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<Research>Soochow Securities Compares Discount Coupons for Meituan, JD Food Delivery, Taobao Instant Commerce (Table)
Soochow Securities published a report, listing the comparison of strength of coupons offered by MEITUAN-W (03690.HK), JD Food Delivery and Taobao Instant Commerce:Food delivery pla...
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<Research>Soochow Securities Compares Discount Coupons for Meituan, JD Food Delivery, Taobao Instant Commerce (Table)
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Soochow Securities published a report, listing the comparison of strength of coupons offered by MEITUAN-W (03690.HK)  -0.400 (-0.317%)    Short selling $1.14B; Ratio 20.121%   , JD Food Delivery and Taobao Instant Commerce:

Food delivery platform:
(1) MEITUAN-W (03690.HK)  -0.400 (-0.317%)    Short selling $1.14B; Ratio 20.121%  
Coupon: "0 yuan milk tea", 15 yuan off for purchases over 15 yuan, 20 yuan off for purchases over 40 yuan, 18 yuan off for purchases over 38 yuan, etc.

Related NewsM Stanley Lowers JD.com (JD.US)'s TP to USD28; Impact of Food Delivery War Most Significant in 2Q25
(2) JD Food Delivery
Coupon: 30 yuan off for purchases over 60 yuan, 20 yuan off for purchases over 40 yuan, 15 yuan off for purchases over 30 yuan, etc.

(3) Taobao Instant Commerce
Coupon: 18.8 yuan off for purchases over 38 yuan, 15 yuan off for purchases over 15 yuan, 12 yuan off for purchases over 25 yuan, 11 yuan off for purchases over 15 yuan, etc.

The above "yuan" is RMB
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 12:25.)

Related NewsHSBC Research: JD.com (JD.US) Food Delivery Biz Dents Earnings in ST; TP Trimmed to US$40

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