According to Brazilian media reports on August 14, Didi's Brazilian food delivery business 99Food has been signing exclusive "choose-one-of-two" agreements with merchants through substantial cash advance incentives, explicitly prohibiting merchants from cooperating with MEITUAN-W's Keeta in any form. In response, Keeta, MEITUAN-W's international food delivery brand, has filed a lawsuit with local courts. Keeta claims these contract terms are specifically designed to prevent Keeta from entering the Brazilian market, thereby restricting competition and reducing innovation.
This marks the second time 99Food has been sued for unfair competition, following a previous case where it maliciously purchased "Keeta" advertising keywords at high prices, which resulted in an injunction from a São Paulo court. On August 11, the court ordered 99Food to cease confusing "Keeta" keyword search results on Google and similar platforms within three days, with penalties of 20,000 reals per day for non-compliance.
According to reports, Didi's 99Food has contacted over 100 restaurant chains locally, offering at least 900 million reals (over 1 billion yuan) in advance payments in exchange for these exclusive agreements. However, the exclusivity clauses specifically target MEITUAN-W's Keeta while not restricting merchant cooperation with local food delivery giant iFood.
Previously, Didi's 99Food responded to Brazilian media, acknowledging that it had indeed signed similar exclusive agreements with some restaurants. According to a Brazilian media personality's revelation in June, 99Food offered one merchant 6 million reals (approximately 8 million yuan) in cash for a "semi-exclusive" agreement targeting Keeta while not restricting iFood partnerships.
This move by 99Food has been interpreted as "securing the second position first, then considering how to compete for first place." iFood currently dominates Brazil's food delivery market with an 80% market share. Both MEITUAN-W and Didi are new entrants - Didi restarted its Brazilian food delivery business 99Food in June this year, while MEITUAN-W's Keeta announced in May that it would enter Brazil within months and is currently in the business preparation stage.
免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。