Core Insights - The Chinese food delivery market is undergoing a significant transformation driven by quality demand, with JD.com entering the market in February 2025, positioning itself as a key player alongside Meituan and Ele.me [1][5] - JD.com has rapidly gained market share, achieving over 25 million daily orders and capturing more than 31% of the overall food delivery market, with approximately 45% share in the quality delivery segment [1][3] Consumer Behavior - Consumer concerns regarding food safety are rising, with 70% of users expressing worries about hygiene, taste, and health when ordering food [3] - JD.com has effectively addressed these concerns by implementing a quality assurance system through store certifications and public qualifications, leading to significant market acceptance [3] Market Dynamics - The average daily order volume in the Chinese food delivery market ranges from 80 million to 90 million, with 60% to 70% of these orders belonging to the rapidly growing quality delivery segment [4] - JD.com has adopted a differentiated strategy combining "zero commission + 10 billion subsidies," benefiting both merchants and consumers by reducing operational costs and enhancing user experience [4] Competitive Landscape - The rise of JD.com signifies a shift in the food delivery market from scale expansion to quality enhancement, indicating that competition will increasingly focus on service quality and user experience [5] - As consumer demand for quality continues to rise, JD.com is leading a quality revolution that is reshaping the value standards and development paths of the entire food delivery industry [5]

Group 1 - The takeaway from the news is that the food delivery market in China is transitioning from a duopoly to a triopoly, with JD.com, Meituan, and Ele.me forming a new competitive landscape [1] - JD.com has surpassed 25 million daily orders, capturing over 31% of the national food delivery market and approximately 45% in the quality delivery segment [1] - The overall daily order volume in China's food delivery market is reported to be between 80 million and 90 million [1] Group 2 - By December 2024, the number of online food delivery users in China is expected to reach 592 million, an increase of 47.77 million from December 2023, representing 53% of the total internet users [2] - The Chinese food delivery market has experienced explosive growth, with the market size increasing from 125 billion yuan in 2015 to approximately 1.5 trillion yuan in 2024, reflecting a compound annual growth rate (CAGR) of 28% [2] - The penetration rate of food delivery in the overall restaurant industry has significantly increased from 4% in 2015 to 26% in 2024, indicating strong development momentum and vast market potential [2]

品质化、健康化外卖消费意愿占据主流 Z世代引领外卖江湖，下沉市场潜力爆发 外卖消费的核心人群已形成鲜明的代际特征与地域扩散趋势。调研数据显示，25-45岁人群占比达 82%，与90后&00后"数字原住民"高度重合，这一群体凭借对平台规则的熟稔成为外卖市场的绝对 主力。地域分布上，以一二线城市为圆心，外卖正在向下沉市场发力渗透。一二线城市的外卖消费 人群占比72%，他们的消费哲学展现出一定的矛盾性：愿意为30元网红奶茶支付溢价，同时对满20 减5的优惠券精打细算。这种看似矛盾的消费哲学，正推动外卖行业从单纯的"生存刚需"向兼具"生 活仪式感"的品质消费升级。 外卖消费从功能满足向日常化、品质化、健康化、情绪化转变 （一）外卖消费日常化：高频次点单成常态，外卖正在重塑生活节奏 据调研数据显示，消费者外卖消费频次在每天1次及以上的比例占43%，已近半数比例。同时45% 的消费者未来会增加外卖消费频次，外卖品类的日益丰富、平台的大力补贴以及消费者自身有限的 时间精力，共同推动了外卖消费频次的增长，促使外卖消费深度融入都市生活肌理。 （二）外卖消费品质化：从担忧乱象到追求品质的消费觉醒 在互联网信息的快速传播下，外卖行 ...

Core Insights - The survey indicates that 20% of consumers order food delivery four times or more daily, highlighting the growing reliance on food delivery services [1] - Quality food delivery has become a priority, with half of the respondents selecting JD.com as their preferred platform for quality options [1] - Consumers are increasingly viewing food delivery as a lifestyle choice, with 41% using it to regulate their daily emotions [1] Consumer Concerns - 72% of consumers express concerns about food safety, while 62% worry about taste and 51% about nutritional balance [1] - A unique selection logic has emerged, with 51% of consumers checking restaurant qualifications before ordering [1] Platform Differentiation - JD.com has established a strong reputation by requiring merchants to have high-rated physical restaurants, leading to 63% of consumers trusting its quality [3] - In the past 30 days, 50% of consumers primarily chose JD.com for their food delivery needs, significantly outpacing competitors [3] Delivery Expectations - 55% of consumers expect delivery times to be between 30 to 45 minutes, with nearly 70% preferring full-time professional riders for better safety and service [8] - JD.com stands out with its full-time rider team, as 57% of consumers believe it offers the best delivery service standards [9] Customer Experience - JD.com’s policy of free delivery for orders delayed by over 20 minutes, along with 24/7 customer support, has garnered over 60% consumer approval [9] - More than 50% of consumers plan to increase their usage of JD.com due to a combination of overall experience and competitive pricing [9] Market Trends - The consumer focus is shifting towards quality, especially in major cities like Beijing, Shanghai, and Guangzhou, where JD.com is the preferred choice for quality food delivery [9] - 65% of consumers consider discounts when choosing a platform, but 50% also prefer platforms with a higher proportion of quality restaurants, indicating a shift from price-driven to quality-driven decision-making [11] New Business Model - JD.com’s model combines quality restaurants, full-time riders, and robust customer service, redefining the core value of food delivery [11] - The competition has evolved from speed to trust, emphasizing the importance of consumer confidence in food delivery services [11]

