Group 1 - The current food delivery competition has transformed into a marketing strategy that utilizes celebrity endorsements and catchy phrases to attract consumer attention [2][4] - Major players in the food delivery industry, including Meituan, Ele.me, and JD.com, are leveraging a collective advertising approach to increase market visibility and consumer engagement [4][7] - As of early June, JD.com has achieved a daily order volume of 25 million, Ele.me has reached 40 million, and Meituan has an impressive 90 million daily orders [4][8] Group 2 - The renewed competition in food delivery is a part of a larger battle for the instant retail market, which offers a wider range of products beyond food [8][10] - The instant retail market is projected to grow from approximately 650 billion in 2023 to over 2 trillion by 2030, making it a critical area for e-commerce giants [10][13] - The rapid development of instant retail is supported by advancements in China's logistics industry, enabling faster delivery times compared to Western countries [13]

以下文章来源于互联网怪盗团 ，作者怪盗团团长裴培 互联网怪盗团 . 一生只为那颗星。 来源 丨互联网 怪盗团 （ID： TMTphantom ） 作者丨怪盗团团长裴培 图源丨摄图网 2025年的618购物节很快就要结束了。如果不是正在进行的家电国补，很多人可能根本就没有意识到 这个节的存在。在我的朋友圈里，发布618信息的只剩下两类人——第一是电商平台从业者，第二是 覆盖电商行业的媒体及分析师。 "噢，这么快已经到618了吗？还真是。" 从各大平台公布"战报"的频次你也看得出来，今年的618不会太好。虽然平台早已不再公布618（以 及双11）期间的总体GMV涨幅，但是对于表现良好的赛道还是会披露数据的。今年表现良好的赛道 大多与国补有关，有些则是平台进入的新领域（例如即时零售）。 由于这些战报过于无关大局，哪怕是卖方分析师都已经很少转发。在我印象中，今年券商召开618主 题电话会议的次数也是历年以来的新低。 有人会认为，直播电商、社交电商的情况可能会不一样。然而，我的一位知识星球用户发表了完全相 反的看法，在此援引他的大致观点： "我是开网店的，主流平台都有进驻。我的明显感受是，今年618在抖音，无论我们自己 ...

文｜新浪科技 闫妍 京东外卖上线三个月，京东集团 SEC 副主席、京东集团 CEO 许冉罕见公开披露，这场被 业内称为"闪电战"的即时零售突围背后，京东扩张外卖业务的战略目的是什么？目标在哪 里？未来要怎么打？ 许冉表示，"京东从来不觉得自己是纯粹互联网公司，而是'以供应链为基础的技术与服务企 业'，我们认为作为一家公司，不仅要为员工、股东创造价值，也要为社会创造价值，这也 是我们为什么一开始就愿意为员工缴纳五险一金，包括我们做外卖，其实并不仅仅为了商业 利益，也是为了创造更多的就业机会。" 她直言，"外卖业务的增长超出我们的预期""京东外卖全职骑手已突破 12 万人，预计这个 季度末会超过 15 万人。"许冉还透露，"在北上广深等一线城市，我们的全职外卖骑手的人 均收入已经接近了 13000 元。" 6 月 17 日，许冉向新浪科技等首度全景式披露了京东外卖的进击之路。在这场信息量密集 的对话中，她不仅详细分享了京东外卖如何在巨头环伺的即时零售战场实现"闪电突围"， 更披露了其对即时零售市场的深度思考，以及京东过去几年布局多元业态融合场景的发展经 历和攒下来的经验。 以下是新浪科技对分享内容进行的归纳整理： ...

6月17日，据财经网科技消息，京东集团董事局主席刘强东在一场分享会中谈及此前退休时表 示，"第一次不是真正退休，当时还是太理想主义了"。 刘强东表示，当时决定退出是因为觉得国内企业传承问题比较严重，所以当时自己就特别理 想主义，想成为第一个大型的互联网公司中有职业经理人去传承，而不是自己非要干到八十 多岁。所以觉得" 该退休就退休，让年轻人上，而不要传给自己的孩子 。" 刘强东还表示， 当时自己去哥大上学实际上是为了观察自己离开后公司会不会出乱子 ，后来 离开8个多月没回过一次，跟公司一周最多一通电话，平时所有会议都不参加，结果发现也挺 好，所以到了18年开始决定给公司选CEO。 刘强东：进军外卖前确实请了王兴吃饭 据红星资本局消息，刘强东在会上表示， 京东每3年就应该扩张一次 ，京东集团的核心是供 应链，做外卖的核心还是抓供应链。京东进军酒旅餐饮领域，目的是希望通过供应链将这些 行业的成本降到20%，降到原来的2/3，能够为酒店餐饮一个新通路。 京东首次在财报电话会中详细披露了外卖业务进展，日均单量接近2000万，入驻商家超百 万，骑手报名踊跃一度导致骑手工服供应紧张。 京东的财报透露出清晰的战略逻辑： 通 ...

