Meituan Confident in Market Position Despite Intensified Food Delivery Competition

Earnings Call

26 May

Meituan addressed the intensified competition in food delivery, particularly the 10 billion RMB subsidy programs announced by competitors:
1. Welcomed new entrants as validating market potential, but noted current irrational subsidies are unsustainable long-term
2. Expressed confidence in Meituan's scale advantage, competitive model, and 11+ years of experience
3. Highlighted Meituan's reliable network, advanced systems, and sophisticated capabilities meeting diverse consumer needs
4. Plans to increase investments to defend market position while adhering to fair competition
5. Expects short-term financial volatility, including decelerated revenue growth and decreased operating profit in Q2
6. Aims to drive healthy industry growth, improve merchant environment, and create value for all stakeholders
Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

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It does not constitute investment advice or commitments.","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan Confident in Market Position Despite Intensified Food Delivery Competition</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan Confident in Market Position Despite Intensified Food Delivery Competition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002722034\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Call </p>\n<p class=\"h-time\">2025-05-26 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<br>Meituan addressed the intensified competition in food delivery, particularly the 10 billion RMB subsidy programs announced by competitors:<br>1. Welcomed new entrants as validating market potential, but noted current irrational subsidies are unsustainable long-term<br>2. Expressed confidence in Meituan's scale advantage, competitive model, and 11+ years of experience<br>3. Highlighted Meituan's reliable network, advanced systems, and sophisticated capabilities meeting diverse consumer needs<br>4. Plans to increase investments to defend market position while adhering to fair competition<br>5. Expects short-term financial volatility, including decelerated revenue growth and decreased operating profit in Q2<br>6. Aims to drive healthy industry growth, improve merchant environment, and create value for all stakeholders<br>Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MPNGY","symbol_name":"美团ADR","start_time":0,"source_url":"","article_id":"1112406855","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1112406855","pubTimestamp":1748259836,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Earnings Call","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"summary":"Meituan addressed the intensified competition in food delivery, particularly the 10 billion RMB subsidy programs announced by competitors:1. Welcomed new entrants as validating market potential, but n","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"83690":"美团-WR","MPNGY":"美团ADR","03690":"美团-W"},"translate_title":"尽管外卖竞争加剧，美团-W仍对市场地位充满信心","themeId":"d4d0bb8467b14ac0812a32583d2e02ad","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"83690":1,"03690":1,"MPNGY":1},"content_text":"Meituan addressed the intensified competition in food delivery, particularly the 10 billion RMB subsidy programs announced by competitors:1. Welcomed new entrants as validating market potential, but noted current irrational subsidies are unsustainable long-term2. Expressed confidence in Meituan's scale advantage, competitive model, and 11+ years of experience3. Highlighted Meituan's reliable network, advanced systems, and sophisticated capabilities meeting diverse consumer needs4. Plans to increase investments to defend market position while adhering to fair competition5. Expects short-term financial volatility, including decelerated revenue growth and decreased operating profit in Q26. Aims to drive healthy industry growth, improve merchant environment, and create value for all stakeholdersDisclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"earningsCall","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}