Core Viewpoint - Meituan's Xiaoxiang Supermarket is re-entering the offline retail space, exploring new store formats similar to Hema's community store brand "Hema NB" and larger store models akin to "Hema Fresh" [4][6][11]. Summary by Sections Meituan's Offline Strategy - Meituan Xiaoxiang Supermarket has restarted its offline business after nearly eight years, initially benchmarking against Hema's community store brand and now considering larger store formats [4][6]. - The company is currently recruiting for various operational roles, indicating a serious commitment to this offline venture [4]. Historical Context - Meituan's initial foray into offline retail began in 2016 with the launch of "Zhangyu Fresh," which later evolved into "Xiaoxiang Fresh" with seven stores opened in 2018 [6][7]. - The company faced challenges, leading to the closure of five stores in 2019 due to a misjudgment of market demand for high-end fresh produce [7][8]. Market Environment and Competition - The current market landscape for offline retail is undergoing a reshuffle, with traditional supermarkets like Walmart and Carrefour either exiting or restructuring their operations [9]. - Competitors such as JD's "JD Seven Fresh" and Hema are expanding their store networks, indicating a trend towards integrating online and offline strategies [8][9]. Financial Performance and Growth - Xiaoxiang Supermarket has seen significant growth, with sales increasing 50 times over four years, and its annual GMV approaching 30 billion yuan [10]. - Despite this growth, the supermarket is currently at a breakeven point or slightly profitable, highlighting the challenges of profitability in the fresh produce sector [10]. Comparison with Hema - Hema has successfully achieved profitability and growth, with plans to open 72 new stores in 2024, focusing on its main business lines [11]. - Xiaoxiang Supermarket aims to differentiate itself from Hema by targeting different customer segments and leveraging its established supply chain [11].

来源： 21世纪经济报道 京东、美团的对决再升级，显然不是外卖浅层之争，而是对即时零售市场的长远争夺。 "京东黑板报"截图。 4月15日，美团正式发布即时零售品牌"美团闪购"，定位为24小时服务的购物平台，主打"30分钟送达"。 其宣传视频中对传统电商配送的对比，出现"你的 东东再等等"标语，配图与京东App标识中的狗形象高度相似，被外界解读为内涵京东。 美团闪购视频号画面。 随后， 京东黑板报发文"京东不打口水仗，但会坚持说实话"， 要点包括：秒送业务发展迅速，京东本季度计划新增超5万名全职外卖员，全额承担五险一 金费用；京东品质外卖日订单量突破500万单，GMV超越"幽灵外卖"千万单量；京东自营秒送"快于30分钟"，覆盖10万+品牌线下店，涵盖日常生活几乎所 有品类，主打"自营品质+秒送服务"。 今年2月，京东上线外卖业务，走的是"品质外卖"路线，招揽商家给出了"免佣"大礼包，还给全职外卖骑手缴纳五险一金，反攻美团餐饮外卖腹地。本质 上，京东意在通过高频外卖业务吸引大量活跃的优质用户，并且京东外卖与其他业务之间的生态协同效应显著，外卖用户可以转化为全品类即时零售用 户。 4月15日，美团拆分闪购为独立品牌 ...

【导读】美团宣布正式推出零售品牌"美团闪购" 中国基金报记者 忆山 继上周预告造势后，4月15日上午，美团宣布正式推出"美团闪购"平台，进一步加码即时零售业务。 美团表示，将联合全国近3000个县市区旗的零售商、品牌商与本地中小商家，服务全国10亿消费者的日常购物需求，并将"等快 递"升级为"30分钟送达"。 美团还称，他们致力于为商家创造生意增量，帮助商家降低经营成本，坚持行业最短的3天账期，支持随时提现，比自营快递电 商平均回款周期缩短2个月。 基金君更新美团App后发现，"美团闪购"已正式以独立入口的形式出现在首页，在手机家电类目里，华为、小米、苹果等品牌均 已入驻。 日前，美团核心本地商业CEO王莆中表示，即时零售的发展大势是挡不住的，"30分钟送万物"创造的新体验一定会满足更多用 户需要。 除了美团之外，还有多家头部电商积极布局即时零售赛道。其中，京东在2024年便将即时零售列为"三大必赢之战"之一，并将 旗下"京东小时达"与"京东到家"两大即时零售业务合并升级为"京东秒送"。 进入2025年，京东将布局重点放在外卖业务上，相继推出"0佣金""百亿补贴"等活动。数据显示，京东外卖上线40天，日订单量 ...