文|新浪科技 闫妍 京东外卖上线三个月，京东集团SEC副主席、京东集团CEO 许冉罕见公开披露，这场被业内称为"闪电 战"的即时零售突围背后，京东扩张外卖业务的战略目的是什么？目标在哪里？未来要怎么打？ 许冉表示，"京东从来不觉得自己是纯粹互联网公司，而是'以供应链为基础的技术与服务企业'，我们 认为作为一家公司，不仅要为员工、股东创造价值，也要为社会创造价值，这也是我们为什么一开始就 愿意为员工缴纳五险一金，包括我们做外卖，其实并不仅仅为了商业利益，也是为了创造更多的就业机 会。" 她直言，"外卖业务的增长超出我们的预期""京东外卖全职骑手已突破12万人，预计这个季度末会超过 15万人。"许冉还透露，"在北上广深等一线城市，我们的全职外卖骑手的人均收入已经接近了13000 元。" 6月17日，许冉向新浪科技等首度全景式披露了京东外卖的进击之路。在这场信息量密集的对话中，她 不仅详细分享了京东外卖如何在巨头环伺的即时零售战场实现"闪电突围"，更披露了其对即时零售市场 的深度思考，以及京东过去几年布局多元业态融合场景的发展经历和攒下来的经验。 以下是新浪科技对分享内容进行的归纳整理： 1、谈外卖：竞争反而让行业 ...

今年"超长待机"的618大促，遇到了即时零售平台"带资入局"。 最近两年在百亿补贴的影响下，多款知名白酒在电商平台上纷纷"破价"出售，这也成为酒企每年"最为 头痛"的两大时间段之一（另外一个为双11），今年，即时零售巨头也带着巨额补贴"杀"入了这一领 域。 南都湾财社-酒水新消费指数课题组记者在走访中注意到，即时零售对酒水的补贴力度力度，丝毫不亚 于电商平台，这也意味着，酒企的价格体系受到更大的挑战。 不过，即时零售的入局却为线下终端带来了清库存的机会。往年618等大促，线下酒水零售终端基本属 于"陪跑""绝缘"状态，但是南都湾财社记者留意到，在即时零售平台的加持后，今年部分烟酒零售终端 的销售额不但比往年同期有所提升，而且有门店甚至出现"爆单"现象，这使得终端对618有了参与感。 随着电商和即时零售等线上渠道的深度参与，渠道迎来一波清库存的机会，但是白酒建立的价格体系遭 遇到前所未有的挑战，在此其中，有龙头酒企却选择加码即时零售。 即时零售"杀价"不亚于电商，多款名酒低于经销商批价 据了解，618大促酒水遭遇电商"杀价"已是这两年的常态，而随着即时零售在今年618的首度"试 水"，"酒水们"的价格又在一个重 ...

北京商报讯（记者 刘一博 冯若男）6月17日，北京市统计局发布《2025年1—5月北京经济运行情况》显 示，1-5月，全市市场总消费额同比增长1.3%，比1-4月提高0.3个百分点。八大类商品和服务价格"四升 四降"。其中，食品烟酒类价格下降1.4%。 北平机器联合创始人李威向北京商报记者表示，目前北京精酿啤酒消费主要销售渠道是以线下实体店为 首位。此前很多精酿啤酒从业者们常认为线上渠道对于产品销售而言是一种补充。但如今，随着北京精 酿啤酒消费者饮用精酿啤酒产品的场景转变，线上销售渠道的分量也越来越重。未来，在精酿啤酒赛道 中，线上渠道销售的产品包装、销售方式以及性价比将成为市场竞争的主要板块。 作为精酿啤酒主要消费场景，今年以来，精酿啤酒餐吧消费快速复苏，尤其是在近期旺季来临之际，上 座率与客单价均持续提升，这也意味着消费者更愿意去体验、享受线下氛围与服务。北京商报记者走访 位于大吉巷的鹅岛精酿啤酒餐厅发现，下午5点开始消费者便纷至沓来，直至6点左右店内上座率已超 80%。不仅如此，从精酿啤酒价格来看，该店内精酿啤酒产品均价约50—60元/480ml，其中包括鹅岛 IPA、西柚浑浊IPA在内的8款产品售价为 ...

