# Meituan Meituan warns of a potential $3.5 billion loss due to an intense food delivery price war, with losses expected to continue into early [----]. This comes amid significant competition from players like Alibaba and Douyin. ### About Meituan Meituan is a Chinese technology company specializing in on-demand delivery and local services. ### Engagements: [-------] (24h)  [Engagements 24-Hour Time-Series Raw Data](/topic/meituan/time-series/interactions.tsv) Current Value: [-------] Daily Average: [-------] [--] Week: [-------] +2.80% [--] Month: [---------] -57% [--] Months: [----------] +117% [--] Year: [----------] +433% 1-Year High: [---------] on 2025-10-30 1-Year Low: [-----] on 2025-03-01 Engagements by network (24h): Reddit: [---] News: [---] Instagram: [---] YouTube: [------] X: [------] TikTok: [------] ### Mentions: [---] (24h)  [Mentions 24-Hour Time-Series Raw Data](/topic/meituan/time-series/posts_active.tsv) Current Value: [---] Daily Average: [---] [--] Week: [-----] +4.60% [--] Month: [-----] +53% [--] Months: [-----] +67% [--] Year: [------] +126% 1-Year High: [---] on 2025-09-17 1-Year Low: [---] on 2025-03-04 Mentions by network (24h): Reddit: [--] News: [--] Instagram: [--] YouTube: [--] X: [---] TikTok: [---] ### Creators: [---] (24h)  [Creators 24-Hour Time-Series Raw Data](/topic/meituan/time-series/contributors_active.tsv) [---] unique social accounts have posts mentioning Meituan in the last [--] hours which is down 26% from [---] in the previous [--] hours Daily Average: [---] [--] Week: [---] +1.50% [--] Month: [-----] +35% [--] Months: [-----] +66% [--] Year: [-----] +122% 1-Year High: [---] on 2025-09-17 1-Year Low: [---] on 2025-03-04 The most influential creators that mention Meituan in the last [--] hours | Creator | Rank | Followers | Posts | Engagements | | ------- | ---- | --------- | ----- | ----------- | | [@poezhao0605](/creator/twitter/poezhao0605) | [--] | [-----] | [--] | [-----] | | [@teortaxesTex](/creator/twitter/teortaxesTex) | [--] | [------] | [--] | [-----] | | [@zephyr_z9](/creator/twitter/zephyr_z9) | [--] | [-------] | [--] | [-----] | | [@AKL_019](/creator/twitter/AKL_019) | [--] | [---] | [--] | [-----] | | [@the_zack_zhu](/creator/twitter/the_zack_zhu) | [--] | [-----] | [--] | [-----] | | [@pandawatch88](/creator/twitter/pandawatch88) | [--] | [-----] | [--] | [-----] | | [@yinghetonggai](/creator/tiktok/yinghetonggai) | [--] | [------] | [--] | [-----] | | [@EquityBrian](/creator/twitter/EquityBrian) | [--] | [------] | [--] | [---] | | [@feixiangbydaffy](/creator/twitter/feixiangbydaffy) | [--] | [---] | [--] | [---] | | [@chinafooddeliverydriver](/creator/tiktok/chinafooddeliverydriver) | [--] | [-----] | [--] | [---] | [View More](/list/creators/meituan/100) ### Sentiment: 84%  [Sentiment 24-Hour Time-Series Raw Data](/topic/meituan/time-series/sentiment.tsv) Current Value: 84% Daily Average: 81% [--] Week: 41% -50% [--] Month: 81% -2% [--] Months: 81% +5% [--] Year: 81% -3% 1-Year High: 98% on 2025-03-06 1-Year Low: 19% on 2025-05-31 Most Supportive Themes: - AI and Technology Advancements: (40%) Meituan's development and release of advanced AI models like LongCat and its applications. - Global Expansion and Market Entry: (30%) Meituan's strategic move into the Brazilian market with its delivery service, Keeta. - Operational Efficiency and Innovation: (20%) The company's innovative approaches to logistics, including drone and autonomous vehicle delivery. Most Critical Themes: - Competition and Market Challenges: (70%) Meituan faces intense competition in existing and new markets, with local players like iFood in Brazil posing a significant challenge. - Financial Strategy and Market Perception: (30%) Meituan's bond sales and financial maneuvers are being closely watched amid competitive pressures. ### Top Meituan News Top news links shared on social in the last [--] hours *Showing a maximum of [--] news posts without a LunarCrush subscription.