China launches investigation into food delivery competition
The strongest signal fired from regulators since the quick commerce war started in 2025.
Alibaba Retires Its Food Delivery Brand
We have been covering the expensive food delivery and quick commerce war in China between major tech companies Alibaba and Meituan.
For a long time,...
Meituan starts to build dormitories for food delivery riders
On 21 November, Meituan announced that it is building a network of “Rider Dorms”, with the first batch of 600 delivery workers set to...
Meituan Q3 2025 earnings call transcript
Meituan (3690.HK) announced their Q3 2025 earnings last week (28 November). Market reaction was weak. Meituan opened lower yesterday, and as of press time,...
Meituan’s Keeta Food Delivery Lands in Kuwait: Third Stop in the...
Friends of Momentum Works in Kuwait received a notification yesterday from Keeta, Meituan’s overseas food delivery service, announcing that Keeta would launch in Kuwait...
Amid subsidy war at home, Meituan launches Keeta in Qatar
Meituan expands into Qatar, underscoring its commitment to global competition.
Our thoughts on Grab’s 2025 Q2 results
Grab’s latest results reinforce a now-familiar narrative: steady GMV, growing user base, and deeper monetisation plays.
Behind $0 Bubble tea in china: China’s quick commerce war explained...
The quick commerce war happening in China right now has seen billions of dollars spent. There have been a record number of subsidies pumped...
