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MEITUAN-W: Customers Inclined to Seek Super Value for Money; AI Can Help Restaurants Make Operational Decisions
Chinese media learned from data released by MEITUAN-W (03690.HK) that about 70% of its new food delivery orders this year fell into the low-price range of under RMB15, and nearly 5...
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MEITUAN-W: Customers Inclined to Seek Super Value for Money; AI Can Help Restaurants Make Operational Decisions
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Chinese media learned from data released by MEITUAN-W (03690.HK)  +2.200 (+2.328%)    Short selling $492.14M; Ratio 23.569%   that about 70% of its new food delivery orders this year fell into the low-price range of under RMB15, and nearly 50% of the order growth driven by subsidies came from beverages after the food delivery wars in May.

Meanwhile, the growth rate of China's restaurant industry has also slowed noticeably in recent years, and the 2025 dine-in spending per customer has dropped back to the level of ten years ago.

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Wang Puzhong, CEO of MEITUAN-W's core local commerce sector, said that customers' pursuit of super value for money is reshaping the restaurant industry, but he reminded that value for money should come from structural cost advantages and improvement in overall operational capabilities instead of from involutionary competition.

Wang also highlighted AI's helping role in restaurant operations. MEITUAN-W has recently launched different AI tools to assist merchants in making decisions regarding site selection, menu development, and operational strategies, among others.
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-10-20 12:25.)

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