随着外卖市场的竞争愈演愈烈，一项涵盖6341份有效问卷的消费者调查揭示了新的消费趋势：外卖用户正从价格敏感转向追求"品质确定性"。在调查的77个 城市中，超过60%的消费者在选择高品质外卖时首选京东外卖。特别是在北京、上海、广州等十大重点城市，京东外卖已成为品质外卖的首选平台。这表 明，京东凭借其"确定性"体验承诺，在外卖市场中赢得了越来越多用户的青睐。 近年来，食品安全问题频发，让许多用户在点外卖时感到担忧。调查显示，72%的用户存在"品质焦虑"，其中卫生问题成为最大痛点。口感不佳和健康问 题，如调味过重、营养失衡等，也分别有62%和51%的用户表示关注。用户对于外卖品质的要求越来越高，卫生、口感和健康已成为他们下单前的重要考量 因素。 为了缓解品质焦虑，用户在点外卖前会进行多方考量。51%的用户会关注平台店铺是否有实体堂食门店、是否明厨亮灶、有无商家资质和实地图片。近五成 的用户更倾向于选择自己线下见过的店铺，44%的用户会优先选择用户评价好、店铺评分高的餐厅。同时，36%的用户会优先选择知名连锁品牌，以降 低"踩坑"的风险。在用餐体验与复购决策中，口感在内的"品质一致性"也成为消费者心中的重要指标。 对 ...

近期外卖市场竞争日趋激烈，据一项覆盖6341份有效问卷的消费调查显示：外卖用户正从单纯的价格敏 感，转向为"品质确定性"买单。在样本涉及的77个城市中，消费者点品质外卖首选京东的城市占比已超 过60%。在北京、上海、广州等10个重点城市，消费者下单品质外卖时，京东外卖已成为首选平台。这 标志着，在激烈的外卖市场竞争中，京东凭借对"确定性"体验的承诺，正赢得越来越多用户的青睐。 72%用户陷"品质焦虑"卫生担忧成最大痛点 多数用户陷入卫生、口感、健康的三大"品质焦虑"。调查显示，72%的用户担心外卖的卫生问题，满足 干净卫生这个最基本的条件之外，炸物软了、饭菜糊了、味道变了等口感问题，以及调味重口，营养失 衡等健康问题也分别有62%和51%的用户选择。 "看得见的保障"正成为品质外卖卫生可信任感的体现：在外卖下单前，有51%的用户会关注平台店铺是 否有实体堂食门店、是否明厨亮灶、有无商家资质和实地图片。他们通常会点开平台外卖商铺的详情 页，通过餐厅所在地址以及餐厅实图上传情况等进行初步判断，疑似只做外卖的"幽灵食堂"首先会被过 滤掉。 还有近五成用户不放心平台陈列的商户数据，选择自己线下见过的店铺，也有44%的 ...

周三晚上跟投资人杨恒、跨境电商从业者姚凯飞和科技自媒体程苓峰一起讨论了京东与美团的竞争背后的增长逻辑、用户心智争夺和业务边界扩张的本 质，包括30分钟送万物的趋势，分析各大平台在即时零售领域的布局和策略，刘强东承诺给骑手缴纳五险一金（应该大力表扬）占据道德高地后引发的舆 论战以及将商业竞争转化为社会议题的风险。 程苓峰说，"这不是商业竞争，商业竞争是有限竞争，我们拼效率、拼成本。他这个做的是无限竞争，在商业规则之外，去调动情绪，打情绪战，打运动 战，调动'打土豪分田地'的情绪。" 直播间来了很多美团和京东的同学，到最后印象很深的一个细节是，有位美团的同学说现在感觉很憋屈。在当前短视频主导的舆论环境下，美团秉持理 性、务实的"理科生"风格面临挑战。尽管长期看商业本质仍是效率和成本，情绪会被经济理性消解。但刘强东往美团的对立面一站就能变成网民眼中的英 雄，也是暴露了可能美团更注重效率、数据和商业逻辑，而忽视了对骑手利益的关切与用户情感的连接，在应对上显得被动。 以下为本场讨论概要： 一，京东进军外卖市场的核心动机是应对增长乏力的困境。京东作为传统电商平台面临DAU增长停滞、用户心智被美团闪购等即时零售业务蚕食的挑 ...

"京东是认真做外卖吗？" 在京东集团北京总部，蔚来汽车 CEO 李斌点了一份京东外卖，提出了这个互联网行业里很多人的疑 问。对面的京东集团创始人、董事局主席刘强东回答："当然。" 在中国的外卖行业，几百万名骑手是美团最深的护城河，以此为核心，美团每季度获得数百亿元佣金 和在线营销收入。随着平台为骑手开始缴纳社保，这也成为了它必须开支的成本。 京东外卖的餐饮日订单量将突破 500 万单。 文 丨 沈方伟 管艺雯 编辑 丨 管艺雯 作为新进入者，京东外卖先后打出 "品质堂食商家 0 佣金""平台为骑手全额缴纳五险一金""百亿补贴" 的举措快速切入市场，也打破了外卖市场几年的稳定格局。 整个互联网行业有不少疑问：京东为什么要做外卖？京东做外卖能赢吗？带着这些疑问，4 月 11 日傍 晚，我们和京东集团 SEC 副主席、京东集团 CEO 许冉进行了小范围的沟通。 许冉对我们说，京东做外卖最重要的是解决行业痛点、满足用户需求。"如果其他平台已经充分满足了 用户的需求，那其实就不会存在现在的这些行业痛点。外卖行业本就是一个宽广的赛道，完全容得下 多个平台。" 在外卖定位上，京东强调 "品质"，许冉说，京东外卖首创了最严格 ...