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京东入局自营外卖:击垮的是“幽灵店”还是“小微店”?
Sou Hu Cai Jing· 2025-08-02 08:30
Core Viewpoint - JD.com plans to open 10,000 self-operated takeaway stores named "Qixian Xiaochu," which has sparked controversy regarding its impact on small businesses and the role of platforms in the market [1][6]. Group 1: Impact on Small Businesses - The move by JD.com is seen as a threat to millions of small family-run businesses, with critics arguing that it represents monopolistic behavior rather than innovation [1][6]. - The introduction of "ghost takeaways" as a target for JD.com raises questions about the fairness of its competition, as many legitimate small businesses may be unfairly categorized as such [2][3]. - The new "immediate pickup restaurant" label allows previously excluded small businesses to re-enter the market, but this change appears to be tailored to benefit JD.com's new business model [5][6]. Group 2: Competition and Fairness - JD.com's entry into the self-operated takeaway market is likely to create direct competition with small restaurants that rely on the platform for traffic, raising concerns about unfair competition [6][8]. - Critics argue that JD.com controlling both the traffic and participating in the market could lead to data misuse and unfair advantages over smaller competitors [6][8]. - The lack of clear regulatory standards for platform self-operation versus neutral governance remains a significant concern for the industry [6][8]. Group 3: Financial Viability and Market Strategy - The takeaway industry is characterized by high costs and low profit margins, with delivery costs accounting for 60%-70% of expenses, making profitability challenging even for established players like JD.com [7][8]. - JD.com's first-quarter 2025 financial report indicated a significant operating loss in its new business segment, including takeaway services, highlighting the financial risks involved [7][8]. - The strategy of self-operated takeaways may be more about creating a narrative in a post-subsidy environment rather than addressing food safety issues, as the industry faces ongoing challenges from price wars and market saturation [8][9].
刚刚!美团、京东、淘宝闪购、饿了么官宣
Sou Hu Cai Jing· 2025-08-01 06:18
外卖平台纷纷发文,呼吁抵制恶性竞争、规范促销补贴! 8月1日上午,美团发文《繁荣行业生态,抵制无序竞争》,淘宝闪购及饿了么发文《持续提升服务 推动良性竞争 激发消费烟火气》,京东 发文《践行主体责任和社会责任 共建外卖行业健康生态》,承诺将抵制恶性竞争、规范促销补贴、提升服务质量。 美团官微发文称,外卖平台补贴近日引发社会高度关注,美团对此高度重视,将坚决规范促销行为,杜绝不正当竞争行为,推动建立公平有 序行业秩序,促进各方互利共赢。承诺从自身做起,并积极呼吁行业共同构建良好生态,促进餐饮服务行业规范健康持续发展。其中包括, 开展补贴活动严格遵守相关法律法规,依法向商家和消费者公示补贴信息,不强制或变相强制商家参加补贴活动,切实保障商家自主定价权 等。 美团方面称,愿意和各方一起,务实行动,共同抵制"内卷式"竞争,把更多宝贵的资源,用到做好服务体验,改善商户经营,保障骑手权 益,推进科技创新,参与国际竞争,促进行业高质量发展的刀刃上。 美团发文抵制无序竞争 淘宝App同日上午也在规则中心上线声明,承诺将构筑公平透明、各方共赢的机制。包括从消费者和商家需求出发,合理规划发放补贴;坚 决抵制恶性竞争,不做大规模" ...
事关你的外卖,美团、淘宝闪购及饿了么、京东同日发文
Sou Hu Cai Jing· 2025-08-01 04:28
1日,美团、淘宝闪购及饿了么、京东发文:呼吁抵制无序竞争。 美团Meituan微信公众号1日发布的《繁荣行业生态,抵制无序竞争》中表示,近日,外卖平台补贴引发社会高度关注,美团将坚决规范促销行为,杜绝不正 当竞争行为,推动建立公平有序行业秩序,促进各方互利共赢。在此承诺从自身做起,并积极呼吁行业共同构建良好生态,促进餐饮服务行业规范健康持续 发展。 美团提出5条相关举措,详情如下: 美团方面表示,愿意和各方一起,务实行动,共同抵制"内卷式"竞争。 一是开展补贴活动严格遵守《反垄断法》、《反不正当竞争法》、《电子商务法》、《价格法》、《反食品浪费法》等法律法规,不以显著低于成本 的价格销售商品和服务,严重扭曲价格信号,扰乱市场竞争秩序,造成浪费。 二是开展补贴活动依法向商家和消费者公示补贴信息,不对补贴总额进行夸大宣传。 三是不强制或变相强制商家参加补贴活动,切实保障商家自主定价权。 四是对商家和消费者遵循无歧视原则,确保促销补贴活动公平性,不通过选择性补贴伤害中小商户利益。 五是积极构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态。倾听广大商户意见,降低商户经营成本,从"比价格"回归"比品质""比服 ...
