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美团出海提速:中东一年,已开4国
3 6 Ke· 2025-09-30 07:29
美团出海,开始加速了。 9月27日,美团旗下国际外卖品牌Keeta正式在阿联酋迪拜启动运营——这是Keeta继8月上线卡塔尔、9月上线科威特后,在40天内开拓的第三个中东国家 外卖市场。 算上2024年9月入驻的沙特,美团Keeta一年里已经在中东海湾地区完成了四个战略落点的布局。并且,今年5月美团还曾宣布,将在接下来数月内把Keeta 品牌引入巴西。显而易见,美团在海外布局的速度正在加快。 自2010年成立至今,从团购到外卖,美团在国内已经深耕了15年。这十余年,中国外卖市场也从起步到日渐成熟。艾媒咨询数据显示,到2024年,中国在 线餐饮外卖市场规模已达16357亿元,行业渗透率达28.0%。增长正趋于平稳。而从全球来看,招商证券的研报显示,2024年全球外卖市场规模超过5500 亿美元,渗透率也提升至16.4%。 其中,中东、拉美等市场外卖规模增速快于全球平均水平。中东的外卖市场规模近年保持在20%以上的增长速度,相比之下,亚洲和北美等市场的增速已 低于15%。可见,全球新兴市场外卖行业,正在进入新一轮增长期。 而美团在国内市场打磨的领先技术能力和运营经验,正转化为其国际化拓展的核心竞争力,中东一年,美 ...
美团Keeta中东提速 阿联酋卡塔尔开城在即
3 6 Ke· 2025-08-07 06:35
Group 1 - Meituan officially launched in Saudi Arabia in September last year, marking its second international expansion [1] - Within a year, Meituan has established a presence in Saudi Arabia and is expanding into other Middle Eastern markets [1][5] - Keeta, a service under Meituan, has entered a new phase of expansion in Saudi Arabia, adding 11 new cities and partnering with nearly 7,500 merchants [3] Group 2 - Keeta's service now covers 20 cities in Saudi Arabia, with over 18,000 additional riders deployed, creating flexible job opportunities [3] - Keeta has achieved approximately 10% market share in Saudi Arabia within five months of entering the market, ranking third [3] - The overall food delivery market in Saudi Arabia is expected to grow by about 23% in GMV in 2024, driven by Keeta's entry [3] Group 3 - Meituan is also testing its supply chain capabilities in Saudi Arabia with the launch of its self-operated retail business, Keemart [4] - The company has a three-year plan to cover the six Gulf Cooperation Council (GCC) countries, including Saudi Arabia, UAE, Qatar, Kuwait, Oman, and Bahrain [6] - Keeta has initiated recruitment for teams and merchants in UAE, Qatar, and Kuwait, with plans to launch services in Kuwait by late 2025 or early 2026 [6] Group 4 - The GCC region, despite a population of less than 60 million, has high GDP per capita and strong consumer purchasing power, making it a digitally advanced market [6][7] - The infrastructure in Gulf cities provides advantages for instant delivery services, with high acceptance rates among local residents [7] - The online food delivery market in the GCC is projected to reach $30 billion by 2028, with an annual growth rate of 15% [8] Group 5 - Meituan's international expansion is not limited to the Middle East; it has also entered Hong Kong, achieving a 44% market share within a year [10] - The company plans to invest $1 billion in Brazil over the next five years as it prepares to enter the Latin American market [10] - Meituan faces challenges in scaling and efficiency as it navigates complex and open markets across Asia, Africa, and Latin America [10]
36氪出海·全球化公司|美团Keeta中东提速,阿联酋卡塔尔开城在即
3 6 Ke· 2025-08-07 05:35
去年9月,美团在沙特正式上线,开启国际化第二站。 不到一年时间,美团已在沙特落地生根,同时还在拓展其他中东市场版图。美团的国际化扩张步伐,还在加快。 沙特业务扩张新阶段 7月29日,Keeta 宣布进入沙特业务扩张新阶段,新增11个覆盖城市。与此前已覆盖的枢纽城市(利雅得、吉达、麦加、麦地那以及大达曼地区等)相结 合,Keeta 的服务已扩展至沙特全国20个城市。 据新闻稿,Keeta 已在沙特11个新城市与近7500家商户建立合作关系,并在启动阶段部署了超过18,000名额外骑手,创造了灵活就业机会和新的经济机遇。 在扩张计划中加入的餐厅和商户,包括许多沙特本土品牌以及麦当劳、肯德基、赛百味和星巴克等国际知名品牌。 通过免配送费、拉新优惠等策略,Keeta 在沙特进展很快。据咨询公司 Redseer 年初估算,进入沙特后不到五个月,Keeta 已经获得了约10%的市占率,位居 第三。Keeta 这一"鲶鱼"的进入,也带动了沙特整体外卖配送市场规模的增长(2024年 GMV 增长约23%),用户使用率和订单频率都有所增加。 咨询公司 Redseer 估算的沙特外卖市场份额变化情况 Redseer 年初估算沙特 ...
