Core Viewpoint - The article discusses the resurgence of a "takeout war" in China, highlighting significant promotional activities by major platforms like Meituan and Taobao Flash, which are offering substantial discounts and coupons to attract consumers and increase order volumes [1][29]. Group 1: Promotional Activities - On July 12, Meituan and Taobao Flash launched new promotional campaigns, including large discount coupons, leading to a surge in consumer engagement and orders [1][15]. - Consumers reported receiving various discount coupons, such as "0 yuan takeout" offers from popular beverage brands, allowing them to enjoy products at little to no cost [5][7][13]. - Taobao Flash announced a "Super Saturday" campaign, promising consumers significant savings on takeout orders every Saturday for the next 100 days [17][24]. Group 2: Market Response - The promotional activities resulted in a dramatic increase in order volumes, with reports of some stores experiencing overwhelming demand and operational challenges due to the influx of orders [21][22]. - Meituan's order volume reportedly exceeded 1.2 billion on July 5, with over 1 billion being food orders, indicating a strong market response to the promotional strategies [29]. - The competition has led to a notable increase in earnings for delivery riders, with some reporting daily earnings exceeding 1,000 yuan due to the high volume of orders [29]. Group 3: Strategic Implications - Analysts suggest that while the current subsidy war may attract users in the short term, platforms must find a balance between subsidy costs and profitability in the long run [30]. - The ongoing competition is characterized by a shift towards a more strategic approach, focusing on long-term market share rather than immediate profits [30][31]. - Major players like Meituan, Taobao, and JD are adopting distinct strategies: Meituan focuses on defending its market position, Taobao aims for aggressive market capture, and JD emphasizes quality dining experiences [31].
爆了!周末外卖战又开打! 大额券“满18.8减18.8”,小龙虾一口价16.18元,0元喝奶茶点到爆单,有茶饮店忙到闭店