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![EugeneNg_VCap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::915576521129041920.png) Eugene Ng [@EugeneNg_VCap](/creator/twitter/EugeneNg_VCap) on x 24.5K followers
Created: 2025-06-23 04:00:05 UTC

A powerful chart from Prosus Capital Markets Day 2019, showcasing how the average US customer retention rate typically evolves.

Reflecting on Meituan, high-frequency on-demand food delivery has been a cornerstone of its super-app value proposition. Food delivery drives higher user engagement and usage, enabling it to cross-sell other services and increase customer lifetime value (LTV).

That also explains why JD's Liu recently stated that entering the food delivery market for meal orders was aimed at leveraging its supply chain and targeting the fresh produce supply chain. Because ~40% of JD's customers cross-shop, losing money on food delivery (subsidies) is still cheaper (lower CAC) than buying traffic from Douyin or Tencent.

![](https://pbs.twimg.com/media/GuGVycwagAE4h0R.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1936997664949932319/c:line.svg)

**Related Topics**
[meituan](/topic/meituan)
[mergers and acquisitions](/topic/mergers-and-acquisitions)
[$prxas](/topic/$prxas)

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