"柠檬香辣鸡他投诉说为什么不能去香辣"、"评论说我量给的多反手却给了我差评"……饿了么商家调研 显示，包含差评申诉、恶意用户举报等在内的顾客运营一直是线上商户经营的长期痛点。据饿了么商家 中心公众号，为了更好优化提升商户体验，饿了么已于今年初建立专项机制，聚焦恶意用户治理，提升 商户的顾客运营效率。 例如，为了让商家差评申诉规则和审核过程更公平和透明化，5月初，饿了么上线"小饿评审"产品，消 费者进入饿了么APP，点击"我的"找到"小饿评审"入口，即可作为第三方大众评审对商家提交的具有争 议的差评申诉做评判。相比平台100%的人工审核来说，经过大众评审团整体判定的结果对商家来说也 更客观公正。 "新财年，我们仍将持续利用AI升级和优化模型，尽可能帮助商家提升顾客运营效率，优化商户投诉流 程，改善商户体验，让商家感觉在饿了么做生意更简单、更公平"，饿了么相关负责人表示。 从2021年起，饿了么相关治理模型已开始通过对全量评价数据的全方位自动检测，自动发现、识别和屏 蔽包含恶意评论、广告评论、不文明评论在内的无效评论，并剔除掉相关评论对商家的评分影响。借助 阿里生态的AI优势，例如阿里云的通用图计算能力，饿了么持 ...

金十数据5月14日讯，5月14日午间，多名网友发帖称订购的京东外卖没有骑手接单配送、出现订单延迟 等情况，京东外卖崩了引发热议。对此，京东客服表示，骑手接单在午间时段有可能出现人力不足的情 况，有时候会出现长时间无人接单的情况，是正常的，具体配送与用户所在地区相关，客服目前尚未收 到京东外卖系统出现崩溃的通知。 京东回应外卖又崩了 ...

Core Insights - Meituan is expanding its international presence by entering the Brazilian market with its food delivery service, Keeta, planning to invest $1 billion over the next five years [1][4][5] Group 1: International Expansion Strategy - Meituan's CEO Wang Xing emphasized that internationalization is a long-term strategy for the company, aiming to enhance consumer experience and support local restaurant growth in Brazil [4][5] - The company has previously expanded into Hong Kong and Saudi Arabia, and now aims to establish a nationwide instant delivery network in Brazil [1][4] Group 2: Market Potential and Investment - Brazil is identified as a large market with significant potential, prompting Meituan to invest heavily in local operations [4][5] - The investment will focus on providing comprehensive services and digital tools to local partners, enhancing their business growth [4] Group 3: Operational Insights - Meituan's international business has gained importance since last year, with a structured approach to overseas expansion [5][6] - The company plans to leverage its proven domestic delivery model to accelerate growth in international markets, particularly in regions with higher customer spending and willingness to pay [8]

巴西贸易与投资促进机构：美团将投资约50亿巴西雷亚尔，通过Keeta应用进入巴西外卖市场。 ...

Summary of DoorDash Q1 2025 Earnings Call Company Overview - **Company**: DoorDash - **Quarter**: Q1 2025 Key Points Industry and Market Performance - **Order Volume**: The company achieved 732 million orders in Q1 2025, representing a year-over-year increase of 18.1% driven by growth in total users, increased purchase frequency among core users, and contributions from new verticals [1] - **Gross Order Value (GOV)**: GOV reached $23.08 billion, up 19.9% year-over-year, with an Average Order Value (AOV) of $31.5, reflecting a 1.6% increase year-over-year [1][2] Revenue and Monetization - **Revenue**: The company reported revenue of $3.03 billion for Q1 2025, a year-over-year increase of 20.7% [2] - **Take Rate**: The GOV take rate was calculated at 13.1%, which is an increase of 8 basis points year-over-year, although it decreased by 36 basis points compared to Q4 2024 [2] Cost and Profitability - **Gross Profit**: Adjusted gross profit was $1.46 billion, with a gross margin of 6.3%, down 38 basis points year-over-year [2] - **Operating Expenses**: - Sales expense ratio: 2.4%, down 6 basis points year-over-year - R&D expense ratio: 1.3%, down 12 basis points year-over-year - Management expense ratio: 1.4%, down 22 basis points year-over-year - Depreciation and amortization expense ratio: 0.7%, down 64 basis points year-over-year - **Net Profit**: GAAP net profit was $193 million, corresponding to a net margin of 0.8%, an increase of 96 basis points year-over-year [2] Adjusted Financial Metrics - **Non-GAAP Net Profit**: The adjusted net profit for Q1 2025 was $475 million, with a net margin of 2.1%, an increase of 68 basis points year-over-year [3] Strategic Acquisitions - **Acquisition of Deliveroo**: The acquisition price was set at 180 pence per share, a premium of approximately 4.6% over Deliveroo's previous closing price of 172 pence. This acquisition will enable DoorDash to enter the delivery markets in the UK, Europe, and the Middle East, expanding its operations to over 40 countries [3] - **Acquisition of SevenRooms**: SevenRooms is a marketing platform for hospitality clients, covering over 13,000 restaurants, hotels, and nightlife brands, including high-end clients like Marriott and MGM. This acquisition signifies a strategic shift for DoorDash from "delivery to home" to "dine-in" services [3] - **Market Potential**: The U.S. dine-in restaurant market is estimated to exceed $300 billion. If the online penetration rate reaches 5%, DoorDash could capture a market share of 70%, potentially contributing over $10 billion in Gross Transaction Value (GTV) [3]

