The food delivery battle is still fierce in the trenches, and riders are returning to Meituan

Wallstreetcn
2025.12.16 08:36

The delivery subsidy war between Meituan and Taobao Flash Sale has cooled down in the fourth quarter, and there have also been new changes on the supply side. According to multiple informed sources, since the autumn and winter seasons, both platforms have not only reduced subsidies for users but also significantly cut subsidies for riders. From mid to late September to November, there have been cases of Taobao Flash Sale riders returning to Meituan in many parts of the country, while during the most intense period of the delivery war in July and August, Meituan riders had largely moved to Taobao Flash Sale. (Jiemian)