Meituan management said that in the second quarter, Meituan's leading edge in user structure, order structure and operational efficiency continued to strengthen. Looking ahead to the third quarter, takeout UE will improve markedly year over year, but the month-on-month decline due to seasonal effects, and is expected to remain positive. The third quarter includes the peak summer season. It is the peak of demand for instant delivery and the peak of seasonal marketing investment throughout the year. At the same time, in order to guarantee stable execution during peak order periods and special weather conditions, it is expected that more rider subsidies will be invested in the third quarter, and the average delivery cost of the order will be higher than in the second quarter. Furthermore, since July 1, Meituan rider's “New Occupational Injury” insurance has covered the whole country. The premium is paid in full by the platform, which will also increase certain costs.

Zhitongcaijing · 1d ago
Meituan management said that in the second quarter, Meituan's leading edge in user structure, order structure and operational efficiency continued to strengthen. Looking ahead to the third quarter, takeout UE will improve markedly year over year, but the month-on-month decline due to seasonal effects, and is expected to remain positive. The third quarter includes the peak summer season. It is the peak of demand for instant delivery and the peak of seasonal marketing investment throughout the year. At the same time, in order to guarantee stable execution during peak order periods and special weather conditions, it is expected that more rider subsidies will be invested in the third quarter, and the average delivery cost of the order will be higher than in the second quarter. Furthermore, since July 1, Meituan rider's “New Occupational Injury” insurance has covered the whole country. The premium is paid in full by the platform, which will also increase certain costs.