A look at Chinese food delivery giant Meituan's subsidy war ...
16 hours ago · Eleanor Olcott / Financial Times: A look at Chinese food delivery giant Meituan's subsidy war with Alibaba and JD.com, leading Meituan to a big Q3 loss and internal debate over global …
Meituan’s Loss Warning Spurs $27 Billion China Internet Rout
Aug 28, 2025 · Meituan ’s shares dropped the most since April after warning of losses this quarter from a price-based battle with Alibaba Group Holding Ltd. and JD.com Inc., wiping out a combined $27...
Meituan shares plunge as China’s delivery price wars escalate
Aug 28, 2025 · China’s leading food delivery company Meituan said its quarterly profit had been all but wiped out as it fights a punishing domestic price war, sending shares down 10 per cent.
Meituan, Alibaba hit with $14b costs in China’s delivery ...
Dec 1, 2025 · China’s major food delivery firms have spent over 100 billion yuan (US$14 billion) on subsidies and sales expenses during Q2 and Q3 2025. Meituan reported a 19.8 billion yuan (US$2.7 …
Meituan Cries 'Irrational!' As Alibaba Escalates Delivery Battle
Jul 18, 2025 · JPMorgan Chase warned that Alibaba, Meituan, and JD.com shares may remain under pressure for three to six months due to ongoing uncertainty around profit margins and aggressive …
Meituan Records First Loss Since 2022 After Price War Toll
Nov 28, 2025 · Meituan posted an adjusted net loss of 16 billion yuan for the September quarter, due to intensified competition in the food delivery sector. The company expects losses to continue through …
Alibaba, Meituan and JD Vow End to Food Delivery Price War
Aug 1, 2025 · Meituan, Alibaba Group Holding Ltd., and JD.com Inc. vowed Friday to curb “disorderly competition” and cease the price-based rivalry that’s threatened to erode margins and prompted …