Core Viewpoint - Dada Group has completed its privatization transaction, becoming a wholly-owned subsidiary of JD Sunflower Investment Limited, which is fully owned by JD Group, and will no longer be a publicly listed company starting June 17, 2025 [1][3]. Company Overview - Dada Group was established in 2014 and merged with JD Group's O2O subsidiary in 2016, rebranding in 2019. It went public on NASDAQ in June 2020, becoming the first Chinese company to list in the instant retail sector in the U.S. [3]. - The company has faced continuous losses due to rising sales and marketing expenses, user incentives, and personnel costs, with cumulative losses exceeding 13 billion yuan from 2017 to 2023 [3][4]. Market Position and Performance - JD Group has been increasing its stake in Dada Group to strengthen its instant retail and delivery capabilities, with Dada's active delivery personnel exceeding 1.2 million by the end of 2023 [4]. - In 2024, Dada Group's total revenue was 9.664 billion yuan, a decrease of 8% year-on-year, with a net loss of 2.039 billion yuan, widening by 4.14% compared to the previous year [4]. Privatization Offer - In February 2025, JD Group made a privatization offer to Dada Group at $2.0 per ADS or $0.5 per ordinary share, valuing the company at approximately $520 million [5]. - JD's recent announcement of its food delivery business, which is part of the JD Seconds brand, indicates a strategic move to leverage Dada's delivery capabilities, with daily order volumes exceeding 25 million and over 150,000 restaurants onboarded [5].

Core Insights - The traditional e-commerce ecosystem for liquor, built by platforms like JD.com, Tmall, and Taobao, is being disrupted by the entry of instant retail, leading to a shift from low-price strategies to rapid delivery during the "6·18" shopping festival [1][3][11] - Online sales of liquor have seen significant growth, with major brands reporting substantial increases in sales and user engagement during the promotional period [3][4][12] - The competition between online and offline channels is intensifying, with offline retailers struggling against price wars driven by online platforms [7][10] Online Sales Growth - As of May 27, 2023, JD.com reported a 200% year-on-year increase in sales of aged liquor, with user growth at 350% [3] - Major brands like Wuliangye and Moutai also saw sales increases of 170% and 200% respectively, with Moutai's high-end series growing threefold [3][4] - Tmall's first phase of "6·18" saw core liquor brands grow by 72%, with some brands like Jian Nan Chun and Luzhou Laojiao experiencing sales growth of 284% and 433% respectively [4] Price Competition and Impact - The price war initiated by e-commerce platforms has led to significant price reductions for liquor products, with some prices falling below wholesale costs [5][9] - For example, Moutai 1935 was priced at 892 yuan on Tmall, but during "6·18," it dropped to 758 yuan, showcasing the aggressive discounting strategies employed [5][9] - The pressure from online pricing strategies is causing financial strain on traditional distributors and retailers, with many facing tight cash flow situations [9][10] Channel Dynamics - The entry of instant retail is reshaping the liquor market, with platforms like Meituan Shanguo reporting a 200-fold increase in liquor sales during the promotional period [4][6] - The traditional distribution model is under threat, with predictions that many small liquor stores may exit the market in the next 3-5 years due to the competitive pressure from e-commerce [10][11] - Despite the challenges, some distributors are adapting by establishing their own online stores or becoming third-party suppliers for e-commerce platforms [10][11] Future Trends - The liquor industry is moving towards a model that integrates online and offline channels, emphasizing the need for a balanced approach to maintain brand presence and consumer engagement [10][13] - The shift in consumer behavior towards more fragmented drinking occasions is prompting liquor companies to innovate in product design and marketing strategies [13][14] - The future success of liquor brands will depend on their ability to adapt to changing consumer preferences and effectively leverage both online and offline sales channels [12][13]

Core Insights - The article highlights the rapid growth and potential of the instant retail market for alcoholic beverages, particularly beer and low-alcohol drinks, driven by changing consumer preferences and technological advancements [1][2][4]. Market Overview - The penetration rate of instant retail in the alcoholic beverage market is currently around 1%, with a market size of nearly 200 billion yuan in 2023. This is expected to reach 6% penetration and exceed 1 trillion yuan by 2027 [1]. - Instant retail is projected to grow significantly, with estimates suggesting a market size of approximately 780 billion yuan in 2024, a year-on-year increase of over 20%, and potentially reaching 1.2 trillion yuan by 2026 [2]. Consumer Trends - Low-alcohol beverages are experiencing remarkable growth in instant retail channels, with fruit wine accounting for 38% (annual growth rate of 72%), tea wine 25% (65% growth), and sparkling wine 17% (210% growth) [4]. - The demand for instant retail is driven by younger consumers who prefer convenience and immediate consumption scenarios, such as home gatherings and outdoor activities [7][11]. Competitive Landscape - Various instant retail platforms, including specialized alcohol delivery services, are competing aggressively in the market, indicating a strong potential for growth in the alcoholic beverage segment [2][8]. - The competition is expected to intensify as leading companies in the Internet of Things upgrade their flash purchase services into independent brands and increase investment in this area [1][2]. Challenges and Opportunities - While instant retail is gaining traction, it currently has a low penetration rate, which limits its impact on traditional sales channels. However, it can help traditional channels by reducing inventory pressure, especially for mid- to low-priced products [8][9]. - Instant retail is seen as a complementary channel that can address fragmented consumer needs, particularly for low-alcohol and craft beers, while high-end products will continue to rely on traditional channels [11]. Future Outlook - The future of instant retail in the alcoholic beverage sector will likely involve enhanced efficiency in the supply chain, deeper integration between manufacturers and platforms, and localized market strategies [11].