中国互联网的沙特远征
3 6 Ke· 2025-07-22 11:07
年轻人为主,智能手机普及率高,再叠加政策和资金的支持,让沙特的数字经济飞速发展, 引来世界企业淘金,尤其是中国公司。 "基建是90年代的中国,互联网是2018年的中国。"这是米菲对利雅得的印象。 这样的总结对于不熟悉沙特的中国人来说很有参考价值。"沙特阿拉伯的首都和第一大城市""炎热干 旱""收入水平很高""思想较为保守"是我们能够在公开资料中获知的利雅得,但现实中的中东城市远比 想象更立体。 2016年,王储小萨勒曼一手推动了沙特的改革——"2030愿景"。在官方政策解读中,到2030年,沙特将 拥有充满活力的社会环境、繁荣的经济,并成为雄心勃勃的国家。 在开放、发展的政策引导下,来自沙特的资本大规模进入新兴产业,诸多外资企业也开始进入沙特,改 造市场。 第三方移动应用分析平台点点数据发布的《中东地区移动游戏发展趋势报告》显示,2024年第一季度到 2025年第二季度,中东移动游戏市场的收入规模增速达到4.8%,超过海外整体移动游戏市场收入增 速。 其中,沙特的平均用户付费金额是美国用户的两倍、中国用户的五倍。拥有如此热爱"氪金"的玩家,让 沙特成为全球游戏厂商的出海宝地,中国企业也成为其中的佼佼者。数据显 ...
2025年第27周:跨境出海周度市场观察
艾瑞咨询· 2025-07-19 11:53
Industry Environment - Chinese companies' overseas expansion has shifted from "business supplement" to "business necessity," emphasizing the importance of local adaptation, brand building, and talent development [2] - The global trade environment remains tense, particularly affecting the solar industry, with a significant decline in exports to the U.S. and Europe, while Southeast Asia shows growth in component exports [3][4] - The cultural products sector is experiencing rapid growth in overseas markets, with digital content and gaming becoming key areas for international competitiveness [5] - The food and beverage market in Indonesia and Thailand shows strong consumer demand, with significant market sizes of nearly $50 billion and $40 billion respectively [6] - The gaming and esports industry is rapidly developing, with policies supporting international expansion and a notable increase in overseas sales revenue [7] Key Brand Dynamics - LABUBU, a trendy toy IP, exemplifies the successful global expansion of Chinese creative products, with significant growth in overseas markets [15] - iFLYTEK has established a global presence with its AI products, achieving substantial revenue growth and expanding its international market reach [17] - BlueFocus plans to go public in Hong Kong, focusing on AI development and international business expansion, despite low profit margins [18] - BYD has seen remarkable sales growth in Europe and Asia, surpassing Tesla in several markets, showcasing its strong global competitiveness [19] - Junlebao is enhancing its international image and product quality to address challenges in the dairy industry as it expands overseas [21] - Anjoy Foods is launching an IPO to optimize its supply chain and expand its global footprint, with a significant market share in the frozen food sector [22] - Haitian Flavor Industry's IPO faced challenges due to market concerns over its revenue structure, highlighting the need for successful overseas market penetration [23] - Meituan is expanding its instant retail strategy internationally, leveraging its existing infrastructure and local partnerships to enhance its global presence [26] - YI Technology has achieved significant market share in the global camera industry through innovation and a strong international strategy [27]
