把"浙江之声"，更容易找到我们 来源：小团有话说、京东黑板报、智通财经 版权归原作者所有，如有侵权请及时联系 4月21日，有消费者在社交媒体晒出与京东创始人刘强东合影，照片中刘强东身穿京东外卖骑手工服，手持外卖，疑似亲自参与京东外卖的一线配送服 务。 该消费者配文表示，"接到了东哥送的第一单外卖，荣幸啊，也算享受过千亿大佬的服务啦。"对此，记者问询京东，对方表示，上述消息属实。 美团再发声明 4月21日晚，美团官方微信公众号"小团有话说"发布"关于已辟谣谣言被某平台再度利用的说明"，回应针对要求骑手"二选一"传言。 美团声明称，没有任何平台有动力、有能力去约束外卖骑手的接单选择。自外卖行业诞生以来，美团、饿了么、百度、抖音等参与者均未限制骑手多平台 工作。美团从未限制骑手在饿了么上接单（单量为某平台数倍），未要求骑手不跑闪送、顺丰等其他即时配送平台，同样更没有任何理由对某平台进行任 何限制。目前，美团、饿了么、闪送等平台骑手都在为某平台提供配送服务支持。声明全文如下： 4月19日,小团查实并澄清安徽某人造谣"去其他平台 跑单会被美团封号",同时因发现有水军活动,表态不 想参与个别平台的口水战。 今日,即有某平 ...

安徽骑手曹某的"永久封号"内容虽被证伪，但却在短时间内引发广泛传播。针对多条包含"美团封杀骑手去某平台跑单""不要去跑某平台，查到就是永久封 号"等内容的聊天截图，美团于4月19日声明：相关内容纯属编造，均为谣言。美团面向全行业招募优质骑手，不会违规限制任何骑手的准入准出，更不会因 此对骑手进行永久封号处置。针对上述谣言截图，公司已固定证据，对未经核实就散播上述谣言的账号以及幕后推手，也将通过法律手段维护自身权益。 く 外卖 特价 首页 秒送 尘 自取 首页 Q 清补凉 ） 汉堡 外卖 AST 超市便利 咖啡奶 甜点饮品 超市便利 蔬菜水 品质外卖 美食 107 le 午餐 拼好饭 跑假 明厨亭 商家入驻 生鲜菜场 国日博 外卖自取 外卖百亿补贴 袖抢手 瑞幸限时7.9起 济州食堂(拌 【爆品】烤牛肉 ¥21.4 享4.3折 新紮師兄冰室 招牌热觉酸菜黑 号保鸡丁盖饭+原 [单人餐]黯然 已补10元 已补31.6元 葡萄 频量 ¥19.9 ¥22.9 ¥39.6 ¥52 麦当劳 ళ 京东外卖 咸配送费 满赠活动 神狩商家 拉15元自17 金百万烤鸭 立即抢券 ● uli 直播中 |1.6万人观 4.8分 月售 ...

记者获悉，4月21日上午，京东发布《致全体外卖骑手兄弟们的公开信》。信中称，针对有平台强迫外卖骑手"二选一"、不能接京东平台秒送订单的情 况，为支持骑手自由接单、保障收入，京东推出多项紧急援助措施，包括：加大全职骑手招聘力度，未来三个月将招聘名额由五万名提高到十万名；所有 因"二选一"被其他平台封杀的骑手，京东将给予足够单量，确保收入不降；骑手如有对象，京东可以优先为其对象安排工作，比如全职快递员、全职保 洁，实现"双职工"待遇，大幅提高家庭收入。 外卖市场竞争不断，这次是涉及外卖骑手"二选一"的问题。 另外，美团声明中称，不愿参与到"骑手封号""天价佣金""超高利润率"等口水仗中。一直以来，美团对恶意造谣、扰乱平台秩序及骑手群体稳定的行为， 都坚持"零容忍"，联动各方对编造谣言者进行坚决打击。 （文章来源：广州日报） 京东发布《致全体外卖骑手兄弟们的公开信》 京东集团承诺，对兼职骑手永不强迫"二选一"，鼓励骑手在各平台自由接单，保障收入最大化。同时，京东表示，因兼职外卖骑手被强迫"二选一"事发突 然，导致京东平台部分外卖订单延迟，造成了不良用户体验，深表歉意。即日起，外卖订单超时20分钟以上，京东将给予免单 ...

