EO Intelligence | Meituan-Dianping Research Report 2020
Paid Research

EO Intelligence | Meituan-Dianping Research Report 2020

Paid Research

EO Intelligence | Meituan-Dianping Research Report 2020

Consumer Staples Author: Yue Liu Aug 27, 2020 08:00 PM (GMT+8)

Contributors-

EditorLuke Sheehan

Pages35

CopyrightEqualOcean Intelligence

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Introduction

This is a comprehensive report about one of the largest success stories of the decade in China's Internet space -- Meituan. In this paper, EqualOcean looks at diverse aspects of the company's business, including its development history and market potential.

Highlights

  • From the industry perspective, the concentration rate of China's catering industry is far lower than that of mature markets such as the US and Japan
  • The local life service market is shared by a small number of producers or sellers; the competition is basically between Meituan and Alibaba and in various dimensions, Meituan's data performance is better than that of Alibaba
  • The food delivery business injects high-frequency and massive traffic into the group's ecology and has become the cornerstone of the company's mid- and long-term performance growth
  • In the in-store and hotel & travel segment, Meituan adopts the commission rate and the advertising model; however, Ctrip is still No. 1 in the industry in terms of the unit price per customer since Meituan targets in low-tier cities
  • The ride-hailing business hasn't achieved large-scale profits yet; still, it may increase user consumption frequency and increase user stickiness to the platform as the segment is expected to complete a closed-loop for local life services

Contents

  • 1 Introduction
  • 2 Highlights
  • 3 10-year development history of Meituan
  • 4 Three business units of Meituan
  • 5 The battle of the giants: Meituan vs Alibaba
  • 6 Valuation analysis of Meituan

In this report

23 charts

describing Meituan and the industry's current status

15 companies

compared to find Meituan's valuation

Related Companies

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About the research

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

Leveraging two major channels – EqualOcean.com and iyiou.com – and supported by a network of thousands of technology and industry experts, EqualOcean Intelligence is a highly competitive player in business analysis, in China and around the world.

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