On - demand Retail

Search documents
美团-关键要点 _ 在扩大的即时零售业务下捍卫外卖领导地位
2025-09-11 12:11
6 September 2025 | 3:37PM HKT Meituan (3690.HK): Asia Leaders Conference 2025 — Key Takeaways: Defending food delivery leadership under an enlarged Quick We hosted Meituan's Capital Markets team on Sep 5 at our GS Asia Leaders Conference in Hong Kong. Investors' key focuses centered around latest food delivery competitive landscape and Meituan's unique proposition, in-store competition & margin trajectory, Instashopping's growth & profit outlook, Keeta's expansion & investment scale, AI strategies and loss ...