他表示，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。不过，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，把那些大而无当的仓配体系扫进历 史垃圾堆。 4月13日，记者获悉，美团核心本地商业CEO王莆中在社交媒体谈及最近的外卖竞争，他说，"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。" "即时零售这几年发展得如火如荼，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。"王莆中称，"美团非餐饮品类的日订单突破了1800万单，可以说让某些公司如鲠在喉，如芒在背。" 今年2月11日，京东外卖对外宣布启动"品质堂食餐饮商家"招募，5月1日前入驻的商家，全年免佣金。至此，京东与美 团在外卖市场的竞争也是正式拉开。 此后，京东对美团的攻势不断加强。2月19日，京东宣布自2025年3月1日起，将逐步为京东外卖全职骑手缴纳五险一 金，为兼职骑手提供意外险和健康医疗险；3月24日，京东外卖公布上线40天，日订单量已突破100万；4月11日，京东 再次高调宣布，全面上线 ...

Core Viewpoint - Meituan's CEO publicly critiques JD's entry into the food delivery market, emphasizing that the trend of instant retail is unstoppable and that Meituan's non-food daily orders have surpassed 18 million [1] Group 1: Meituan's Position - Meituan's non-food daily orders have exceeded 18 million, indicating strong performance in instant retail [1] - The company plans to officially launch its instant retail brand soon, despite potential disruptions [1] - Meituan's CEO suggests that the development of instant retail will create new user experiences that will meet growing consumer demands [1] Group 2: JD's Strategy - JD has launched a "quality dining merchant" recruitment initiative, offering zero commission for merchants joining before May 1, 2025, posing a challenge to Meituan [2] - JD plans to invest over 10 billion yuan in subsidies within a year, including daily food delivery coupons, to stimulate demand [2] - JD's CEO states that the focus is on addressing industry pain points and fulfilling user needs rather than merely competing with existing platforms [2] Group 3: Industry Dynamics - The food delivery market is perceived as a broad field capable of accommodating multiple platforms, with ongoing growth in demand [3][4] - Experts believe JD's entry into the food delivery market can enhance its logistics efficiency and better serve its membership base [3] - The competition among internet giants is intensifying, with platforms exploring new business areas such as fresh food delivery and local services [4]

Core Viewpoint - JD.com is entering the food delivery market with a focus on quality and social responsibility, aiming to compete with established players like Meituan and Ele.me by leveraging its logistics capabilities and a loyal customer base [4][5]. Group 1: JD.com's Entry into Food Delivery - JD.com launched its food delivery service on February 11, 2023, and is actively recruiting quality dining merchants, offering zero commission for those who join by May 1, 2025 [2][4]. - Within 40 days of its launch, JD.com's food delivery service achieved over 1 million daily orders [2]. - The company has signed contracts with over 10,000 full-time delivery riders and is implementing social insurance benefits for them [3][4]. Group 2: Competitive Landscape - The food delivery market is characterized by intense competition, with multiple players vying for market share. JD.com aims to carve out a niche by focusing on rider welfare and lower commission rates [4][5]. - Meituan is actively engaging with merchants to address their concerns and improve service, indicating a competitive response to JD.com's entry [4]. - Industry experts suggest that while JD.com has advantages due to its logistics and user base, the overall market remains challenging, and the competition is just beginning [4][5]. Group 3: Rider Perspectives - Some delivery riders express skepticism about the new social insurance policies, indicating a preference for immediate earnings over long-term benefits [5][6]. - Riders report a decline in delivery fees and increased pressure to complete orders quickly, reflecting a challenging working environment [5][6]. Group 4: JD Industrial's IPO - JD Industrial has submitted its third application for an IPO on the Hong Kong Stock Exchange, with notable investment interest from firms like Sequoia China and CPE [8][11]. - Following the B round of financing, JD Industrial's valuation reached approximately $670 million [11]. - If successful, this IPO would expand Liu Qiangdong's portfolio of publicly listed companies, which already includes JD.com, Dada Group, JD Health, and others [12].