“美团优选关闭”冲上热搜 公司回应称“局部调整”
2 1 Shi Ji Jing Ji Bao Dao· 2025-06-23 09:03
21世纪经济报道记者周慧 北京报道 6月23日,"美团优选关闭"冲上微博热搜。 多地网友在社交媒体上晒出美团优选页面弹出的业务调整通知消息,消息称"由于局部业务调整,您所在的区域自6月23日起将 暂停接单"。根据社交媒体上流传的通知,美团优选业务调整,近期会退出部分亏损地区,广东、福建、浙江等地保持正常运 营。 6月23日上午,美团发布消息称,美团优选将进一步利用已建设的供应链及仓配网络,集中资源聚焦优势区域,继续探索"次日 达+自提"模式和社区零售新业态;同时,深耕生鲜食杂供应链,为美团用户提供更具质价比的商品。 上述消息,侧面回应了美团优选部分区域业务调整的消息,突出"集中资源聚焦优势区域"和转型探索新业态。21世纪经济报道 记者联系美团采访,对于美团优选"各地陆续关仓"以及"部门人员解散"的消息,美团回应称,美团优选在转型升级,并进行局 部业务调整,不存在部门解散的情况。 另外,21世纪经济报道记者从相关渠道获悉,美团优选团队不少人转而参与最新启动线下业务"N项目",负责线下门店营运工 作,其余人则将分批次加入其他业务。 美团优选在县域和乡镇市场下沉的很广泛,获客的吸引力之一就是低价。美团发布的2020 ...
美团即时零售新动作,涉及闪购、优选、小象超市、出海
Guo Ji Jin Rong Bao· 2025-06-23 03:40
Core Insights - Meituan announced a comprehensive expansion of its instant retail business to enhance the quality and upgrade the retail new format [2][3] - The company has developed various instant retail formats, including Meituan Flash Purchase, Little Elephant Supermarket, and Meituan Preferred, to cater to consumer needs [2] Group 1: Business Expansion - Meituan Flash Purchase collaborates with nearly one million physical stores to offer a "30-minute delivery" service and has built over 30,000 flash warehouses nationwide [2] - During the recent 618 shopping festival, over 100 million users placed orders through Meituan Flash Purchase [2] - Little Elephant Supermarket has established nearly 1,000 front warehouses in 20 cities, aiming for a sales target of over 20 billion yuan in agricultural products this year [2] Group 2: Strategic Developments - Meituan Flash Purchase will continue to expand its product categories and optimize the shopping experience for 1 billion consumers [3] - Little Elephant Supermarket plans to expand its coverage to all first and second-tier cities and will source directly from 200 high-quality agricultural regions [3] - Meituan Preferred will focus on supply chain and distribution network improvements, exploring "next-day delivery + self-pickup" models [3] Group 3: International Expansion - Meituan is actively exploring overseas markets to participate in high-level global retail competition [3] - The overseas version of Little Elephant Supermarket, Keemart, has begun testing in two areas of Riyadh, Saudi Arabia, with plans for further expansion [3]
王兴想赢下每个战场
36氪· 2025-05-29 09:37
以下文章来源于36氪未来消费 ,作者任彩茹 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 对美团而言,国际化和AI是新时代里不得不主动出击的"远方",而作为传统优势业务的即时配送,则是必须保住份额的"眼前"。要向前望,也要时刻盯紧 后方。 这一切似乎都 是 成本。电话会上,王兴表示,将在秉持公平有序竞争原则的前提下,继续加大投入,"预计二季度核心本地商业的收入增幅将比一季度有 所放缓,该分部的营业利润将同比大幅下降。" 近有外卖和闪购,远有出海。 文 | 任彩茹 编辑 | 乔芊 来源| 36氪未来消费(ID:lslb168) 封面来源 | IC photo 美团度过了一年多来最喧闹的一个季度。 沸沸扬扬的外卖之争、闪购之战,在一季度只是"浅浅"开了个局,但已经足以引发太多的好奇和担忧。 单从业绩来看,美团的一季度是符合甚至超出预期的——收入同比增长18.1%至866亿元,经调整净利润同比增长至10亿元。其中,核心本地商业的收入 同比增长17.8%至643亿元,新业务也实现收入的双位数增长和亏损的稳步收窄。 只是,与二季度面临的巨大不确定性和板上钉钉的利润下降相比,这些成绩几乎被投资人们抛诸脑 ...
