Summary of Key Findings from the Survey on Chinese On-Demand Delivery Behavior Industry Overview - **Industry**: Chinese On-Demand Delivery Services - **Survey Conducted By**: Citi's Innovation Lab - **Sample Size**: 1,800 users in China - **Survey Period**: June-July 2025 Core Findings 1. **Increased Order Frequency**: - 47% of daily users reported an increase in order frequency over the past three months, primarily due to more discounts and promotions [1][3][18] 2. **Leading Platforms**: - **Meituan**: Dominates the market with 68% of users for food delivery and 72% for non-food categories, attributed to the variety of restaurant choices [1][4][75] - **Taobao Shangou**: Captures a higher percentage of female users and younger demographics, achieving the highest Net Promoter Score (NPS) at 70 [1][5][49] - **JD Takeaway**: Despite being available for less than six months, it was used by 61% of respondents [1][75] - **Ele.me**: Holds a smaller market share with 13% for food delivery [4][41] 3. **User Demographics**: - 56% of respondents order food for themselves, while 36% order for two people [35] - The age distribution shows Taobao Shangou attracting younger users (37% aged 18-29), while Meituan is favored by older users (45-59 and 60+) [49][54] 4. **Spending Patterns**: - Average spending per order: - Food delivery: Rmb30-49 for 46% of users, Rmb10-29 for 33% [2][32] - Non-food delivery: Average spending at Rmb180, with 43% spending Rmb50-149 [62][63] 5. **Order Timing**: - Most common ordering times: 72% for lunch, 56% for dinner, and notable percentages for afternoon tea (35%) and supper (27%) [34][75] 6. **Reasons for Choosing Delivery Services**: - Availability of restaurants is the most important factor (43%), followed by delivery speed (21%) and price (19%) [33][41] 7. **Expectations for Future Ordering**: - 39% of users expect to order somewhat more this year, while 42% plan to maintain their current frequency [22][25] Additional Insights - **Concerns Affecting Order Frequency**: - Users ordering less frequently cited food safety (42%) and decreased food quality (32%) as primary concerns [19][24] - **Market Dynamics**: - The total addressable market (TAM) and higher penetration rates are expected to sustain despite normalizing subsidies, indicating a positive trend for profitability across platforms [74] - **Competitive Landscape**: - Meituan's strength lies in its extensive restaurant options, while JD is recognized for faster delivery and customer service [43][54] Conclusion - The survey indicates a robust growth trajectory for the on-demand delivery market in China, with Meituan and Taobao Shangou leading in user preference and satisfaction. The findings suggest a competitive landscape where user behavior is influenced by promotions, service quality, and product availability, with expectations for continued growth in order frequency and market penetration.