不敢不参加!餐饮老板自曝外卖补贴大战的无奈与焦虑
第一财经·2025-07-25 14:44

Core Viewpoint - The article discusses the recent surge in competition among food and beverage businesses due to aggressive discounting strategies by major e-commerce platforms, leading to both increased order volumes and challenges for some merchants [1][2]. Group 1: Market Dynamics - Major e-commerce platforms have initiated a "super Saturday" event, resulting in unprecedented levels of subsidies for food delivery services, including promotions like "0 yuan purchase" [1]. - Consumers have benefited from these promotions, enjoying significant discounts, while delivery platforms report record-high order volumes [1]. - Some merchants have experienced a dramatic increase in orders and delivery personnel earnings, but others face declining profits and operational challenges, such as unclaimed "0 yuan purchase" items and slow service [1]. Group 2: Competitive Landscape - The intense competition has led to lower prices and reduced profit margins, compelling many businesses to participate in subsidy wars due to their high dependency on delivery platforms [1]. - Some food and beverage companies have opted out of the subsidy competition, either because they have a lower reliance on delivery services or possess strong direct sales capabilities [1]. - The ongoing delivery wars are also seen as a strategy for instant retail to capture market share, potentially impacting physical retail operations [1]. Group 3: Industry Response - In response to the competitive pressures, local restaurant associations and culinary organizations have begun issuing statements urging delivery platforms to cease "involutionary" competition and promote a healthier, more sustainable development of the food service industry [2].