Core Viewpoint - The legal battle between Chinese food delivery giants Didi's 99Food and Meituan's Keeta in Brazil centers around trademark infringement and unfair competition claims, highlighting the intense competition in the Brazilian food delivery market [1][3][9]. Group 1: Legal Disputes - 99Food has filed a lawsuit against Keeta, alleging trademark infringement due to similarities in branding, including color, graphics, and font [1][3]. - Keeta has previously filed two lawsuits against 99Food, claiming unfair competition and consumer confusion due to 99Food's high-cost keyword purchases on Google [6][9]. - The Brazilian court has already issued an injunction against 99Food in one of Keeta's lawsuits, while the second case is still pending [6][9]. Group 2: Market Competition - The competition between Didi's 99Food and Meituan's Keeta has escalated, with both companies launching operations in Brazil within a short timeframe [9][10]. - 99Food has invested 500 million Brazilian Reais (approximately 650 million RMB) in its Brazilian operations, while Keeta plans to invest 5.6 billion Brazilian Reais (approximately 730 million RMB) over five years [9][10]. - iFood, the leading local competitor, holds an 80% market share in Brazil's food delivery sector and is responding to the competition by planning to invest 17 billion Brazilian Reais (approximately 22.1 billion RMB) by March 2026 [10][11].

Group 1 - The core idea of the news is the implementation of a random inspection initiative called "You Order, I Check" by the Urumqi Market Supervision Bureau to ensure food safety in the takeaway restaurant sector [1][2] - The initiative involves consumer representatives inspecting popular takeaway restaurants with high online order volumes and numerous complaints, focusing on various food safety aspects [1] - Inspections include checking business licenses, food safety permits, food expiration dates, health management of staff, and hygiene conditions in food preparation areas [1][2] Group 2 - The overall food safety status of beverage shops was found to be good, with complete information disclosure and staff holding valid health certificates [1] - Issues identified during inspections included the presence of flies, improper storage practices, and unsanitary conditions, which were addressed on-site by enforcement personnel [1] - The Market Supervision Bureau plans to continue the "You Order, I Check" initiative to enhance food safety oversight and increase public awareness and participation in food safety [2]

如果"闪拼"能借支付宝的流量与饿了么的履约体系形成协同，或许能在美团拼好饭的"城墙"上敲开一道 缝。 【#传阿里推出外卖特价拼团对标拼好饭#】阿里本地生活在"外卖大战"白热化阶段将再落一子。 Tech星球独家获悉，口碑将推出外卖美食特价拼团业务"闪拼"，会以小程序的形式内嵌在支付宝App 中，目前该业务小程序已完成开发，择日上线。 闪拼的出现，应该是阿里卡位外卖性价比市场的一次尝试，通过"特价拼团"模式切入价格敏感型用户群 体。这种"低价+社交裂变"的打法，既能吸引学生、下沉市场用户，又能通过"拼单凑单"提升客单价， 弥补传统外卖单量增长放缓的短板。 目前市场中存在的相似业务有美团的拼好饭，自2020年推出以来，其增速处于快速增长的状态。官方的 数据显示，在2024年二季度，其单日订单量峰值成功突破800万单，再到2025年7月12日订单量破3500 万。美团核心本地商业板块CEO王莆中直言，"拼好饭是一项极具价值的创新举措"。 但从业务自身看，社交裂变虽为"闪拼"的核心增长逻辑之一，可支付宝社交属性弱于微信，如何另辟蹊 径补齐短板将是一道需要解决的难题。 而且，美团拼好饭凭借庞大订单量，在商家议价、配送成本 ...

