又来了！新一轮周末的"外卖大战"它又来了！ 据报道，7月12日，美团、淘宝闪购等平台再次分别发放外卖大额券，不少网友晒图称喝到了0元奶茶。 7月11日晚，@美团 发文称"周六，快乐继续"，预告今日新的一波外卖狂欢。 今天早上，@淘宝闪购 也发文宣布发放"188元大券包"，周末两天都能用。 记者打开美团外卖，随即收到"0元外卖已到账"的弹窗，点开即领取了一张古茗鲜活柠檬水兑换券。 在优惠券的领取页面，显示着10:00已结束，12:00和14:00的领券轮次暂未开始。 随后，记者在淘宝闪购上也收到了多张满减力度不等的大额优惠券，活动主页上显示：大牌1.9元起，1件即送。 史诗级，外卖大战！单量突破历史峰值 此前据媒体报道，7月5日晚间，记者不断从各大社交媒体看到消息，阿里、美团两大平台放出了大量且大额的外卖红包券。其中包括"满25减21""满25减 20""满16减16"等多张无门槛的外卖券。 甚至部分外卖还能"零元购"。 据7月5日，美团内网公布信息显示，截至当日22时54分，美团即时零售当日订单已经突破了1.2亿单，其中，餐饮订单已超过1亿单。 7月7日，淘宝闪购、饿了么也联合宣布，淘宝闪购日订单数超8000 ...

智通财经编辑 | 牙韩翔 "你们不要再点了，要等一个多小时。"7月12日下午，在上海西藏南路附近的沪上阿姨门口，一位刚从店里挤出来的外卖送餐员对智通财经说到。为了取 餐，他在这里等了至少一小时。而此时还有取餐的外卖员络绎不绝，但他们需要等更久。一位外送员直接取消了手中的订单，店员告诉他现在可能要等两个 小时。 上周各大外卖平台"冲锋"大战之后，这个周末战争继续。 淘宝闪购今日发放18.8元的外卖红包，可使用时段覆盖早午晚餐等。而力度最大的是美团外卖，打开其外卖页面便会跳出爆品免单券的促销。智通财经尝试 及检索社交平台发现，这个随机"0元"券多集中于蜜雪冰城、古茗、茶百道、沪上阿姨和益禾堂，少部分用户则收到瑞幸和库迪的优惠券。 智通财经记者 | 卢奕贝 李烨 在上海，沪上阿姨作为"0元券"的标配商家则出现了爆单。7月12日中午，上海多家沪上阿姨外卖平台3公里内的送餐时间几乎都超过了120分钟。智通财经在 人民广场附近的沪上阿姨了解到，通常周末的订单在300-400单左右，而今天叫号超过了1000多号。 "柠檬水12点不到就领完了。"深圳宝安区一家古茗店员告诉智通财经，7月12日上午该古茗门店一直处于爆单状态，用 ...

【导读】周末，外卖大战又开始了 中国基金报记者 泰勒 兄弟姐妹们啊，疯狂星期六，外卖大战又升级！ 外卖大战升级：奶茶免费喝 7月12日，互联网巨头再次开启外卖大战。各大外卖平台（美团、淘宝闪购/饿了么）再次开启大规模补贴，特别是"0元奶茶/咖啡"活动引 爆全网。 美团这一天上午同步推送"0元外卖已到账"开屏弹窗，用户点击后可领取瑞幸咖啡、蜜雪冰城、古茗、茶百道、沪上阿姨等品牌的饮品兑换 券，至门店自提可实现完全免费，选择配送则仅需补贴配送费不超过5元。 与 此 同 时，淘 宝 闪 购 同 步 上 线 " 满 3 8 元 减 1 8.8 元 " 红 券 、 " 1 8.8 元 免 单 卡 " 、 " 1 8 8 元 大 券 包 " 等 补 贴，覆 盖 早 餐 、 午 餐 、 下 午 茶 、 晚 餐 和 宵 夜 五 个 时 段，其 中 抽 免 单 卡 的 用 户 可 实 现 " 0 元 购 " 。 泰勒今天也薅到了羊毛，免费喝了一杯瑞幸美式咖啡。瑞幸的店员告诉泰勒，今天单子确实比往常多，但也不需要排队，下单之后只需要 等待五分钟左右即可领取商品。 据悉，多个城市茶饮门店 出现"爆单"， 订单编号突破四位数，排队等 ...

