吴晓波频道·2025-09-08 00:30Core Viewpoint - The article discusses the impact of the recent food delivery war on small and micro businesses, highlighting the decline in profit margins and the challenges faced by local eateries amidst aggressive competition from major platforms [2][3][7]. Group 1: Market Dynamics - The food delivery market has significantly expanded, with daily orders from major platforms reaching 250 million, up from 80 million before the competition intensified [4]. - Major platforms like Meituan, JD, and Alibaba reported a combined profit drop of over 20 billion yuan in the second quarter, with net profits down 89%, 50.8%, and 18% respectively [3][5]. - The competition has led to a substantial increase in user engagement, with Taobao's flash purchase orders peaking at 12 million daily and Meituan maintaining a dominant market share with over 15 million daily orders [5]. Group 2: Impact on Small Businesses - Small and micro businesses, particularly those with low average transaction values, have seen profit margins decline by 7.2% overall, with those under 20 yuan experiencing a 12.61% drop [7][10]. - Community-based eateries, often family-run, are struggling as consumer preferences shift towards cheaper delivery options, leading to a decrease in foot traffic and profitability [12][13]. - Many small business owners report that participation in delivery services often results in losses, as they are forced to subsidize delivery costs while receiving only half the profit compared to dine-in orders [15][16]. Group 3: Survival Strategies - Some small businesses have adapted by focusing on enhancing the dine-in experience, using delivery as a supplementary channel rather than a primary revenue source [21][26]. - Successful examples include eateries that maintain a strong local presence and customer loyalty by offering unique dining experiences and quality service, which helps convert delivery customers into dine-in patrons [26][31]. - The article suggests that the future of small eateries may involve either enhancing dine-in experiences or embracing retail trends, similar to successful models seen in Japan and Singapore [34][39][43].