21世纪经济报道记者孔海丽 北京报道 京东、美团的对决再升级，显然不是外卖浅层之争，而是对即时零售市场的长远争夺。 4月15日，美团正式发布即时零售品牌"美团闪购"，定位为24小时服务的购物平台，主打"30分钟送达"。其宣传视频中对传统电 商配送的对比，出现"你的东东再等等"标语，配图与京东App标识中的狗形象高度相似，被外界解读为内涵京东。 美团闪购视频号画面。 随后，京东黑板报发文"京东不打口水仗，但会坚持说实话"，要点包括：秒送业务发展迅速，京东本季度计划新增超5万名全职 外卖员，全额承担五险一金费用；京东品质外卖日订单量突破500万单，GMV超越"幽灵外卖"千万单量；京东自营秒送"快于30 分钟"，覆盖10万+品牌线下店，涵盖日常生活几乎所有品类，主打"自营品质+秒送服务"。 " 京东黑板报 " 截图。 内容几乎"针尖对麦芒"，一方暗讽传统电商配送慢，另一方批判"幽灵外卖"，再次点明全额承担骑手社保成本，强调即时零 售"自营品质"且"快于30分钟"。 口水仗背后即时零售进入2.0时代，升级到"万物闪电战"，平台正面硬刚"30分钟送万物"。 高频低频互切 拆解来看，双方的战略动作形成了鲜明的对攻态势。 ...

Group 1 - JD's entry into the food delivery market has sparked significant industry discussions, with Meituan's CEO commenting that JD is not the first nor the last company to attempt this venture [1] - Meituan has been rapidly advancing in non-food categories such as 3C digital products, pharmaceuticals, and fresh produce, indicating a competitive response to JD's market entry [1] - The food delivery market is a critical battleground for local life services, with Meituan and Ele.me currently holding the majority market share [1] Group 2 - The traditional traffic acquisition strategies, such as subsidies and coupons, are becoming less effective, necessitating a shift in market optimization strategies [2] - There is a need to cultivate high-net-worth consumers who prioritize service quality over subsidies, indicating a shift in consumer behavior [3] - The food delivery industry, while appearing mature, requires intricate improvements across the entire supply chain, from merchants to delivery personnel to consumers [4] Group 3 - The competition between major players like JD and Meituan is characterized by mutual attacks and defenses, highlighting the dynamic nature of the market [5] - The ongoing rivalry is not just between the founders but reflects broader market competition that drives innovation and restructuring of business models [5]

对决的种子，三年前就已埋下 Fast Reading 作者丨瀚星 京东与美团必有一战，这是互联网圈多年来的共识。 支撑这一判断的逻辑是：线上零售的配送时效性越来越强，"外卖"的品类越来越丰富，两种业态的 边界越来越模糊。前者是京东的专长，后者是美团的强项，一场短兵相接在所难免。 近日，这场战争以一种出人意料的方式迅速升温。 京东高调入局"整顿"外卖行业，刘强东屡次公开表达要认真做外卖的决心，CEO许冉则在近日的一 场群访中直戳外卖行业痛点。另一边，一向低调的美团也公开回呛：核心本地商业CEO王莆中在社 交平台晒出美团的即时零售成绩，并讽刺对手"狗急跳墙"。这一举动，被刘强东四两拨千斤回怼： 不打口水仗，不能产生社会价值。 王莆中的"破防"和刘强东的"淡定"背后，两家许久未见硝烟的互联网巨头之间，一场针锋相对的白刃 战一触即发。 京东揭了美团外卖的行业痼疾，美团戳了京东即时零售成绩欠佳的痛处。高管隔空喊话，双方谁更 受伤？ 京东与美团必有 战 这是互联网圈多年来的共识 ■ 两家公司的高管隔空喊话：京东揭了美团外卖的行业痼疾，美团戳了京东即时零售成绩欠佳 的痛处。 ■ 京东许冉认为，对京东零售来说，外卖业务做好了 ...

21世纪经济报道记者周慧北京报道 王莆中除了犀利点评京东的外卖业务，还透露"原定在下周正式发布美团即时零售品牌"。王莆中称，近 几年即时零售发展如火如荼，生鲜、酒饮、3C数码、药品等品类的进展速度远超预期，美团非餐饮品 类的订单突破了1800万单，即时零售业务让对手如鲠在喉，如芒在背。这也是美团高管首次正面回应京 东外卖搅局即时零售市场的话题。 京东将即时零售视为"必赢之战"，高频需求的餐饮外卖业务，被行业认为是京东抢占即时零售市场的重 要入口。2025年初，京东开始高调发力外卖市场，餐饮外卖订单也增长迅速。据4月11日的晚点报道， 京东集团SEC副主席、京东集团CEO许冉透露："百亿补贴上线后，单量增长很迅速，京东外卖的餐饮 日订单量预计下周（4月14日这周）即将突破500万单，这个速度远远快于预期。" 同一天时间，京东集团新闻发言人齐珊珊在朋友圈发布了与京东集团创始人刘强东的内网对话，齐珊珊 把王莆中上述言论发给刘强东后，刘强东回应：要是有空就赶紧去加入"小哥应急小组"…… 21世纪经济报道记者从行业人士获悉，王莆中提到将要正式发布的"美团即时零售品牌"，就是美团闪 购。2024年美团闪购取得了超出预期的 ...

