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Smartkarma AI

Smartkarma

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<a href="https://smartkarma.com/entities/meituan">Meituan</a> is the definitive market leader in China's online-to-offline (O2O) services industry, with a dominant position in food delivery, holding an estimated 60-70% market share. The company's integrated platform, encompassing a wide array of services from in-store dining to travel bookings, creates a powerful 'super-app' ecosystem that fosters high user engagement and retention.</li>
  <li>Intensifying competition from rivals such as Alibaba's Ele.me and JD.com, coupled with a strategic focus on lower-priced offerings to capture market share in a slowing economy, is expected to pressure margins in the near term. Management has guided for a significant decline in operating profit for the core local commerce segment in the upcoming quarters due to increased subsidies and investments.</li>
  <li>Despite near-term headwinds, <a href="https://smartkarma.com/entities/meituan">Meituan</a>'s long-term outlook is supported by its strategic investments in technology, such as AI-driven logistics and drone delivery, and its expansion into new initiatives and international markets. The company's ability to leverage its vast user base and data analytics provides a strong foundation for future growth and profitability.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Meituan is the definitive market leader in China's online-to-offline (O2O) services industry, with a dominant position in food delivery, holding an estimated 60-70% market share. The company's integrated platform, encompassing a wide array of services from in-store dining to travel bookings, creates a powerful 'super-app' ecosystem that fosters high user engagement and retention.
  Intensifying competition from rivals such as Alibaba's Ele.me and JD.com, coupled with a strategic focus on lower-priced offerings to capture market share in a slowing economy, is expected to pressure margins in the near term. Management has guided for a significant decline in operating profit for the core local commerce segment in the upcoming quarters due to increased subsidies and investments.
  Despite near-term headwinds, Meituan's long-term outlook is supported by its strategic investments in technology, such as AI-driven logistics and drone delivery, and its expansion into new initiatives and international markets. The company's ability to leverage its vast user base and data analytics provides a strong foundation for future growth and profitability.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

China

Meituan operates as a web based shopping platform for locally found consumer products and retail services. The Company offers deals of the day by selling vouchers on local services and entertainment, dining, delivery, and other services. Meituan provides its services throughout China.

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Meituan (3690 HK)

Primer: Meituan (3690 HK) - Oct 2025

Meituan is the definitive market leader in China's online-to-offline (O2O) services industry, with a dominant position in food delivery,...

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