Core Viewpoint - The article discusses the unprecedented competition in the food delivery industry driven by major internet companies, which is negatively impacting restaurant businesses and the overall dining ecosystem [5][7][19]. Group 1: Impact of Food Delivery Wars - The food delivery war has led to a surge in low-priced orders, with one restaurant receiving nearly 11,000 low-priced orders unexpectedly, causing operational challenges [6][15]. - Restaurant owners express concerns about the sustainability of their businesses, with predictions of increasing closures as the competition intensifies [7][58]. - The competition has resulted in a loss of pricing power for restaurants, leading to a significant waste of resources and squeezing already thin profit margins [8][28][52]. Group 2: Restaurant Strategies - In response to the challenges posed by the delivery wars, some restaurants are choosing to remove unprofitable items from their menus and focus on maintaining profitability [9][35]. - The emphasis is on internal management and efficiency to survive the competitive landscape, with a focus on employee welfare to enhance customer service [59]. - The industry is calling for regulatory changes to restore pricing power to restaurants and prevent platforms from dictating terms [26][27]. Group 3: Industry Dynamics - The article highlights a shift in consumer behavior, with food delivery increasingly cannibalizing dine-in sales, leading to a rise in delivery orders to 40% for some restaurants [36]. - The current environment is characterized as a "crazy self-destructive state," with the competition driving prices down to unsustainable levels [45]. - The article notes that the delivery market is becoming a bubble, with unsustainable growth patterns that could lead to more significant industry repercussions [46].
西贝老板贾国龙喊话外卖平台:疯狂!
盐财经·2025-07-20 09:39