<Research>HSBC Research Lists 2Q-4Q Food Delivery Rev./ Operating Profit per Order Forecasts for MEITUAN-W (Table)
Close
2025/05/27 04:54 GMT
Recommend
33
Positive
57
Negative
23
 
 

Item│ 1Q25│2Q25 Forecast│ 3Q25 Forecast│4Q25 Forecast
Revenue from food delivery business│41.325 billion│42.437 billion│49.219 billion│45.847 billion
-YoY change│+14%│+5%│+5%│+6%
Average daily orders of food delivery business│57.5 million orders│64.6 million orders│73.2 million orders│68.5 million orders
-YoY change│+10%│+10%│+10%│+10%
Operating profit (OP) of food delivery business│7.733 billion│8.069 billion│7.411 billion│6.673 billion
-YoY change│+39%│-20%│-18%│-14%
OP/order │1.5│1.4│1.1│1.1
-YoY change│+27%│-27%│-25%│-22%
The above currencies are in RMB
------------------------------------------

Item│2025 Forecast│2026 Forecast
Revenue from food delivery business│178.827 billion│193.875 billion
-YoY change│+7%│+8%
Average daily orders of food delivery business│66 million orders│70.6 million orders
-YoY change│+10%│+7%
OP of food delivery business│29.886 billion│36.405 billion
-YoY change│-8%│+22%
OP/order│1.2│1.4
-YoY change│-16%│+14%
The above currencies are in RMB

Related NewsBOCI Expects HSI to Reach 25,700 by Yr-end; Focus on High-end Mfg Sector, Domestic Demand, High Div. Yield, Actively Traded Southbound Stocks

AAStocks Financial News
Website: www.aastocks.com

Copyright(C) AASTOCKS.com Limited 2000. All rights reserved.
Disclaimer: AASTOCKS.com Ltd, HKEx Information Services Limited, its holding companies and/or any subsidiaries of such holding companies endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.
News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
Content Sharing
<Research>HSBC Research Lists 2Q-4Q Food Delivery Rev./ Operating Profit per Order Forecasts for MEITUAN-W (Table)
Item│ 1Q25│2Q25 Forecast│ 3Q25 Forecast│4Q25 Forecast Revenue from food delivery business│41.325 billion│42.437 billion│49.219 billion^...
Reset
Send
The window will close in 5 seconds