Core Viewpoint - The article emphasizes that the ecological synergy and traffic supply are likely to enable Ele.me to continuously refresh market expectations through 2025 and beyond [1][3]. Financial Performance - Alibaba Group reported that Ele.me's local life group revenue reached 16.134 billion yuan for the fourth quarter of fiscal year 2025, a 10% increase from 14.628 billion yuan in the same period of 2024 [2]. - The operational efficiency of Ele.me has been improving, contributing to strong business growth amidst fierce competition in the food delivery market [2]. Business Strategy - Ele.me is leveraging Alibaba Group's ecological synergy to enhance the stickiness among merchants, consumers, and delivery riders, which is expected to facilitate both short-term business scale expansion and long-term growth certainty [2][9]. - The company initiated the "Hungry Subsidy Over 10 Billion" promotion on April 30, which significantly boosted order volumes and consumer engagement [5][6]. Market Dynamics - During the recent "May Day" holiday, several brands on Ele.me experienced a surge in orders, with some brands seeing order volumes increase by over 200% compared to the previous year [6][7]. - The collaboration with Taobao Flash Sale has allowed Ele.me to tap into a vast user base, resulting in a significant increase in order volumes and brand visibility [9][10]. AI and Technology Integration - Ele.me is focusing on AI-driven strategies to enhance user experience and operational efficiency, including the launch of AI management tools for merchants [12][13]. - The company is also implementing AI technology to improve food safety and compliance, thereby enhancing overall service quality [12][14]. Social Responsibility and Transparency - Ele.me is committed to social responsibility by improving communication with delivery riders and ensuring fair income distribution through transparent pricing algorithms [14]. - The company aims to maintain a low-profile approach in the competitive landscape, focusing on long-term growth rather than engaging in public disputes [14].

每经编辑 杜宇 据饿了么官方微信公众号消息，4月30日，饿了么宣布进一步加大平台补贴力度，即日起开启平台"饿补超百亿"大促。针对补贴，饿了么表示不打竞争口水 仗，"只发真福利"。 图片来源：饿了么官方微信公众号 4月10日，京东外卖宣布，将于4月11日早8点正式上线"百亿补贴"。 "百亿补贴"活动具体执行层面，4月11日起，京东外卖将面向全体用户发放最高20元的补贴，覆盖平台所有餐饮门店，包括麦当劳、海底捞、霸王茶姬、库 迪等大牌餐饮品牌。此外，京东PLUS会员和大学生用户还可额外抽取满25元~20元的"外卖百亿补贴金券"，每天限量10万张。除补贴外，平台还将上线百 亿补贴"超级爆品"专区。 3月底，京东外卖数据显示，上线40天日订单量突破100万。据记者观察，以北京地区为例，覆盖门店也从最初以大牌餐饮为主，拓展了更多中小型堂食餐 厅。 京东外卖此前公布，目前已与超一万名全职骑手签署正式劳动合同，全职外卖骑手可获得"五险一金"保障，并且京东承担所有成本。而美团则宣布启动骑 手养老保险试点，根据试点方案，对当月收入达到就业地相关缴费基数下线，且近6个月有3个月满足该条件的骑手，美团以相关缴费基数为基准，补贴 5 ...

饿了么继续保持高质量增长。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，阿里巴巴控股集团于11月15日公布2025财年第二季度业绩。季度内，本地生活 集团继续保持高质量增长：受饿了么和高德订单增长所驱动，本地生活集团同比收入增长14%至 177.25亿元；在单位经济效益改善和业务规模持续提升之下，本地生活集团季度经调整EBITA（经 营损益）亏损继续从去年同期的25.64亿元继续收窄至3.91亿元，超出市场预期。 新一季财报数据表明，伴随即时电商消费市场趋势的加速发展，在新管理团队对既定长期战略的稳健 执行下，饿了么"新三年"发展态势持续稳健向好。在今年夏季，饿了么除了在欧洲杯、巴黎奥运会 等社会性热点营销上表现抢眼，订单量、交易额、月活跃用户等多项关键业务指标，在季度内突破历 史峰值。 欧洲杯、奥运会带火本地消费 即时电商今夏迎来新高峰 每年7月至9月期间，各类即时到家消费需求步入年度高峰，平台和商家生态的供给和活动力度也迎 来新峰值。在今年夏季，欧洲杯和巴黎奥运会两大全球性赛事的举办，更助燃了即时电商的热度、进 一步激发了本地"宅家观赛"的消 ...