Food delivery platform battle: who profits and who loses

In-depth communication
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Consumer:

Not all platforms offer large discounts. According to her observation, categories such as bubble tea, coffee, desserts, and light meals receive the biggest subsidies, with prices often as low as one‑tenth of the original. After subsidies, prices of 1 or 2 yuan are common.

More than one consumer told the reporter that the delivery subsidy coupons are very tempting; while main meals can only be eaten three times a day, bubble tea and coffee can be repurchased several times a day. Some people who normally don’t drink coffee or bubble tea are now ordering one or two drinks.

Ms. Yang is an office worker and a coffee enthusiast. “Lately I’ve been switching between several platforms; the subsidies are huge—a cup of coffee costs just over 2 yuan. I often order two cups a day, sometimes four. Since the coffee shop is close to the office, I pick them up in store,” Ms. Yang said.

Rider:

On July 7, Mr. Kang, a rider for Ele.me, said: “Orders have surged recently; during the same time period, the number of dispatches has increased sharply. I

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AI 推荐话题
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This is the same trick as the price wars between Didi and Kuaidi, Mobike and OFO N years ago: first subsidize low prices and fight, then reap high‑price profits.

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Uwu my 99 yuan deposit

However, Didi’s current price is roughly the same as a taxi; carpooling would be cheaper. Shared bicycles cost about 1.5 yuan per 30 minutes, which is still acceptable. Only the shared power‑bank price is especially outrageous, but luckily I’m not using my phone much outside now, so I don’t need to charge it all day.

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The few places I usually eat at first stopped offering delivery, and recently they just shut their doors completely. The ones that hurt the most are still the independent shops.

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