, which includes Meituan Youxuan, reported revenues of 22.2 billion yuan, a year-on-year increase of 19.2%, but still incurred an operating loss of 2.3 billion yuan, although this loss was reduced by 17.5% compared to the previous year [7]. Future Plans - Meituan aims to enhance its instant retail offerings by expanding product categories and improving supply chain capabilities, with plans to cover all first- and second-tier cities [9]. - The company will focus on leveraging its existing supply chain and distribution network to explore new community retail models and improve product quality and pricing for consumers [9].