Core Viewpoint - The ongoing food delivery war has intensified competition among platforms, leading to significant consumer engagement through promotions, but also raising concerns about market practices and sustainability [1][2][4]. Group 1: Market Dynamics - The food delivery market has shifted from a stagnant to a growing market due to aggressive subsidies, with platforms like Meituan, Ele.me, and JD.com actively participating in this competition [1][2]. - The recent opening of JD.com's first self-operated delivery store indicates a new phase in the delivery competition, potentially altering market dynamics further [1]. - Regulatory bodies have urged platforms to adhere to existing laws and promote healthy competition, highlighting the need for a balanced ecosystem among consumers, merchants, delivery personnel, and platforms [1][4]. Group 2: Merchant Perspectives - Merchants have seen a 20% to 30% increase in delivery orders during the recent promotional period, but they express concerns about the long-term impact on in-store dining experiences [2][3]. - The intense competition has led some merchants to compromise on food quality to maintain lower delivery prices, which could harm their reputation and customer trust in the long run [3][4]. - Merchants are also facing operational challenges as they allocate resources to manage delivery orders, potentially detracting from in-store service quality [3][4]. Group 3: Industry Concerns - Industry associations have raised alarms about the negative effects of the subsidy wars, calling for an end to irrational price competition that could lead to systemic damage in the restaurant sector [4][5]. - The ongoing promotional activities, despite regulatory warnings, reflect a "subsidy inertia" where platforms continue to offer discounts to retain users, risking a potential drop in order volumes if subsidies are suddenly withdrawn [5][6]. - Analysts predict that while extreme subsidies may taper off, competition will evolve towards efficiency and service quality, leading to a healthier profit model in the long term [5][6].
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