Delivery Wars

Taobao Instant Delivery and Meituan engaged in an intense delivery war, offering deep discounts and subsidies. This aggressive competition led to a surge in orders for both platforms, benefiting merchants and delivery personnel. While stock prices saw initial dips, the overall impact suggests a dynamic market where new entrants can challenge established players. The rivalry highlights strategic differences, with Meituan focusing on food delivery and Taobao aiming for broader integration of online shopping and instant retail.