美团召开外卖行业恳谈会

Core Viewpoint - The recent meeting held by Meituan in Shanghai highlighted concerns from various stakeholders in the food delivery industry regarding the impact of price wars and subsidy cuts on their businesses [1] Group 1: Industry Concerns - Multiple national chain brands and local restaurants expressed worries about being forced into price wars, leading to a decrease in average order value by 7 to 10 yuan [1] - There is a reported 15% reduction in net income for businesses due to these competitive pressures [1] - A national chain's delivery operations director noted that their average order value dropped sharply from 25 yuan to just over 10 yuan due to subsidy influences [1] Group 2: Competitive Dynamics - The necessity to offer subsidies to retain customers has been emphasized, with the director stating that without subsidies, even loyal customers may be lost, forcing them to engage in price competition [1]