---
title: "JP Morgan: Meituan's takeaway business is expected to have a net profit margin of only 2.8% in 2024"
description: "JP Morgan's report shows that the net profit margin of global food delivery platforms is expected to be between 1.5% and 3.3% in 2024, with an average of 2.2%. Among them, Meituan's net profit margin "
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/236213411.md"
published_at: "2025-04-16T11:01:18.000Z"
---

# JP Morgan: Meituan's takeaway business is expected to have a net profit margin of only 2.8% in 2024

> JP Morgan's report shows that the net profit margin of global food delivery platforms is expected to be between 1.5% and 3.3% in 2024, with an average of 2.2%. Among them, Meituan's net profit margin is expected to be 2.8%. In contrast, Guohai Securities analysis pointed out that Meituan's operating profit margin for food delivery in Q3 2021 was 3%

Recently, the profit margin of food delivery has become a market focus. According to the global online takeaway industry report published by JP Morgan ("Global Online Takeaway (2024)"), the net profit margin of nine major global food delivery platforms is predicted to be between 1.5% and 3.3% in 2024, with an arithmetic average of 2.2%.

Additionally, according to the JP Morgan report, Meituan's food delivery business is expected to have a net profit margin of only 2.8% in 2024. Combined with previous analysis from Guohai Securities, Meituan's restaurant delivery operating profit margin in Q3 2021 was 3%. (All Weather Technology)

### Related Stocks

- [MPNGY.US - Meituan](https://longbridge.com/en/quote/MPNGY.US.md)
- [03690.HK - MEITUAN](https://longbridge.com/en/quote/03690.HK.md)
- [JPM.US - JPMorgan Chase](https://longbridge.com/en/quote/JPM.US.md)
- [000750.CN - Sealand Securities](https://longbridge.com/en/quote/000750.CN.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 美团：本集团预期 2025 年度录得亏损约人民币 233 亿元至人民币 243 亿元 | 美团预计 2025 年度将录得亏损约人民币 233 亿元至 243 亿元，而 2024 年度则录得溢利约 358.08 亿元。预期亏损主要源于核心本地商业分部的经营溢利从 2024 年的约 524.15 亿元转为 2025 年的约 68 亿 | [Link](https://longbridge.com/en/news/275897016.md) |
| 市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业 | 市场监管总局于 2 月 13 日约谈了阿里巴巴、抖音、百度、腾讯、京东、美团和淘宝闪购等平台企业，要求它们遵守相关法律法规，落实主体责任，规范促销行为，并杜绝 “内卷式” 竞争，以维护公平竞争市场环境，促进平台经济的创新与健康发展。 | [Link](https://longbridge.com/en/news/275975190.md) |
| 谷歌突然发布 Gemini 3.1 Pro：核心推理性能直接翻倍 | 谷歌发布了最新的大模型 Gemini 3.1 Pro，其推理性能较去年发布的 Gemini 3 Pro 翻倍。在 ARC-AGI-2 评测中，Gemini 3.1 Pro 得分 77.1%，显示出强大的推理能力。新模型支持多源数据综合和复杂 | [Link](https://longbridge.com/en/news/276396515.md) |
| 沃尔玛四季度财报超预期但盈利指引不及预期，CEO 称 “美国低收入家庭只能勉强维持生计” | 沃尔玛 Q4 营收超预期，新财年盈利指引（每股 2.75-2.85 美元）远低于市场预期的 2.96 美元，显示通胀压力下消费者支出不确定性犹存，拖累股价下跌 1.38%。财报印证 K 型” 分化：高收入家庭驱动增长，低收入群体 “钱包吃紧 | [Link](https://longbridge.com/en/news/276398633.md) |
| 学习英伟达刺激芯片销售，AMD 为 “AI 云” 借款做担保 | AMD 为扩大市场份额祭出金融 “狠招”！为初创公司 Crusoe 的 3 亿美元购芯贷款提供担保，承诺在其无客户时 “兜底” 租用芯片。这一复刻英伟达 “租卡云” 路径的策略虽能短期推高销量，但也令 AMD 在 AI 需求放缓时面临更大的 | [Link](https://longbridge.com/en/news/276401504.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
