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The takeout subsidy war between Meituan and Taobao flash sales came to an end in the fourth quarter, and there were new changes on the transportation side. I learned from several people familiar with the matter that since the fall and winter, not only have the subsidies on the user side been reduced on the two platforms, but the subsidies on the rider side have also been drastically reduced. From mid-late September to November, Taobao flash riders returned to Meituan in many parts of the country, while in July and August, when the takeout war was most intense, a large number of Meituan riders went to Taobao flash sales.

智通財經·12/16/2025 08:41:04
語音播報
The takeout subsidy war between Meituan and Taobao flash sales came to an end in the fourth quarter, and there were new changes on the transportation side. I learned from several people familiar with the matter that since the fall and winter, not only have the subsidies on the user side been reduced on the two platforms, but the subsidies on the rider side have also been drastically reduced. From mid-late September to November, Taobao flash riders returned to Meituan in many parts of the country, while in July and August, when the takeout war was most intense, a large number of Meituan riders went to Taobao flash sales.