在经历过上一个"疯狂星期六"之后，这个周六外卖大战的战局并没有熄火的趋势反而不断升 级，渐趋白热化。 当大众已经熟悉15元左右的大额满减券后， "0元购"不再是偶发现象，而变成了平台刺激用 户下单的"规定动作"。 不止奶茶，0元购范围正不断扩大 蓝鲸新闻记者发现，7月12日多个外卖平台都对补贴活动进行了升级。其中美团APP开屏后就 跳出"0元外卖已到账"的超大图标，点击后账号内便已收到系统发放的零元外卖兑换券，包含 配送和自提两种。其中瑞幸咖啡、蜜雪冰城、古茗等为"0元购"高频出现的品牌。 占长往有 今日将过期 每单限用1张 现熬鲜粥 0元吃早餐 热卖福利 曼玲蒸品 文,新 点亮点 you 上 是 曼珍粥 外送 自取 整单9.4折 |奏单 > 再买¥9.2, 可达起送 已加购商品 共减 - ¥10.8 × ত 清空 温馨提示:请适量点餐 ) 装入口袋1 打包费¥0 2 早餐兑换券 浓稠南瓜粥(福利) 0元吃早餐 1人份(1人份) ¥0 商品券抵扣¥10.8 1 十 装入口袋2 选用后,加购商品将自动放入该口袋 ¥ ( 共减¥10.8 差¥9.2起送 免配送费 与美团类似，淘宝闪购则推出了"18元免单卡"、"1 ...

来源|每日经济新闻 编辑 | 程鹏 易启江 杜波 又来了！新一轮周末的"外卖战"开打。7月12日下午， #免费奶茶 冲上热搜第一。 7月12日，美团、淘宝闪购等平台再次分别发放外卖大额券，有网友一大早就晒出"零元购 "的瑞 幸咖啡："已经喝上了，早起的鸟儿有虫吃。" U. II.II _U 25-7-12 08:14 来自 iPhone 客户端 发布于 上海 十关注 #美团外卖红包#已经喝上了,早起的鸟儿有虫吃 野 快 宜 用 it TE luc 每经小编打开美团App，随即收到"0元外卖已到账"的弹窗 ，点开即领取了 消暑奶茶/圣代兑换 券、古茗鲜活柠檬水兑换券各1张。 据了解，从 "0元外卖"宣传页面进入后点击领券，即可收到瑞幸咖啡、蜜雪冰城、沪上阿姨、喜 茶、茶百道等商家的饮品兑换券。若到店自取，该订单无需支付任何费用即可0元带走，如果选择 外卖配送，则需支付一定配送费用，通常价格不超过5元。 随后，每经小编打开淘宝闪购，又收到满28元减18.8元、满20元减10元等多张满减力度不等的 大额优惠券。 天天必爆18.8 + ¥18.8 去使用 恭喜爆涨成功 据说每一次的爆涨,都能让你运气爆棚~ ¥18.8 ...

2025.07. 11 本文字数：1419，阅读时长大约3分钟 作者 | 第一财 经 陈杨园 "静等两家大活动，两家都不肯先出招。"7月12日凌晨，一个外卖红包群里，群主挂出了这样一条置 顶消息。经历了上周末外卖补贴的疯狂，许多人开始蹲守本周末，不过，外卖战场的故事一周一个 样。 当日，美团对"神枪手"频道0元购的投入似乎还在继续加码，下午，记者打开美团发现，美团外卖直 接将"您的0元外卖已到账"标签放上了主页，不过，可能是考虑到运力，优惠券仅限到店自取。有外 卖员告诉记者，有些奶茶店"爆单"到"没法送"，等十分钟取消了。 上午十点半，记者来到位于北京的一家商场，发现不同品牌奶茶店的闲忙度差异巨大。上周的"爆 单"重灾区瑞幸咖啡、蜜雪冰城本周归于平静，蜜雪冰城现场下单只要等待5分钟即可取餐，瑞幸店员 更是告诉消费者"前面一单也没有"，刚过十一点一刻，三位店员已经开始商量起中午换班。 比起前两家，库迪咖啡相对延续了上周的热闹，店员告诉记者，点单需要等待10-30分钟，忙着出餐 的店员没空数前面有几单。 但跟一墙之隔的沪上阿姨比起来，库迪咖啡的忙碌是"小巫见大巫"。上午十点半，沪上阿姨已经排到 了四百多杯，外卖单 ...

