Core Viewpoint - The article discusses the ongoing subsidy war in the food delivery industry, highlighting the preparations made by merchants and delivery personnel to handle increased order volumes effectively during promotional events [2][5][6]. Group 1: Merchant Preparations - Merchants, such as those from the brand Mixue Ice City, have been preparing for the subsidy events by stocking up on materials and communicating with delivery platforms like Meituan to ensure readiness for the influx of orders [3][4]. - Some stores reported significant increases in sales, with one store achieving over 10,000 yuan in revenue on July 12, compared to a typical daily revenue of 7,000 to 8,000 yuan [2][4]. Group 2: Delivery Personnel Adjustments - Delivery personnel have also adjusted their operations, with teams ensuring full attendance during peak hours and extending delivery times to accommodate the expected surge in orders [4][5]. - A delivery rider noted that the order volume for Mixue Ice City increased from a typical 200-300 orders per day to over 800 orders on July 12, indicating a significant impact from the promotional activities [4]. Group 3: Competitive Landscape - The competition among food delivery platforms is intensifying, with Meituan and other platforms offering substantial subsidies to attract customers, leading to a surge in user engagement and order volumes [5][6]. - Analysts predict that the current competitive dynamics will persist at least until the Double Eleven shopping festival, with a shift from a "capital war" to an "efficiency war" as companies seek to balance user demands, rider rights, and merchant profitability [6].

Core Viewpoint - The article discusses the ongoing subsidy war among food delivery platforms, highlighting the varying experiences of different stores and the preparations made by both merchants and delivery riders to handle increased order volumes during promotional events [1][2][4]. Group 1: Merchant Experiences - Some stores, like a specific location of Mixue Ice City, reported significant sales increases, with daily revenue surpassing 10,000 yuan compared to the usual 7,000 to 8,000 yuan, and expectations of reaching 20,000 yuan for the day [1]. - Not all stores experienced the same surge; another Mixue Ice City employee noted that their store was only slightly busier than usual, indicating variability in customer response to promotions [2]. - Merchants prepared in advance for the subsidy events, ensuring adequate stock and staffing to meet potential demand, reflecting lessons learned from previous chaotic weekends [2][3]. Group 2: Delivery Rider Insights - Delivery riders reported increased order volumes due to promotional activities, with one team expecting to handle over 3,600 orders, a significant rise from typical numbers [3]. - The efficiency of order pickups improved compared to previous weekends, with riders able to collect orders with minimal waiting time, indicating better coordination between stores and delivery personnel [3]. Group 3: Competitive Landscape - The competition among food delivery platforms is intensifying, with Meituan and Taobao actively engaging in promotional campaigns, including significant discounts and free items to attract customers [4]. - JD.com is shifting its subsidy strategy to focus on specific food categories, such as main meals and seafood, rather than just beverages, indicating a more targeted approach to competition [4]. Group 4: Industry Outlook - Analysts predict that the current competitive dynamics will persist at least until the Double Eleven shopping festival, with short-term operational pressures on merchants due to increased order volumes and associated costs [5]. - The long-term outlook suggests a trend towards industry consolidation, favoring companies with strong supply chain efficiency and brand power, as the competition evolves from a "capital war" to an "efficiency war" [5].

Group 1 - The article discusses the upcoming subsidy battle in the beverage industry, particularly focusing on the preparations made by businesses ahead of the weekend sales event [1] - Different stores within the same brand, such as Mixue Ice City, report varying levels of order volume, indicating a lack of uniformity in customer demand [1] - Stores are proactively preparing for the expected surge in orders by stocking up on materials and ensuring adequate staffing for the weekend [1] Group 2 - UBS predicts that the current competitive landscape will persist at least until this year's Double Eleven shopping festival [2] - The impact of the subsidy battle on businesses shows short-term operational pressures, especially for small and medium-sized enterprises, which may face order surges but also bear subsidy costs and increased raw material consumption [2] - The industry is expected to undergo consolidation, with market concentration favoring companies with high supply chain efficiency and strong brand power, as regulatory interventions push platforms to optimize subsidy structures [2]

Group 1 - The article discusses the preparation and response of merchants and delivery riders ahead of a new round of subsidy wars in the food delivery industry, highlighting a more organized approach compared to the previous weekend's chaos [1][6] - On July 12, a store employee from Mixue Ice City reported that their sales exceeded 10,000 yuan during peak hours, significantly higher than the usual 7,000 to 8,000 yuan, indicating a successful sales day driven by promotional activities [2][5] - Different stores under the same brand experienced varying levels of order volume, with some reporting a significant increase in orders while others saw only a slight uptick, suggesting a disparity in promotional effectiveness [4][5] Group 2 - The competitive landscape in the food delivery sector is intensifying, with Meituan and other platforms engaging in aggressive subsidy strategies, including offering free drinks and substantial discount coupons to attract customers [6][7] - Analysts predict that the current competitive dynamics will persist at least until the Double Eleven shopping festival, with short-term operational pressures on merchants due to increased order volumes and the associated costs of subsidies [7] - The long-term outlook suggests a shift towards market consolidation, favoring companies with strong supply chain efficiency and brand power, as regulatory interventions push platforms to optimize subsidy structures and reduce merchant burdens [7]