美团:不强制或变相强制商家参加补贴活动
Bei Jing Shang Bao· 2025-08-01 02:49
Core Viewpoint - Meituan emphasizes the need for fair competition and a healthy industry ecosystem, committing to regulate promotional activities and avoid unfair competition practices [1] Group 1: Regulatory Compliance - Meituan will strictly adhere to various laws including the Anti-Monopoly Law, Anti-Unfair Competition Law, E-Commerce Law, Price Law, and Anti-Food Waste Law when conducting subsidy activities [1] - The company will not sell goods and services at prices significantly below cost to avoid distorting price signals and disrupting market order [1] Group 2: Transparency and Fairness - Meituan commits to transparently disclosing subsidy information to merchants and consumers without exaggerating the total amount of subsidies [1] - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] Group 3: Ecosystem Development - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, while listening to merchants' feedback to reduce their operational costs [1] - The focus will shift from competing on price to competing on quality and service, promoting a balanced development between takeout and dine-in services [1] - The company is dedicated to improving the rights and protections of delivery riders, aiming to stabilize their income and employment conditions [1]
美团:呼吁行业共同构建良好生态 促进餐饮服务行业规范健康持续发展
Zheng Quan Shi Bao Wang· 2025-08-01 02:37
人民财讯8月1日电,美团官微今日发文称,外卖平台补贴近日引发社会高度关注,美团对此高度重视, 将坚决规范促销行为,杜绝不正当竞争行为,推动建立公平有序行业秩序,促进各方互利共赢。美团承 诺从自身做起,并积极呼吁行业共同构建良好生态,促进餐饮服务行业规范健康持续发展。美团表示, 开展补贴活动将严格遵守相关法律法规,不强制或变相强制商家参加补贴活动,切实保障商家自主定价 权。 ...
美团:有冒充骑手编造悲情故事当街乞讨,两人因诈骗被拘留
Xin Lang Ke Ji· 2025-07-31 12:23
近日,有不法分子在石油路辖区商 场、医院等人流密集区域,使用虚假身 份、编造虚构事由,采取下跪、卖唱等 方式博取同情,诱导市民、游客扫描二 维码乞讨诈骗。警方提示:二维码暗藏 风险,请广大市民、游客提高防范意 识,不轻信、不转账,保护财产安全!遇 可疑情况,请立即拨打110报警。 ARRESSERSERSERSHIP 警示提醒 扫码关注平安渝中微信号 新浪科技讯 7月31日晚间消息,美团官方账号"小团有话说"今日晚间发文称,近日,重庆市公安局渝中 区分局发布警示提醒:有不法分子使用虚假身份、编造虚构事由,采取下跪、卖唱等方式博取同情,诱 导市民、游客扫描二维码进行乞讨诈骗,提醒广大市民注意防范。 美团了解到,重庆警方接到群众举报,在渝中区时代天街商圈附近,有一名男子身穿美团骑手工服跪 地,一名女子通过扩音器唱歌吸引人流,两人中间摆有"请救救我的儿子"等字样的立牌,其中包含子女 重病急需手术费等内容,吸引不少人关注。因涉及骑手身份,公司有关部门配合警方进行了信息核实, 发现该男子为杨某某,2019年曾在湖北宜昌注册成为一名众包骑手,2023年12月将骑手账号注销,此后 未在平台跑单。警方调查后发现,杨某某身穿的 ...
