Core Viewpoint - Ele.me has announced a significant increase in platform subsidies, launching a promotional campaign with over 10 billion yuan in subsidies to enhance its competitiveness in the food delivery market [1] Group 1: Company Actions - Ele.me has initiated the "Super 10 Billion" promotion, emphasizing that it will provide genuine benefits rather than engaging in competitive rhetoric [1] - The Ele.me app has introduced an entry point for users to access the "Super 10 Billion" promotion [1] Group 2: Industry Context - The food delivery market is experiencing intensified competition, prompting Ele.me to ramp up its subsidy efforts [1]

万万没想到，京东和美团外卖大战，把失去增长几乎陷入泥潭的咖啡市场居然救活了？ 4.9元的库迪咖啡，直接成为打工人"快乐水"。让各大城市的库迪咖啡门店被骑手堵得水泄不通，本来快干不下去的库迪咖 啡员工，甚至开始在网上吐槽太累了不想干。 星巴克也和京东打通了会员体系，不仅可以在京东外卖直接下单，还能享受与星巴克渠道相同的消费积星、会员权益和售 后服务。 4月16日和4月22日，京东外卖在午间高峰时段因下单量暴增，导致系统出现短暂故障，出现了商家不接单等情况。 对此，京东外卖官方微博及时回应并致歉，表示为表达歉意，所有超时20分钟以上的外卖订单全部免单，同时为当日午高 峰宕机期间所有下单用户，额外发放一张10元无门槛优惠券。 搭配品牌的30元-10元满减券，甚至让用户喝到了6元的美式咖啡，这对于以"抠门"闻名的星巴克也是头一遭。 | 点令 在 | 评价1 商家 | V 商家会员> | | | --- | --- | --- | --- | | 4 活动 | | 温馨提示,请适量点餐 | | | | 中古舞 | 拿铁 | | | 黑咖挑战 | | 5万+人想买 好评率96% | | | 真味无糖系 列精选 | | ¥ ...

以下文章来源于36氪未来消费 ，作者钟艺璇 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 一杯京东3.9元的生椰拿铁，到库迪加盟商手上，究竟能到手多少钱？ 文 ｜ 钟艺璇 编辑 ｜ 乔芊 来源｜ 36氪未来消费（ID：lslb168） 封面来源 ｜ 品牌官网 外卖平台大战还在硝烟四起，但第一批受益者已经出现——库迪加盟商。 早在京东外卖补贴的号角吹响前，平台发券补贴的行为已经默默开始，高频率、低决策成本的茶饮咖啡品类向来是外卖补贴的第 一战场，这次轮到了库迪。一位北京库迪加盟商陈星注意到，自己的京东订单在3月中旬开始，突然出现了第一个峰值，此后带动 总销量一路上扬。 这也意味着，对于加盟商们来说，京东这场掀起的外卖补贴，真正利好的不是单杯毛利，而是销量的提升。 作为一个从诞生以来就固定9块9，定价贴地飞行的咖啡品牌，门店销量和运营支出一直是库迪加盟商们最重要的两个利润考核指 标。"总体来看，就算单杯毛利没上去，单量多的话，原材料损耗也就降低了，反过来利润也能提升"，前述加盟商说。 但一些加盟商也表达了不同的想法。陈星告诉36氪，从长期来看，加盟商收入还得靠到店订单，目前自己的到店订单补贴线在 ...

编辑 | 乔芊 外卖平台大战还在硝烟四起，但第一批受益者已经出现——库迪加盟商。 早在京东外卖补贴的号角吹响前，平台发券补贴的行为已经默默开始，高频率、低决策成本的茶饮咖啡品类向来是外卖补贴的第一战场，这次轮到了库 迪。一位北京库迪加盟商陈星注意到，自己的京东订单在3月中旬开始，突然出现了第一个峰值，此后带动总销量一路上扬。 "以4月24日为例，对比上月同日的业绩，单日杯量从200多杯上涨到500杯以上，增幅大于100%"，陈星说。 爆单的并不只有陈星的门店。一位江苏库迪多店加盟商告诉36氪，4月以来，自己所有门店中，日销最多的能达到800杯，差一点的也有4、500杯，远 超去年同期水平。 这些激增的单量，大多来自于京东外卖订单。另一位北京库迪加盟商刘平称，自己现有的一半门店杯量，都来源于京东订单。 自从京东入局外卖大战后，在京东上买到便宜的库迪已经不是秘密，打开京东秒送，最低折后3.9元的生椰拿铁，吸引了大批羊毛党下单。截止今天，库 迪咖啡在京东平台上的外卖总销量已经超过3千万单。 但一杯折后只要3.9元的生椰拿铁，到库迪加盟商手上，究竟能到手多少钱？ 一杯京东3.9元的生椰拿铁，到库迪加盟商手上，究竟能到 ...

Core Viewpoint - JD.com is launching a significant subsidy program for its food delivery service, aiming to invest over 10 billion yuan within a year to attract users and enhance service quality [1][2]. Group 1: Subsidy Program - JD.com will officially launch a 10 billion yuan subsidy program for its food delivery service on April 11, 2023, utilizing a dual mechanism of "universal subsidies + direct discounts on popular products" [1]. - The program will offer subsidies of up to 20 yuan to all users, covering various well-known restaurant brands such as McDonald's, Haidilao, and others [1]. - PLUS members and university students can additionally draw coupons worth 25-20 yuan, with a daily limit of 100,000 coupons [1]. Group 2: Quality Assurance and Partnerships - JD.com aims to provide high-quality food delivery services that families can trust, as emphasized by JD's founder Liu Qiangdong during a meal with NIO's founder Li Bin [1]. - The company has initiated a recruitment program for quality dining merchants, offering a commission waiver for those who join before May 1, 2025 [1]. Group 3: Employment and Benefits for Delivery Riders - Starting March 1, 2025, JD.com will gradually provide full-time delivery riders with social insurance and housing fund contributions, becoming the first platform to do so for food delivery riders [2]. - As of March 20, 2023, JD.com has signed formal labor contracts with over 10,000 full-time riders [2]. Group 4: Stock Performance - As of April 10, 2023, JD Group's stock (9618.HK) rose by 3.66%, with a closing price of 141.70 HKD per share, resulting in a market capitalization of 451.1 billion HKD [2].