即时零售出海沙特,小象超市摸着Keeta过河
3 6 Ke· 2025-05-28 12:14
Core Insights - Meituan's subsidiary, Keemart, has officially launched in Saudi Arabia, marking the company's entry into the international market for its "front warehouse + instant retail" business model [1] - The launch of Keemart is part of Meituan's broader strategy to expand its footprint in the rapidly growing instant retail sector, which is expected to see increased competition [1][6] Group 1: Market Entry and Strategy - Meituan's previous experience with its food delivery service, Keeta, in Saudi Arabia has laid a foundation for the launch of Keemart, providing insights into local market conditions and consumer behavior [2][3] - CEO Wang Xing emphasized the company's commitment to deepening its presence in the Saudi market, with Keeta already covering all major cities with populations over one million [4] - Meituan plans to replicate its successful business model in Saudi Arabia and Brazil, viewing both markets as significant growth opportunities [4] Group 2: Market Potential and Competition - Saudi Arabia boasts a high internet penetration rate of 90%, creating a favorable environment for online retail growth [5] - The grocery delivery market in Saudi Arabia is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 18.2%, expected to reach $2.8 billion by 2028 [6] - The demand for instant delivery services is increasing, particularly among the younger population, which constitutes 63% of the total population [9] Group 3: Competitive Landscape - The instant grocery delivery market in Saudi Arabia is competitive, with local players like Hunger Station and Jahez already established, alongside new entrants like Rabbit Mart [9][14] - Meituan's Keemart will face challenges from both local competitors and other international companies, including Dingdong Maicai, which has also targeted Saudi Arabia for expansion [10][12] - Dingdong Maicai has reportedly shifted its strategy to avoid direct competition with Meituan in the C-end instant retail space due to high operational costs and complex local market dynamics [12][13]
美团即时零售卷向国际市场
财富FORTUNE· 2025-05-24 13:03
Core Viewpoint - Meituan is expanding its overseas operations with the launch of its grocery retail brand Keemart in Saudi Arabia, aiming to tap into the growing demand in the Middle East market [1][2][3] Group 1: Business Expansion - Keemart, a version of Meituan's Xiaoxiang Supermarket, started operations in Riyadh, Saudi Arabia, in early May [1] - The company plans to cover 80% of Saudi Arabia by July 2023, with a goal of reaching every city by the end of 2025 [3] - Meituan's international business vice president, Qiu Guangyu, predicts a 20% annual growth rate for the Saudi food delivery market, driven by a young population and urbanization [2] Group 2: Strategic Focus - Meituan's CEO Wang Xing emphasized three strategic directions for the company's second decade: grocery retail, internationalization, and technology, aligning with the launch of Keemart [1][4] - The company is leveraging its existing delivery network and operational experience from its previous venture, Keeta, which has captured 10% of the Saudi market share [2][3] Group 3: Competitive Landscape - The entry of Keemart into the Saudi market is seen as a response to the competitive pressure from other Chinese companies, such as Dingdong Maicai, which has also considered entering the region [5][6] - Keeta's aggressive pricing strategy has posed challenges to established local brands, but it also raises concerns about sustainability due to high delivery costs [4][5] Group 4: Future Prospects - Meituan is not only focusing on food delivery but also on integrating drone delivery services, having received operational qualifications in the UAE [3] - The company plans to invest $1 billion in Brazil over the next five years, indicating a broader international strategy beyond the Middle East [6]