Group 1 - The Trump administration will provide $1,000 allowances and travel subsidies to undocumented immigrants who voluntarily leave the U.S., which is less than the average cost of forced deportation estimated at $17,000 [1] - Ford Motor Company anticipates a $1.5 billion loss due to tariffs imposed by the Trump administration, leading to the withdrawal of its 2025 earnings forecast [2] - DoorDash announced plans to acquire Deliveroo for £2.9 billion (approximately $3.85 billion) as part of its international expansion strategy [4] Group 2 - New Zealand lawmakers proposed a bill to ban social media use for individuals under 16 years old to protect children from potential harms [2] - Skechers announced its decision to go private, which is seen as a move to avoid regulatory pressures amid rising tariffs affecting the footwear industry [5] - Mattel plans to raise the price of Barbie dolls by 42.9% due to the impact of recent U.S. tariff policies, which are expected to cost the company $270 million this year [6] Group 3 - Microsoft officially discontinued Skype, transferring its core functionalities to Microsoft Teams, marking the end of Skype's 20-year operation [6] - The European gas prices have risen due to anticipated increased demand in Asia and supply constraints, despite a previous decline of over 15% since April [6] - Credit Suisse admitted to assisting U.S. clients in tax evasion and will pay $511 million in settlement, following a significant legal crisis after its acquisition by UBS [7]

Group 1 - The Asian Development Bank (ADB) will hold its 58th annual meeting in Milan, Italy, from May 4 to 7, 2025, focusing on digital transformation and regional integration in the Asia-Pacific region [2] - Chinese Finance Minister Liu Kun emphasized the need for multilateral cooperation to address global economic risks exacerbated by unilateralism and protectionism [2][3] - China aims to contribute approximately 30% to global economic growth, with a GDP growth target of around 5% for 2025 [3] Group 2 - CATL has received approval from the Hong Kong Stock Exchange to list in Hong Kong, with plans to raise approximately $5 billion [5] - In its 2024 annual report, CATL projected revenues of 362.01 billion yuan, a year-on-year decrease of 9.7%, while net profit is expected to rise by 15.01% to 50.75 billion yuan [5] - Seres reported April sales of 31,488 new energy vehicles, a year-on-year increase of 12.99%, but cumulative sales for the year are down by 29.87% [6] Group 3 - Pony.ai announced a global strategic partnership with Uber to integrate its Robotaxi fleet into the Uber platform, starting in the Middle East [7] - OpenAI has abandoned its plan to transition to a for-profit model, which may affect SoftBank's investment, potentially reducing it from $40 billion to $20 billion [10] - Skechers has agreed to be acquired by 3G Capital at a cash price of $63 per share, representing a 30% premium over its recent trading price [11]

Group 1 - DoorDash announced two major acquisitions: a $1.2 billion cash purchase of hotel technology company SevenRooms Inc. and a $3.9 billion acquisition of London-based delivery platform Deliveroo Plc, reflecting its ambition for global expansion [1] - The acquisition of SevenRooms is expected to enhance DoorDash's high-end restaurant client base, while the Deliveroo acquisition opens up the UK and European markets [1][2] - DoorDash's Q1 financial results showed total revenue of $3 billion, slightly below analyst expectations, but net profit of $193 million exceeded market consensus, with total order volume reaching 732 million, a year-on-year increase of 18% [2] Group 2 - DoorDash plans to increase investment in sales and product features for SevenRooms to expand its market coverage and enhance its operational and marketing solutions [2] - The company expects total order value for the current quarter to be between $23.3 billion and $23.7 billion, aligning with Wall Street's expectations [3] - Despite strong consumer demand, ongoing investments in new business categories and international markets are putting pressure on DoorDash's profit forecasts, with adjusted EBITDA expected to be between $600 million and $650 million, below average expectations [3]

"美国美团"Doordash将以约12亿美元的全现金交易收购餐厅酒店客户关系管理平SevenRooms。（彭 博） ...

Group 1 - The "May Day" holiday is a peak season for food delivery, with platforms focusing on increasing order volume and maintaining delivery capacity [2] - Meituan plans to distribute labor subsidies totaling over 200 million yuan to approximately 200,000 delivery riders during the holiday [2] - Riders can earn up to 1,500 yuan in additional income through various subsidies, including safety rewards for maintaining traffic rules [2][3] Group 2 - Meituan has integrated "safety scores" into rider assessments, with 15,000 riders eligible for a 510 yuan safety bonus during the holiday [3] - The platform has introduced automatic access to delivery lockers for riders without additional fees, enhancing the delivery experience for millions [3] - Meituan has invested over 45 million yuan in 2024 to provide free locker access to 200,000 riders, improving last-mile delivery efficiency [3]