二级市场上，外卖三巨头激烈"厮杀"之后的首个交易日，7月7日，蜜雪集团（02097.HK）、 古 茗 （ 01364.HK ） 、 沪 上 阿 姨 （ 02589.HK ） 、 茶 百 道 （ 02555.HK ） 、 奈 雪 的 茶 （02150.HK）、霸王茶姬（CHA.O）股价全线飘红，但此后并未能持续上涨。 头部量贩零食品牌万辰集团（300972.SZ）旗下的好想来、来优品、吖嘀吖嘀、陆小馋、老 婆大人5个品牌，今年6月入驻淘宝闪购至今，上线了近2000多家门店，目前主要覆盖华东、 华北等地区，7月5日（周六）当天订单环比前一个周六增长了922%，其中好想来的订单增幅 更是达百倍。" 我们有个河南的门店，单日出单640多单，店员打包都要打冒烟了。 "万辰集 团公司人士对财联社记者表示。 面对劲敌，京东也毫不示弱，7月8日，京东外卖宣布正式启动"双百计划"，拟投入超百亿元 扶持更多品牌销量破百万，平台将通过流量扶持、营销补贴、爆品运营优质配送和专属售后的 5A级商家服务体系，帮助更多品质餐饮商家实现线上生意可持续增长。 截至7月8日，京东外卖上线4个月，已有近200个餐饮品牌在京东外卖销量破百万。 瑞幸 ...

7月8日，京东表示，截至当日，京东外卖上线4个月，已有近200个餐饮品牌在京东外卖销量破百万，第 三方调研机构数据显示品质外卖市场京东以45%份额居行业第一。同时京东外卖宣布正式启动"双百计 划"，投入超百亿元，真金白银扶持更多品类标杆品牌销量破百万。 图片来源：视觉中国 当美国科技企业凭借AI和太空探索等前沿创新不断推高市值时，中国的互联网巨头却再次深陷外卖补 贴的"内卷泥潭"，股价也集体进入震荡下跌模式。 7月2日，淘宝闪购宣布启动规模高达500亿元的补贴计划，当日订单即出现显著增长。5日至6日，美团 和阿里突然开战，分别发放外卖大额券，包括"满25减21""满25减20"等多张无门槛的外卖券，美团还联 合不同奶茶饮品品牌推出了"0元喝奶茶"的平台福利活动，"美团崩了"也一度登上热搜。5日夜间，美团 先行发布战报，称截至当日22时54分，美团即时零售当日订单已经突破了1.2亿单。淘宝闪购则在7日宣 布，7月5日的日订单数超8000万，其中非餐饮订单超1300万，淘宝闪购日活跃用户超2亿。 在这最新一轮的攻防战中，自今年2月起强势进军餐饮外卖业务的"搅局者"京东却显得相对沉寂，很大 程度上或许源于其骑手资源 ...

China Internet & Restaurants: Food delivery expert session takeaways: Focusing on evolving competitive landscape and implications to unit As part of the expert channel-check calls arranged alongside China Consumer team's APAC Consumer & Leisure Corporate Day, we hosted an expert session on food delivery with investors on June 11, where we invited Mr. Shi, CEO & Founder at Yuzhibo Information Technology. Key topics discussed include 1) Enlarged on-demand consumption market from recent platform subsidies, whe ...

据艾瑞最新数据，京东外卖日均订单量已突破2500万单，占据全国外卖市场超31%的份额，在品质外卖 细分领域约有45%的市场占有率，与美团、饿了么共同构建起"三足鼎立"的行业新格局。另据艾瑞咨 询，目前中国外卖市场日均订单量达8000-9000万单。 ...

Core Insights - Uber Technologies is thriving due to the increasing costs and hassles associated with car ownership, while Carvana offers an affordable alternative for owning a vehicle [1][2] - Despite both companies showing growth, Uber is positioned to benefit from a long-term trend away from car ownership, while Carvana's growth may be more cyclical [10][18] Company Comparisons - Uber controls approximately 75% of the U.S. ride-hailing market and reported $44 billion in revenue for the last year, with an 18% year-over-year growth [3][4] - Carvana reported $13.7 billion in revenue for 2024, reflecting a 27% year-over-year increase, and achieved a net income of $404 million [5][6] - Uber's revenue growth is expected to continue, while Carvana's performance may be influenced by cyclical trends in the used car market [8][18] Market Trends - A Deloitte survey indicates that 44% of U.S. residents under 35 are considering giving up car ownership, highlighting a shift in consumer behavior [10] - The global ride-hailing market is projected to grow at an average annual rate of over 11% through 2033, benefiting Uber [11] - The food delivery industry is also expected to grow at an annualized pace of 17%, presenting additional opportunities for Uber [12] Financial Performance - Carvana's stock has increased by over 200% in the past year, while Uber's shares have not shown significant progress since March of the previous year [7] - Carvana's shares are currently trading 14% above analysts' consensus price, whereas Uber's stock is 16% below the average price target of $97.39 [19] Challenges and Opportunities - Carvana faces challenges due to a lack of inventory in the used car market, which may impact its ability to meet consumer demand [15] - Uber benefits from urban congestion and high car prices, which are likely to sustain demand for ride-hailing services [18] - Carvana's growth potential is limited as it currently accounts for only about 1% of the used car market [16]

转自：草原云 进入5月份，呼和浩特市消费市场活力涌动，外卖平台竞争持续升温。京东、美团、饿了么等头部企业 通过差异化策略抢占市场份额，淘宝闪购作为新晋平台高调入局，叠加政府消费补贴与商家让利，首府 市民成为最大受益群体。 呼和浩特市商务局推出"乐享消费·惠购青城"系列活动，联合美团平台发放"满100减30"等消费券，与平 台补贴叠加使用形成合力，覆盖多个本土餐饮品牌。多重优惠叠加下，市民可享受"个位数购奶茶""半 价吃大餐"等实惠。 内蒙古日报·草原云记者：郑学良 实习生：贾思敏 新闻编辑：郭娜 京东外卖以"全年免佣金"政策切入本地市场，吸引白大草原馅饼、德顺源等本土知名餐饮品牌及多家连 锁餐饮企业入驻。平台通过降低商家运营成本，使部分套餐价格较其他平台更为优惠。市民牛先生表 示："同样的套餐，京东用券后比堂食还便宜5元，配送费全免，确实划算。" 美团外卖在呼和浩特等全国百余城市推行安全分考核机制，骑手通过规范驾驶行为积累安全分，积分与 奖金、福利挂钩。"五一"期间，安全分排名全市前100名的骑手可额外获得510元现金奖励。另外，美团 外卖包装新增"安全分90+骑手派送"的醒目标签，配送服务更加规范，消费者体 ...

30 April 2025 | 6:31AM HKT Navigating China Internet Assessing the state of play with JD's entry into food delivery; scenarios and implications for Meituan, JD With JD's faster-than-expected food delivery ramp-up to 1/6 of Meituan's daily orders within two months of operations and the significant 20% share price declines of both Meituan and JD since April (vs. HSTECH of -9%), we lay out three eventual scenarios and assess the potential impacts to Meituan and JD: Scenario 1) JD pulls back subsidies and event ...

When it comes to ride-sharing in the U.S., there are only two choices for consumers and investors: Uber (UBER 0.24%) and Lyft (LYFT 2.99%).The two companies have been rivals since their early days, and while Uber has long been the market leader, Lyft has been a steady innovator in the space and held its own despite predictions that it would fall by the wayside.Investors interested in the ride-sharing industry are likely to choose one or even both of these companies, as they're exposed to the same kind of op ...