8月19日，美团旗下国际外卖品牌 Keeta 正式在卡塔尔首都多哈上线。 Keeta 卡塔尔总经理刘霁丹表示，公司希望通过提供便捷可靠的配送服务来支持《卡塔尔国家愿景2030》（QNV2030），同时与本地企业合 作，触达更多客户。 刘霁丹表示："卡塔尔对我们来说是一个极其重要的市场，不仅因为这里拥有充满活力的餐饮文化，更因为卡塔尔在数字创新与便捷生活方面 的前瞻愿景。我们的目标不仅是送餐，更是助力卡塔尔数字经济的整体发展。" 日前，卡塔尔投资促进局（Invest Qatar）首席执行官谢赫·阿里·阿勒瓦利德·阿勒萨尼率团访华，在北京开展了一系列高规格商务交流活动。 访问期间，卡塔尔代表团与美团副总裁朱文倩举行了战略性会谈，围绕美团旗下国际业务 Keeta 在海湾地区尤其是卡塔尔的布局与发展进行 深度交流。谢赫·阿里·阿勒瓦利德·阿勒萨尼阁下表示，Invest Qatar 将为 Keeta 提供全方位支持，包括协助对接当地商业资源、优化政策环 境、提供市场推广支持，助力 Keeta 将美团的数字生活生态成功引入卡塔尔市场。 *以上内容来自人民网，文章标题"Chinese food delivery platf ...

Investment Rating - The report maintains an "Outperform" rating for JD.com Inc (9618.HK) with a target price of 167 HKD, reflecting a 12x PE for 2026 [4][9]. Core Insights - JD's retail business continues to improve operational efficiency, with a significant increase in daily takeaway orders during the 618 shopping festival, which is expected to accelerate retail growth [1][13]. - The revenue for Q2 2025 reached 356.7 billion RMB, marking a year-on-year increase of 22.4%, the highest growth rate in three years [10]. - Non-GAAP net profit for Q2 2025 was 7.4 billion RMB, down 49% year-on-year, primarily due to investments in the takeaway business [12]. Financial Summary - Total revenue projections for JD.com are adjusted to 1,332.36 billion RMB for 2025, with a growth rate of 15% [4]. - Non-GAAP net profit estimates for 2025 are set at 26.54 billion RMB, reflecting a significant decrease from previous forecasts [4]. - The gross profit margin for Q2 2025 was 15.88%, indicating a continuous improvement in operational efficiency over 13 consecutive quarters [12]. Business Segment Performance - JD Retail's operating profit for Q2 2025 was 13.9 billion RMB, up 37.9% year-on-year, with an operating profit margin of 4.5% [11]. - The logistics segment reported an operating profit of 2 billion RMB, down 10.3% year-on-year, with an operating profit margin of 3.8% [11]. - New business operations incurred a loss of 14.8 billion RMB in Q2 2025, reflecting increased investments in the takeaway sector [11]. User Engagement - Active user numbers and shopping frequency both grew over 40% year-on-year, indicating strong customer engagement and retention [10].

据羊城晚报，8月20日，一广东网友发视频称，自己点"拼好饭"外卖，在骑手送餐时被当面说"狗饭"。 当事人感觉被冒犯，遂打电话询问骑手：为什么要说"狗饭"？骑手称："我们叫惯了，我们平台都叫狗 饭。"面对当事人的进一步询问，该骑手称："有病就别吃，你退款。" 对此，新浪科技询问美团客服，美团客服表示，美团未排查到相关订单，经核实，非拼好饭订单，也不 是美团骑手。 责任编辑：李思阳 ...

Core Insights - Meituan's international food delivery brand Keeta has officially launched in Doha, Qatar, marking a significant expansion in the Middle East market following its entry into Saudi Arabia [1] Company Expansion - Keeta is now operational in 20 cities across Saudi Arabia, having expanded its service range from 9 core cities to an additional 11 cities by the end of July [1] - The brand has quickly gained popularity among local users in Saudi Arabia, becoming one of the top three players in the market since its launch in September 2024 [1] Market Potential - Qatar, known for having one of the highest GDP per capita in the world, presents substantial growth opportunities for the food delivery market [1] - Keeta's entry into Qatar is seen as a strategic move to tap into this potential, following its successful establishment in Saudi Arabia [1]