Core Viewpoint - The recent "takeout war" among major platforms like Meituan, Taobao Flash Sale, and JD has intensified, with aggressive promotions and discounts attracting significant consumer attention and engagement [1][2]. Group 1: Promotions and Offers - Taobao Flash Sale launched a promotion of "18.8 off 18.8" while Meituan responded with a "0 yuan milk tea" offer, and JD announced a nightly deal of 10,000 portions of small lobsters at a fixed price of 16.18 yuan [1][11]. - Taobao Flash Sale reported over 800 million daily orders and more than 130 million non-food orders, with daily active users exceeding 200 million [2]. Group 2: Impact on Delivery Riders - The surge in orders has significantly benefited delivery riders, with reports of some earning over 1,000 yuan in a single day due to high platform subsidies and increased order volumes [15]. - A delivery rider noted that on July 5, the platform's subsidies increased delivery fees, allowing them to earn up to 1,700 yuan in one day, which is substantially higher than their usual earnings [15]. Group 3: Consumer Engagement - The promotions have led to a spike in consumer engagement, with "free milk tea" trending on social media and users expressing excitement over the deals [1][11]. - The overwhelming demand even caused temporary service disruptions on the Meituan app due to record-high order volumes [15].

Core Viewpoint - The competition among food delivery platforms, particularly Meituan, is intensifying with new promotional strategies like "0 Yuan Purchase" coupons, leading to significant fluctuations in order volumes across various brands [5][6]. Group 1: Market Dynamics - The food delivery market is experiencing a chaotic environment, with some brands like "沪上阿姨" facing overwhelming order volumes, leading to operational challenges [3][5]. - Meituan's "0 Yuan Purchase" strategy has resulted in a surge of orders for specific brands, indicating a shift in consumer behavior towards promotional offers [5][6]. - Other platforms like Alibaba and JD are also adjusting their strategies, with Alibaba launching a new promotional event called "Super Saturday" and JD increasing subsidies for high-ticket items [6]. Group 2: Brand Performance - Brands such as "沪上阿姨," "益禾堂," and "书亦烧仙草" are benefiting from Meituan's promotional efforts, experiencing significant increases in order volumes [5][6]. - In contrast, brands like "瑞幸咖啡" and "蜜雪冰城" have seen a decline in activity, highlighting the volatility in consumer demand based on promotional strategies [5]. Group 3: Competitive Strategies - Meituan is focusing on enhancing partnerships with brands and targeting specific consumer segments through its promotional channels, which is leading to more effective order fulfillment [6]. - The competitive landscape is evolving, with platforms differentiating their approaches; for instance, JD is returning to quality-focused subsidies while Alibaba is attempting to create a recurring promotional event [6].

Core Viewpoint - The "takeaway war" has intensified with major platforms like Taobao Flash Sale and Meituan issuing substantial coupons to attract consumers, leading to a surge in orders and competitive pricing in the food delivery market [1][7][9]. Group 1: Promotional Strategies - Taobao Flash Sale has issued various coupons such as "15 yuan off 12 yuan," "25 yuan off 14 yuan," and "38 yuan off 18.8 yuan," resulting in many drinks priced under 10 yuan after discounts [1]. - Meituan has also launched promotional campaigns, including a "Super Saturday" coupon package worth 188 yuan, aimed at boosting weekend orders [7]. - The recent promotional efforts have led to a significant increase in daily orders, with Taobao Flash Sale's daily order count rising from over 10 million in early May to over 80 million by early July, marking a sevenfold increase [7]. Group 2: Market Competition - JD's entry into the food delivery market has intensified competition, with the company implementing a "zero commission" policy and a "100 billion subsidy" plan to attract merchants and consumers [8]. - As of late June 2025, JD's daily order volume surpassed 25 million, covering 350 cities and over 1.5 million quality dining establishments [8]. - Regulatory bodies have expressed concerns over the competitive practices in the food delivery sector, urging platforms to comply with relevant laws and maintain fair competition [8]. Group 3: Market Insights - Analysts suggest that the competition among instant retail platforms will depend on comprehensive supply and delivery stability, with takeaway subsidies favoring high-frequency, low-ticket items like coffee and tea [9]. - The discount strategies from Meituan and Taobao are primarily targeting the low-price segment, particularly around the 20 yuan price point, which is common for tea and low-cost fast food [9].

Core Insights - Major platforms like Meituan and Taobao are issuing significant food delivery coupons, indicating a competitive strategy to attract customers [1] - Consumers are actively sharing their experiences of obtaining "zero-cost" items, showcasing the effectiveness of these promotional campaigns [1] Company Strategies - Meituan and Taobao have launched new promotional campaigns featuring high-value coupons for food delivery services [1] - The issuance of "0 yuan" coupons is a tactic to increase user engagement and drive sales through discounts [1] Consumer Behavior - Users are taking advantage of these promotions, with reports of orders being placed for minimal costs, such as 0.01 yuan for a drink [1] - The trend of sharing successful coupon redemptions on social media highlights the growing consumer interest in promotional offers [1]