Core Viewpoint - Meituan's decision to exit loss-making cities while retaining operations in Guangdong and Hangzhou reflects a strategic shift towards reducing losses and focusing on profitable areas [5][6]. Group 1: Business Adjustments - Meituan's organizational restructuring involves consolidating 17 provincial regions into 9 to enhance efficiency and reduce costs, with a focus on collaboration between operational and commercial divisions [6]. - The overall scale of Meituan's business has decreased from over 1 trillion to between 700 and 800 billion, emphasizing the need to improve profit margins as a primary concern [7]. Group 2: Product Strategy Changes - The importance of commercial division has increased, leading to significant adjustments in product strategy, including the reduction of white-label products and a focus on increasing profit margins across various product categories [7]. - Meituan has ceased most subsidies earlier this year, indicating a shift towards profitability rather than market share competition, particularly against competitors like Pinduoduo [7]. Group 3: New Business Initiatives - The launch of the "N project," which focuses on offline operations and aims to compete with Hema, signifies Meituan's latest strategic pivot, highlighting the necessity of strong product and supply chain capabilities [7].
优选退出亏损城市,美团跳出内卷|36氪独家
36氪·2025-06-24 13:35