Dingdong founder explains the sale to Meituan
On 5 Feb, Meituan announced the acquisition of the Chinese business of dark store operator Dingdong Maicai (NYSE: DDL). You can read our analysis...
Meituan buying Dingdong: end of an era for new retail?
Intensifying quick commerce competition dominated by giants
Why Is China Reviewing the Meta–Manus Deal and Food Delivery Competition?
the three incidents concerning the regulations are largely unrelated
China launches investigation into food delivery competition
The strongest signal fired from regulators since the quick commerce war started in 2025.
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...
Luckin Coffee: Rise, Fall, and Reinvention — Part 8
CEO Q&A: Competition, Pricing, Products, and the Road Ahead
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,...
China just passed 180 billion parcels — and changed global ecommerce
China has officially crossed 180 billion ecommerce parcels so far this year, according to the State Post Bureau. At this pace, China will ship...