Group 1 - Meituan's international food delivery brand Keeta officially launched in Doha, Qatar on August 19, marking a significant expansion in the Middle East market after Saudi Arabia [2] - Qatar is identified as the second market for Keeta in the Middle East, with a high growth potential in its food delivery sector due to being one of the highest GDP per capita economies in the world [2] - Since its entry into Saudi Arabia in September 2024, Keeta has demonstrated product strength and technological advantages, gaining popularity among local users and increasing online orders for local restaurants [2] Group 2 - Keeta has become one of the top three players in the food delivery market in Saudi Arabia, following its successful service expansion [2] - As of late July, Keeta expanded its service coverage in Saudi Arabia from 9 core cities to an additional 11 cities, achieving service availability in 20 cities across the country [2]

Core Insights - The article highlights the success of HungryPanda, an overseas food delivery platform founded by Liu Keluo, which has achieved a transaction volume of $1 billion annually across 100 cities on four continents, primarily serving the Chinese cuisine market [1][3][20]. Group 1: Company Background - Liu Keluo, the founder of HungryPanda, is a 30-year-old Chinese student who started the company without a prestigious educational background or significant investment connections [1][3]. - The company began as a small project during Liu's university years, which later evolved into a dedicated platform for Chinese food delivery in the UK [4][6]. Group 2: Business Model and Strategy - HungryPanda focuses on a unique business model that avoids heavy subsidies and instead emphasizes product logic and local understanding to create a sustainable business cycle [7][13]. - The platform enhances the merchant experience by helping local Chinese restaurants optimize their menus, improve food presentation, and adopt better packaging [8][9]. - User experience is tailored to the Chinese community abroad, featuring a fully Chinese interface, familiar payment methods, and a user-friendly ordering process [9][12]. Group 3: Growth and Challenges - The company experienced rapid growth, particularly during the 2017 school year, when it successfully attracted a large number of new users through targeted promotions [6][15]. - However, after a period of aggressive expansion, the company faced challenges post-pandemic, leading to a significant drop in order frequency and increased operational costs [15][18]. - In response, the company shifted its focus from growth to profitability, closing unprofitable locations and streamlining operations to improve efficiency [18][20]. Group 4: Future Outlook - By 2024, HungryPanda is projected to achieve profitability in global markets, with a stable valuation and a focus on expanding into fresh produce and supply chain services [20][21]. - The company's journey illustrates that resilience and adaptability are key to long-term success in the competitive food delivery industry [22][24].

转自：新华财经 当地时间8月19日上午11点，美团旗下国际外卖品牌Keeta正式在卡塔尔首都多哈上线。这是继沙特阿拉伯之后，美团国际化业务在中东市场的又一重要突 破。 自2024年9月正式进入中东的沙特阿拉伯，Keeta充分展现了产品实力和技术优势，以更优质的外卖服务赢得了越来越多本土用户的青睐，并为当地餐饮商户 带来额外的线上订单增长。目前Keeta已成为沙特市占前三的玩家。 7月底，Keeta在沙特阿拉伯完成了服务范围的进一步拓展——在原本9个核心城市的基础上新增覆盖11个城市，实现在沙特20个城市提供服务，基本完成全 域覆盖。 国际化是美团的长期发展战略之一。未来，Keeta还将进一步拓展至中东更多市场，并计划在数月内正式进入巴西。（龙思苇） 编辑：穆皓 图为在卡塔尔首都多哈，Keeta已支持麦当劳、快乐蜂、星巴克等多家品牌外卖下单 Keeta表示，基于我们在沙特的良好进展，我们选择卡塔尔作为Keeta在中东的第二站。卡塔尔作为世界上人均GDP最高的经济体之一，其外卖市场具有巨大 的增长潜力。Keeta致力于为卡塔尔用户提供更好的外卖服务体验，助力当地餐饮商户、骑手等合作伙伴健康发展，并为当地的数字经济 ...