Core Insights - The article highlights the significant impact of low-priced food delivery orders, with 75% of new orders this year coming from the price range below 15 yuan [1] - It notes that nearly half of the incremental orders generated through subsidies after the delivery battle in May are from beverages, leading to a surge in sales for many tea and coffee shops [1] - The CEO of Meituan's core local business, Wang Puzhong, indicated that the average spending per customer in the dining industry has approached levels seen in 2015, suggesting a decline in consumer spending [1] Summary by Sections - **Delivery Market Trends** - 75% of new delivery orders this year are from the low-price segment of under 15 yuan [1] - A significant portion of the growth in orders is attributed to beverages, particularly after subsidy-driven promotions [1] - **Consumer Spending Patterns** - The average customer spending in the dining sector has reverted to levels similar to 2015, indicating a potential stagnation in growth [1] - The overall average spending per order has dropped to a low point, forcing businesses to rely on lower prices to maintain order volumes [1]