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the global online food delivery industry, focusing on Just Eat Takeaway (TKWY) and its potential acquisition by Prosus for €4.1 billion (€20.3 per share) [1][11]. Company-Specific Insights Just Eat Takeaway (TKWY) - TKWY processed 92 million orders in 2023 and operates in approximately 20 countries, holding leadership positions in several key markets [25]. - The company sold its US business, GrubHub, in January 2025, indicating a strategic shift [25]. - A Buy rating is assigned to TKWY, with a target price of €21 based on a DCF valuation [28][26]. - Risks include integration and execution challenges from M&A, competitive market pressures, and potential profit volatility from expansion efforts [29]. Prosus N.V. - Prosus is positioned as a significant player in the online food delivery sector, with a portfolio that includes Tencent and Delivery Hero [30]. - A Buy rating is assigned to Prosus, with a target price of €48 based on a sum-of-the-parts (SOTP) valuation [32]. - Risks include performance of listed assets, currency fluctuations, and regulatory challenges [34]. Delivery Hero (DHER) - Delivery Hero is noted as the largest global player in online food ordering, processing 3 billion orders in FY21 [16]. - A Sell rating is assigned to DHER due to concerns over competitive pressures in the MENA region and potential margin constraints [17]. - Target price for DHER is set at €26, based on a blend of DCF and SOTP valuations [18]. DoorDash (DASH) - DoorDash holds a 65% share of the US food delivery market and has a Buy rating with a target price of $240 [22][23]. - The company is focused on expanding into new verticals like grocery and convenience, leveraging its existing user base [22]. - Risks include competition, regulatory challenges regarding gig worker classifications, and execution risks related to growth investments [24]. Uber Technologies, Inc. - Uber is rated as a Buy, with a target price of $92, benefiting from a recovery in mobility and strong demand in delivery services [36][37]. - The company is expanding its service offerings beyond food delivery to include grocery and convenience items [36]. - Risks include macroeconomic factors, competition, and regulatory challenges [38]. Competitive Landscape - The call highlights potential bidders for TKWY, including DoorDash, Uber, and Meituan, but suggests that regulatory risks and strategic focuses may limit their interest [1][3][4][5]. - Significant geographic and shareholder overlaps among competitors could pose regulatory challenges for potential mergers [11][12]. Conclusion - The conference call provides a comprehensive overview of the competitive dynamics within the online food delivery industry, focusing on key players like Just Eat Takeaway, Prosus, Delivery Hero, DoorDash, and Uber. The insights into company strategies, valuations, and risks present a nuanced understanding of the market landscape and potential investment opportunities.

美团进一步探索低价外卖。 文丨沈方伟 编辑丨管艺雯 我们了解到， 美团外卖旗下新业务 "拼好饭" 今年一季度日均单量接近 500 万单，差不多是 2023 年四季度美团餐饮外卖日均订单量 5700 万单的 10%。 接近美团的人士判断，拼好饭将变 得更大，远期在外卖订单占比有望达到 20%。 美团从 2020 年开始试点拼好饭业务，最初定位为面向下沉市场的低价外卖产品，现已进入包括一 二线城市在内的全国大多数市场。 拼好饭的思路是，平台介入供给环节，与商家协商价格，通过 "热门餐品推荐 + 拼单点餐 + 统一配 送" 的方式，让用户、商家、骑手分别集中下单、出餐、配送，用 "拼" 的方式降低三方成本。 拼好饭是美团在低价外卖上最重要的尝试。2021 年四季度，美团餐饮外卖的客单价约 50 元（不含配 送费），次年开始推广的拼好饭则提供均价 15 元以下、0 配送费的餐食。 尝试低价外卖的背后，美团意识到餐饮外卖订单增速正在放缓，接近天花板；大环境变化也让点便宜 外卖的人变多。 美团将外卖单价做到 15 元甚至更低的办法很像它的老对手拼多多。拼好饭推荐一个个套餐，而不像美 团外卖一样推荐餐厅，就像曾经淘宝重视店 ...