Meituan (3690) Earnings: 3Q Adjusted Net Loss Hits 16.0B Yuan, Missing Estimates

Meituan on Smartkarma

Analysts on Smartkarma are closely monitoring Meituan, a leading player in China’s online-to-offline services industry. The company, known for its dominant position in food delivery with a 60-70% market share, is facing intense competition from rivals like Alibaba’s Ele.me and JD.com. Despite near-term challenges such as margin pressures due to lower-priced offerings and increased investments, analysts see Meituan‘s long-term prospects positively. Strategic investments in technology, like AI-driven logistics and expansion into new markets, coupled with a strong user base, are seen as drivers for future growth and profitability.

Recent reports by analysts like Gaudenz Schneider and Trung Nguyen highlight the volatility in Meituan‘s stock following its 2Q 2025 results. While some express concerns over prolonged subsidy wars impacting profitability, others point to Meituan‘s strategic moves to protect its market share in the face of stiff competition. Investors are advised to stay informed and assess opportunities amid changing market dynamics to make well-informed decisions about Meituan‘s position in the evolving landscape.

A look at Meituan Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Meituan‘s long-term outlook, as indicated by the Smartkarma Smart Scores, showcases a mixed picture. With a strong Growth score of 5, Meituan is positioned well for future expansion and development within the market. This suggests that the company has a promising trajectory for increasing its operations and market presence over time. Additionally, Meituan demonstrates solid Resilience with a score of 4, indicating its ability to withstand economic challenges and uncertainties.

However, there are areas where Meituan might face challenges. Its Value score of 3 suggests that the company may not be considered undervalued within the market, potentially limiting its attractiveness to value-oriented investors. Furthermore, the low Dividend score of 1 indicates that Meituan may not be prioritizing dividend payments to its shareholders at the present moment. The company’s Momentum score of 2 also implies that it may be facing some challenges in maintaining positive market momentum. Overall, Meituan‘s outlook reflects a company with strong growth potential and resilience, but potentially facing some valuation and momentum concerns.

### 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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