Core Insights - The community group buying model, once favored by capital, is facing decline as major players withdraw from the market, leading to speculation about its sustainability and the rise of instant retail as a new battleground [1][3][4] - Instant retail is emerging as a response to consumer demand for immediacy, with major companies like Meituan, JD, and Alibaba investing heavily to capture a share of this trillion-yuan market [1][6][11] Community Group Buying - Community group buying combines online ordering with offline pickup, aiming to reduce costs by eliminating intermediaries and lowering logistics expenses [2] - The model saw massive capital influx starting in late 2020, with companies like Meituan and Pinduoduo offering substantial subsidies to attract users, leading to unsustainable growth [2][3] - The decline is attributed to overestimation of market potential, underestimation of costs, and low customer loyalty due to reliance on price-sensitive consumers [3][4] Instant Retail - Instant retail focuses on meeting the immediate needs of consumers, offering delivery within 30 minutes, and is projected to exceed 1 trillion yuan by 2025 [6][11] - Major players are establishing clear strategies in instant retail, with Meituan leading the market, followed by Alibaba and JD, all leveraging their logistics and supply chain strengths [6][7][9] - Instant retail addresses real consumer demand for speed and convenience, particularly in fresh produce and daily necessities [6][11] Challenges and Opportunities - Instant retail faces challenges such as high delivery costs and low profit margins, similar to community group buying, with intense competition leading to price wars [8][10] - The market is expected to consolidate, with smaller retailers struggling to survive, while larger chains may expand through acquisitions [9][10] - To thrive, instant retail platforms must focus on optimizing supply chains, enhancing service quality, and shifting towards higher-priced offerings to improve margins [11][12]

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据悉，当天早些时候，美团发布2025年第一季度业绩报告。公司各项业务稳健发展，实现季度营收866 亿元，同比增长18%。季度研发投入58亿元，年交易用户数和年活跃商户数再创新高。 本文系观察者网独家稿件，未经授权，不得转载。 在电话会上，王兴表示，近期，部分平台进入外卖行业，通过补贴等策略发起竞争。针对这一话题，王 兴回应称，过往美团也经历了几轮非常激烈的竞争，相信美团这次也能获胜。欢迎更多的新玩家进入外 卖和即时零售市场，但竞争最终需要回到商业的本质，中国外卖行业已经发展到新阶段，外卖平台和商 户都不应回到很多年前依靠激进补贴驱动的竞争模式，平台需要同时服务好消费者、商家和骑手等各方 利益相关者，才能可持续发展。 在外卖业务的未来发展上，王兴也重点强调了将继续通过创新挖掘增量、带动行业品质提升。"我们将 更加积极推动供给侧的模式创新，挖掘外卖业务新的增量，积极采取各项举措推动行业品质提升，优化 商户线上经营环境"，王兴表示，"我们会积极提倡行业反内卷，帮助行业向更加成熟、理性、以品质和 服务取胜的方向发展，继续推动行业健康发展"。 "同时，美团关注到，当前行业竞争中，有些补贴是非理性的，伴随着低质量和低价格 ...