--- title: "Meituan: Customers pursue super cost-effectiveness, AI helps catering businesses in decision-making and operations" description: "Meituan data shows that this year, 70% of new takeaway orders are below 15 RMB, reflecting customers' pursuit of super cost-effectiveness. CEO Wang Puzhong pointed out that the catering industry needs" type: "news" locale: "en" url: "https://longbridge.com/en/news/261571040.md" published_at: "2025-10-17T07:40:26.000Z" --- # Meituan: Customers pursue super cost-effectiveness, AI helps catering businesses in decision-making and operations > Meituan data shows that this year, 70% of new takeaway orders are below 15 RMB, reflecting customers' pursuit of super cost-effectiveness. CEO Wang Puzhong pointed out that the catering industry needs to improve its operational level rather than relying on competition among peers. The AI tools launched by Meituan, such as "Kangaroo Advisor" and "Smart Store Manager," have helped merchants optimize decision-making and operations, with the former achieving an accuracy rate of 87% in site selection, and the latter being used by over 1 million stores Domestic media quoted Meituan-W (03690.HK) data reporting that this year, 70% of new takeaway orders fall within the low-price range of under 15 RMB. After the "takeaway war" in May this year, nearly half of the order growth driven by subsidies is for beverages. At the same time, the growth rate of the domestic catering industry has also significantly slowed down in recent years, and by 2025, the average spending per customer in dine-in catering has returned to levels seen a decade ago. Wang Puzhong, CEO of Core Local Business, stated that customers' demand for super cost-effectiveness is reshaping the catering industry; however, cost-effectiveness should not rely on internal competition among peers but rather require businesses to leverage structural cost advantages and comprehensively enhance operational levels. He mentioned that AI helps catering businesses operate, and Meituan has recently launched AI tools such as "Kangaroo Advisor" and "Smart Storekeeper." "Kangaroo Advisor" assists businesses in decision-making from four aspects: track analysis, store location selection, dish development, and business operations; during the testing phase, over a thousand catering brands and community stores participated in the experience, generating reports more than 100,000 times. Data shows that with the AI location selection tool of "Kangaroo Advisor," the accuracy rate of business location selection reaches 87%. As for "Smart Storekeeper," it provides intelligent services for various in-depth operational aspects such as package design, front desk reception, review responses, and store traffic analysis. Currently, over 1.5 million customers have experienced services such as consultation, reservation, and queue number retrieval, and over one million stores have applied "Smart Storekeeper," with more than 186,000 stores enabling the AI reception function ### Related Stocks - [MPNGY.US - Meituan](https://longbridge.com/en/quote/MPNGY.US.md) - [03690.HK - MEITUAN](https://longbridge.com/en/quote/03690.HK.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) | | 叮咚卖身,前置仓模式终结 | 叮咚买菜以 7.17 亿美元被美团收购,标志着前置仓模式的终结。尽管叮咚买菜在生鲜电商市场表现出色,保持盈利并运营超过 1000 个前置仓,但高昂的成本限制了其扩展。此次收购将使叮咚买菜获得美团的资金和流量支持,助力其全国市场的拓展。美团通 | [Link](https://longbridge.com/en/news/275259644.md) | | “AI 交易” 的关键变量:服务业敞口越高,AI 颠覆风险越大,“AI 基建” 最有利 | 大摩量化研究显示,“服务业敞口” 是 AI 投资的关键变量,与收益呈显著负相关。由于市场担忧 AI 颠覆,服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反,“AI 基础设施” 敞口仅 14%,受颠覆风险最小且受益于资本支出,在六 | [Link](https://longbridge.com/en/news/275977957.md) | | AI 圈内人士:比新冠更大的事情正在发生,人们还懵懂不知 | AI 技术的演进正在引发深刻的职业冲击,HyperWriteAI 首席执行官 Matt Shumer 指出,AI 已从辅助工具转变为独立执行者,能够自主完成复杂任务。随着技术突破的加速,AI 具备了构建下一代 AI 系统的能力,预示着技术进 | [Link](https://longbridge.com/en/news/276029817.md) | | 本轮 AI 大清洗,财富管理平台被错杀了? | 随着 AI 税务规划工具的推出,财富管理平台股价承压,市场情绪恐慌。美银美林的研报指出,这一抛售是情绪化的错杀,AI 是增强而非替代顾问的工具。高净值客户仍需人类顾问的专业建议,AI 的价值在于提升效率。报告认为,具备高净值客户基础、积极嵌 | [Link](https://longbridge.com/en/news/275890826.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.