Core Viewpoint - The competition between JD and Meituan in the food delivery market is intensifying, with JD aiming to capture market share through significant subsidies despite Meituan's dominant position in daily orders [2][7][8]. Group 1: Market Dynamics - JD's CEO Xu Ran emphasized that the food delivery market can accommodate multiple platforms, indicating a competitive stance against Meituan [2]. - JD's daily order volume for food delivery is approaching 5 million, while Meituan's average daily orders exceed 78 million, showcasing a significant gap [2]. - Meituan's flash purchase service has also seen daily orders surpassing 10 million, indicating its strong market presence [2]. Group 2: Competitive Responses - Meituan's senior vice president Wang Puzhong publicly criticized JD's entry into the food delivery space, reflecting the competitive tension between the two companies [2][7]. - Wang's comments suggest that Meituan views JD's large warehouse and distribution model as outdated, raising questions about the future of centralized logistics in the industry [9][13]. Group 3: Strategic Implications - The ongoing rivalry highlights a broader discussion about the future of instant retail in China, with both companies exploring necessary factors for success [8]. - The distinction between food delivery and instant retail is becoming blurred, with both companies recognizing the importance of integrating logistics and supply chain management [11][12]. - The competitive landscape is characterized by a mix of self-operated and platform-based business models, with Meituan leveraging its flexibility to explore various market segments [16][17]. Group 4: Industry Trends - The evolution of instant retail is marked by a shift from centralized to decentralized logistics models, challenging traditional frameworks [9][14]. - The success of instant retail platforms like Meituan's flash purchase and JD's past initiatives indicates a growing market for rapid delivery services [10][18]. - The interplay between large retail stores and smaller, agile operations is reshaping the retail landscape, with both models coexisting and competing for market share [18].

4月12日午间，美团本地商业CEO王莆中通过多个渠道在社交平台发文，表达了自己对于京东外卖的看 法。 相关内容全文如下： 1、京东不是第一家想做外卖的公司，也可能不是最后一家。阿里、滴滴、字节不是都做过，滴滴目前 在海外也还在做呢。 2、如果把外卖当作即时零售(30分钟送万物)的一部分，达达和京东到家早在2014年就开始了，只不过 收效甚微。据媒体报道:达达集团疑虚报数据带崩京东 亏损无解、高管出走、核心业务增速已放缓。 3、即时零售这几年发展的如火如荼大家有目共睹:尤其是在生鲜、酒饮、3c数码、药品...等品类的进展 速度远超预期，美团非餐饮品类的订单突破了1800万单，可以说让某些公司如鲠在喉，如芒在背。 4、我们原定在下周正式发布美团即时零售品牌，这在媒体圈不是秘密，发布前很可能还会有各种干扰 出来。不过即时零售的发展大势是挡不住的，"狗急跳墙"也好,"围魏救赵"也罢，"30分钟送万物"创造的 新体验一定会满足更多用户需要，把那些大而无当的仓配体系扫进历史垃圾堆。 美团高管发言 知乎平台截图 观察者网获悉，关于此事，刘强东也在京东内部的聊天表达了自己的看法，称"不要和人打口仗，不能 产生社会价值。" 以 ...

Core Viewpoint - Meituan's flash purchase service will be upgraded to an independent brand, enhancing its visibility and consumer recognition in the instant retail market [2][3]. Group 1: Meituan's Flash Purchase Development - Meituan's CEO Wang Puzhong announced the official launch of the instant retail brand, indicating that Meituan's flash purchase will operate as an independent brand [2]. - The flash purchase service has already surpassed 18 million orders, with a daily average of 10 million orders and a peak of 16 million orders reported in the third quarter of 2024 [2]. - The overall growth of Meituan's flash purchase orders exceeded 25% in 2024, achieving micro-profitability, estimated not to exceed 1 billion yuan [2]. Group 2: Competitive Landscape - Meituan's flash purchase is part of a broader trend among major internet companies, including JD.com and Alibaba, which are intensively expanding their instant retail services [3]. - JD.com has also upgraded its instant retail service to "JD Seconds," and is aggressively entering the food delivery market, aiming for a daily order volume of 5 million [3][4]. - The competitive dynamics are intensified by JD.com's "100 billion subsidy" initiative, which has significantly increased order volumes for participating merchants [4].