一句外卖差评引发名誉权诉讼,消费者吐槽的平衡点在哪
Qi Lu Wan Bao Wang· 2025-07-31 08:53
也是商家"噩梦" 因为一句"别吃垃圾外卖,别让这种人继续猖獗了",餐饮店将打差评的顾客告上了法庭。近日,湖南省祁东县人民法院审结了一起因外 卖差评引发的名誉权纠纷案。这个案件折射出一个普遍问题:如何在消费者监督权与商家名誉权之间找到平衡点? "吐槽"遭遇维权 商家起诉顾客被法院驳回 案件源于去年消费者小丽(化名)通过外卖平台在祁东县某餐饮店点购了一份盖饭外卖。食用约半小时后,小丽感到身体不适,头晕头 疼。她随即通过平台联系商家沟通,质疑其出售的食物为预制菜,并以此为由要求退款。商家则建议小丽报警处理。 之后,商家主动找到小丽居住的小区,提出带其就医,但遭到小丽拒绝。商家报警之后民警介入,小丽表示可自行就医,无需商家陪 同。当晚,情绪未平的小丽以匿名身份在该餐饮店的外卖平台评论区留言:"我吃完头晕头疼、预制菜就是预制菜、别吃垃圾外卖、别让 这种人继续猖獗了"。 这条差评发布不到两小时即被平台系统自动隐藏,未再实际公开展示。但餐饮店认为小丽的评论侵害了其名誉权,遂将其诉至祁东县人 民法院,要求小丽删除差评、赔礼道歉,并赔偿停业损失、精神损害抚慰金及律师费等各项费用。 法院审理后认为,小丽的评论是其在用餐后基于自身 ...
转行“经营外卖”,刘强东与挽救京东南辕北辙
Sou Hu Cai Jing· 2025-07-29 12:35
京东集团正式进军外卖市场以来,刘京东可谓大招频开:继堪称炸裂的"商家0佣金入驻"政策后,京东 又重磅官宣了"给外卖骑手缴纳'五险一金'"的福利。这些举措短时间起到了一定作用,截止到今年6月 底,京东外卖日订单量已突破2500万单,品质餐饮门店入驻超过 谈人 | 文/邱林 ...
饿了么前 CEO 被抓细节曝光,4000 万元贿款物藏多个出租屋
程序员的那些事· 2025-07-26 20:34
Core Viewpoint - The article discusses a significant corruption case involving a senior executive from a major internet company in Shanghai, specifically related to bribery in logistics operations, highlighting the systemic issues within the industry and the implications for corporate governance [1][3]. Group 1: Case Details - On July 24, Shanghai police reported the arrest of seven individuals involved in a bribery case, with the total amount exceeding 40 million yuan (approximately 5.6 million USD) [1]. - The case centers around Han Liu, a former logistics supervisor at Ele.me, who was implicated in accepting bribes from suppliers in exchange for favorable treatment in securing logistics delivery qualifications across multiple cities [1][3]. - The investigation revealed that Han and two accomplices received bribes over 30 times within two years, totaling over 40 million yuan [1][3]. Group 2: Supplier Dynamics - Suppliers engaged in bribery either sought to retain their qualifications due to poor performance or aimed to improve their business conditions by gaining preferential treatment [3]. - Han and his associates exploited their positions to provide business advantages to those who bribed them, further entrenching corrupt practices within the logistics sector [3]. Group 3: Company Response - In June 2023, Ele.me acknowledged the investigation into Han Liu, stating that the company had conducted an internal review and reported the findings to law enforcement [5]. - The company emphasized its commitment to integrity and compliance, indicating a zero-tolerance policy towards unethical behavior [5]. Group 4: Executive Background - Han Liu, born in the 1980s, previously worked at JD.com and joined Alibaba in 2019, eventually becoming the CEO of Ele.me in March 2024 before being reassigned in February 2025 [6].
FT中文网精选:外卖大战中的赢家和输家
日经中文网· 2025-07-24 02:24
Group 1 - The current consumer landscape is characterized by experienced consumers who have become adept at taking advantage of promotional offers, particularly in the context of the recent intense competition in the food delivery sector [3][4]. - The recent food delivery competition has been labeled "epic," largely due to the extensive and accessible nature of promotional offers, with Alibaba reportedly investing 50 billion yuan in subsidies for its Taobao flash sales [4]. - The prevalence of promotional tactics, such as "0 yuan purchase" offers, has attracted even non-regular consumers, indicating a significant shift in consumer behavior driven by incentives [4].