"本地生活"这一高频市场业务，不仅在国内是必争之地，就算放眼全球，于中国互联网大厂来说，都是一件必须要做的事。 过去多年，国内的互联网大厂，在海外市场，很多都进行过本地生活的探索。在今年，这些互联网大厂，都不约而同地将目标锁定到了巴西。 这一节奏在上半年颇为明显。 今年4月，滴滴在巴西，重启了退出两年的外卖业务；5月中旬，美团表示计划在未来几个月内将旗下外卖服务Keeta引入巴西；而快手方面，也高调宣 布，用"中国模式"点亮巴西市场。 巴西到底有什么，大厂为什么都要去"抢滩"？于市场而言，这是一个有待充分挖掘的问题。 更重要的是，大厂的接连奔赴，也说明这样一个问题：在贸易环境充满不确定性的当下，如果出海是一定要做的事，那么企业更应该选择一个更谨慎的商 业路径及栖息地。 大厂"赶趟"巴西 国内外卖大战打得火热，没想到，巴西成了第二战场。 滴滴，最早在巴西开发市场。2018年，滴滴以约10亿美元收购巴西本土打车平台99 Taxi，这一举措帮助滴滴快速获得巴西市场份额，同时避免了直接与 Uber的正面竞争。 2023年，面对当地外卖巨头的"二选一"等，滴滴不得不暂停外卖业务，专注出行，摩托骑手转为承接送货。 而20 ...

Core Insights - The Brazilian food delivery market is experiencing increased competition with the re-entry of Didi's "99 Food" and the anticipated entry of Meituan, amidst challenges faced by the dominant player iFood [1][3][7] Market Dynamics - iFood holds an 80% market share in the food delivery app sector, but its actual market share drops to 20-25% when considering traditional ordering methods like phone and WhatsApp [3][6] - iFood's service issues, including high prices and slow delivery, have led to a decline in consumer preference, creating an opportunity for competitors [3][6] Competitive Landscape - Didi's "99 Food" was initially launched in 2019 but faced challenges against iFood's dominance, leading to a temporary suspension in 2023 [5][10] - Didi has a significant user base with over 50 million users, representing over 40% of Brazil's mobile users, and a driver network of 1.5 million [6][10] - Meituan is actively preparing to enter the Brazilian market, having engaged with local logistics operators and established a tax and operational framework [7][11] Strategic Advantages - Didi's re-entry leverages its existing driver resources and user base, potentially lowering operational costs and enhancing competitive positioning [10][11] - The unique motorcycle culture in Latin America allows for efficient dual-use of drivers for both ride-hailing and food delivery services [6][10] Future Outlook - The Brazilian online food delivery market is projected to grow at a compound annual growth rate of 17.6% from 2023 to 2030, indicating a robust growth environment [7] - The competition may evolve into a subsidy war among Didi, Meituan, and iFood, with the outcome dependent on resource integration capabilities [11][12]