However, from the public data, whether it is market share or revenue, there is still a big gap between the current hungry and the US group takeaway. After Meituan took refuge in Tencent (400.000, -4.08%), Ali (194.480, -4.04%) and Meituan were full of gunpowder in the local life market, and the "yellow and blue" dispute in the takeaway industry was difficult to settle for a while. If you are hungry, pay too much attention to your opponent's movements, lack your own reflection, and focus on the needs of users. As long as the US delegation doesn't miss a flaw, it's hard to get hungry.
The mode of taking out 63 1 to the next level by Meituan
Hungry? Q2' s revenue is less than half that of Meituan, and it has fallen behind for five consecutive quarters: from the revenue scale of Q2 20 19, the current revenue of local life services, including instant delivery and take-away catering, is 61800,000 yuan, a year-on-year increase of 137%. Ali said that the order growth and average unit price increase of local life service business promoted the efficiency improvement of distribution operation and the rapid growth of GMV.
However, Hungry started to merge in May, 20 18, and Word of Mouth started to merge in February, 20 18. Both of them belong to Ali affiliated companies, so it is necessary to count the annual performance. This means that Ali's local life service has increased as high as 137% year-on-year, which is affected by financial treatment to some extent and cannot fully represent the actual super-high growth of this business.
On the other hand, the take-away business income of Meituan 20 19 in Q2 was 128 billion yuan, up 44.2% year-on-year, which was more than twice that of Ali's local life service. In addition, the current take-away transaction amount of Meituan increased by 36.5% year-on-year to 93,654.38+billion yuan, and the number of transactions increased by 34.6% year-on-year to 2,654.38+billion yuan.
The revenue of Meituan's takeaway business is twice that of Ali's local life service for at least five quarters. According to the financial reports of Meituan and Ali, from Q2 of 20 18 to Q2 of 20 19, Meituan's take-away income was 8.908 billion yuan,11200 million yuan,1/0 billion yuan and/kloc-respectively.
Mei Tuan e Liao