美团翻车！骑手宣传片被批脱离现实

Core Viewpoint - Meituan's recent promotional video for delivery riders has faced backlash for misrepresenting the realities of the job, leading to its removal from circulation [2][4][8] Group 1: Promotional Video Criticism - The promotional video featured a former graphic designer who transitioned to being a delivery rider, portraying an idealized version of the job where riders can enjoy scenic views while working [4][6] - The narrative suggested that after three months of work, a rider could afford a camera worth 15,000 yuan, which sparked skepticism among viewers regarding the feasibility of this claim [6][7] - Actual earnings for delivery riders are significantly lower, with most riders earning between 3 to 8 yuan per order, making it unrealistic to save enough for such a purchase in three months [7][8] Group 2: Financial Performance - Meituan reported a revenue of 95.5 billion yuan for Q3 2025, a year-on-year increase of 2%, but faced a core local business operating loss of 14.1 billion yuan due to intensified competition [10][11] - The company increased its investment in subsidies to the restaurant industry, which contributed to the operating loss despite a solid revenue base in its core local business segment [10][11] - The adjusted net loss for the quarter was 16 billion yuan, with the new business segment achieving a revenue of 28 billion yuan, reflecting a year-on-year growth of 15.9% [10][11] Group 3: User Engagement and New Initiatives - Meituan's daily active users (DAU) grew by over 20% year-on-year, and the monthly transaction user count for food delivery reached a historical high [10][11] - The company is expanding its instant retail services and has launched new initiatives like the "brand official flag lightning warehouse" to enhance user engagement [11][12] - Meituan has also implemented a comprehensive welfare system for riders, including pension insurance and various support programs, to improve their working conditions [11][12]