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Meituan
Meituan faces intense competition in instant retail and food delivery from Alibaba's Amap, while also battling a brutal coffee price war fueled by subsidy arms races. The company is investing heavily in upgrading its local business information infrastructure to maintain its competitive edge.
About Meituan
Meituan is a Chinese e-commerce platform specializing in food delivery and local services.
Price: $
Price 24-Hour Time-Series Raw Data
Price volatility is likely driven by intense competition and subsidy wars in the food delivery market, coupled with concerns about profitability and regulatory scrutiny, as evidenced by recent posts discussing competitive pressures from Alibaba and price wars.
1-Year High: $XXXXXX on 2025-03-07
1-Year Low: $XXXXX on 2025-10-17
AltRank: XXX
AltRank 24-Hour Time-Series Raw Data
Meituan is currently AltRank #593 based on combined combined social and market metrics
Daily Average: XXX
1-Year High: XXXXX on 2025-02-06
1-Year Low: XXX on 2025-02-26
Galaxy Score: XX
Galaxy Score 24-Hour Time-Series Raw Data
Current Value: XX
Daily Average: XX
1-Year High: XX on 2024-12-23
1-Year Low: X on 2025-07-07
Engagements: XX (24h)
Engagements 24-Hour Time-Series Raw Data
Current Value: XX
Daily Average: XXX
X Week: XXX -XX%
X Month: XXXXX -XX%
X Months: XXXXXXX +29%
X Year: XXXXXXX +1,767%
1-Year High: XXXXXX on 2025-08-27
1-Year Low: X on 2025-02-01
Engagements by network (24h): X: XX
Mentions: X (24h)
Mentions 24-Hour Time-Series Raw Data
Current Value: X
Daily Average: XX
X Week: XX -XX%
X Month: XX -XX%
X Months: XXX +34%
X Year: XXX +529%
1-Year High: XX on 2025-05-01
1-Year Low: X on 2025-02-01
Mentions by network (24h): X: XX
Creators: X (24h)
Creators 24-Hour Time-Series Raw Data
X unique social accounts have posts mentioning Meituan in the last XX hours which is up XXX% from X in the previous XX hours
Daily Average: X
X Week: X -XX%
X Month: XX no change
X Months: XX +56%
X Year: XX +400%
1-Year High: XX on 2025-08-28
1-Year Low: X on 2024-12-16
The most influential creators that mention Meituan in the last XX hours
| Creator | Rank | Followers | Posts | Engagements |
|---|---|---|---|---|
| @investingichina | X | XXXXX | X | XX |
Sentiment: XXX%
Sentiment 24-Hour Time-Series Raw Data
Current Value: XXX%
Daily Average: XX%
X Week: XXX% no change
X Month: XXX% no change
X Months: XXX% +12%
X Year: XXX% no change
1-Year High: XXX% on 2024-12-19
1-Year Low: XX% on 2024-12-22
Most Supportive Themes:
- Meituan's Dominance in Food Delivery: (40%) Posts highlight Meituan's efficient food delivery operations, emphasizing economies of scale, dense demand, and route batching as key strengths in the competitive market.
- Meituan's Role in Instant Retail: (30%) Discussions point to Meituan's involvement in the rapidly growing instant retail sector, where it competes with other major players like Alibaba.
Most Critical Themes:
- Competition from Alibaba and Amap: (30%) Meituan faces direct competition from Alibaba, which is leveraging Amap as a platform to challenge Meituan's market share in instant retail and food delivery.
Market Cap: $undefined
Market Cap 24-Hour Time-Series Raw Data
Current Value: $undefined
Daily Average: $XXXXXXXXXXXXXXX
1-Year High: $XXXXXXXXXXXXXXXXX on 2025-03-10
1-Year Low: $XXXXXXXXXXXXXXX on 2025-02-03
Top Meituan Social Posts
Top posts by engagements in the last XX hours
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"Meituan $3690HK 3Q25 Earnings - Rev $95.5b +2% ➡🟠 - GP $25.2b -XX% 🔴 margin XX% -1291 bps 🔴 - Adj EBITDA -$16b 🔴 margin -XX% -XXX bps 🔴 - EBIT -$19.8b 🔴margin -XX% -3532 bps 🔴 - Net Inc -$18.6b 🔴margin -XX% -3326 bps 🔴 - OCF -$22.1b 🔴margin -XX% -3949 bps 🔴 Revenue by Segment - CLC (Delivery Svcs) $23b -XX% 🔴 - CLC (Commission) $26.4b +1% ➡🟠 - CLC (Online Mktg Svcs) $14.2b +6% 🟡 - NI (Commission) $1.6b +101% 🟢 - NI (Online Mktg Svcs) $0.1b +15% 🟢 - NI (Other Svcs & Sales) $26.3b +13% 🟡 Core Local Commerce - Rev $67.4b -X% 🔴 - EBIT -$14.1b 🔴 margin -XX% -4188 bps 🔴 New"
X Link @EugeneNg 2025-11-30T15:13Z 26K followers, 2972 engagements
"Meituans Dianping is feeling the pressure from Amap $BABA and theyre fighting back. This is the playbook. Dianping (Meituan $3690.HK) is committing 3B RMB over X years to rebuild and upgrade local business information infrastructure in China and globally. The core thesis: the real moat is accurate business information not rankings coupons or subsidies. If a chain shows closed but the independent shop on Dianping has correct hours menus photos and reviews accuracy beats popularity. Thats the habit-forming lock-in. Dianping has spent two decades building an AI + human verification system:"
X Link @investingichina 2025-11-10T09:16Z 5224 followers, 3295 engagements
"driver picking up from multiple restaurants in one run. This is economies of scale at work. Dense demand. Route batching. This is what food delivery is all about. $BABA $9988.HK $3690.HK $JD $9618.HK"
X Link @investingichina 2025-11-09T04:39Z 5224 followers, 11.2K engagements
"New free article is out. $BABA is now using Amap as a key entry point to challenge Meituan $3690.HK in instant retail. Amap is an interesting company it beat the then-dominant Baidu Maps $BIDU from a completely losing position. So the question is: how does this company fight and win Especially relevant for whats happening between Alibaba and Meituan right now"
X Link @investingichina 2025-11-06T06:21Z 5225 followers, 7581 engagements