* "Chinas Meituan warns of US$3.5 billion loss amid intense food delivery price war South China Morning Post Food delivery giant expects losses to continue into at least the first quarter of [----] due to ongoing competition" [News Link](https://www.scmp.com/tech/article/3343538/chinas-meituan-warns-us35-billion-loss-amid-intense-food-delivery-price-war) [@SCMPNews](/creator/x/SCMPNews) 2026-02-13T14:41Z 968.8K followers, [----] engagements ### Top Meituan Social Posts Top posts by engagements in the last [--] hours *Showing a maximum of [--] top social posts without a LunarCrush subscription.* "Chinas food delivery battle is taking a toll. Meituan forecasts a loss of up to $3.5 billion after a year of heavy subsidies to fend off Alibaba and as regulators step up scrutiny of below-cost pricing. https://www.caixinglobal.com/2026-02-14/meituan-warns-of-loss-as-high-as-35-billion-amid-subsidy-war-102414811.htmlrkey=4jojc%2BU9Dvsngy8ZDEibRfFL%2FE7ci4pKjYD%2FYYFUvuoLoQH1ref6XA%3D%3D&cxg=web&Sfrom=twitter http://JD.com" [X Link](https://x.com/caixin/status/2022634966006513779) [@caixin](/creator/x/caixin) 2026-02-14T11:32Z 89.2K followers, [---] engagements "It's really not fun at all Meituan used to fight the companies similiar to it's size. Now it's fighting two companies much larger then itself at the same time. ( Taobao & Douyin) Plus the only rather easy international market still in early stage can't really move a needle. ( Alibaba used to only used ele. me to fight now is using Taobao.) https://twitter.com/i/web/status/2022573796603928615 https://twitter.com/i/web/status/2022573796603928615" [X Link](https://x.com/the_zack_zhu/status/2022573796603928615) [@the_zack_zhu](/creator/x/the_zack_zhu) 2026-02-14T07:29Z [----] followers, [---] engagements "One detail in Meituans loss warning deserves more attention. The company attributed its [----] loss to two factors. One is the swing in core local business profitability. The other is further increased investment in overseas operations. This is worth watching. Meituan is fighting a two-front war at home. Core local services are bleeding. Food delivery is under siege from Alibaba. And now the company is also spending aggressively on international expansion. The strategic logic is understandable. If the domestic market becomes a war of attrition you need growth elsewhere. But overseas expansion" [X Link](https://x.com/poezhao0605/status/2022571645882568849) [@poezhao0605](/creator/x/poezhao0605) 2026-02-14T07:20Z [----] followers, [----] engagements "@valueplayer8 [--]. My feeling is $JD will keep going after Meituan even if $BABA stops. Maybe Meituan will need to pull out of the non-perishable goods segment completely or lease their infrastructure to complimentary e-com players like $JD $PDD and ByteDance. There is some uncertainty here" [X Link](https://x.com/AKL_019/status/2022548227791425642) [@AKL_019](/creator/x/AKL_019) 2026-02-14T05:47Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
Meituan warns of a potential $3.5 billion loss due to an intense food delivery price war, with losses expected to continue into early [----]. This comes amid significant competition from players like Alibaba and Douyin.
Meituan is a Chinese technology company specializing in on-demand delivery and local services.
Engagements 24-Hour Time-Series Raw Data
Current Value: [-------]
Daily Average: [-------]
[--] Week: [-------] +2.80%
[--] Month: [---------] -57%
[--] Months: [----------] +117%
[--] Year: [----------] +433%
1-Year High: [---------] on 2025-10-30
1-Year Low: [-----] on 2025-03-01
Engagements by network (24h): Reddit: [---] News: [---] Instagram: [---] YouTube: [------] X: [------] TikTok: [------]
Mentions 24-Hour Time-Series Raw Data
Current Value: [---]
Daily Average: [---]
[--] Week: [-----] +4.60%
[--] Month: [-----] +53%
[--] Months: [-----] +67%
[--] Year: [------] +126%
1-Year High: [---] on 2025-09-17
1-Year Low: [---] on 2025-03-04
Mentions by network (24h): Reddit: [--] News: [--] Instagram: [--] YouTube: [--] X: [---] TikTok: [---]
Creators 24-Hour Time-Series Raw Data
[---] unique social accounts have posts mentioning Meituan in the last [--] hours which is down 26% from [---] in the previous [--] hours
Daily Average: [---]
[--] Week: [---] +1.50%
[--] Month: [-----] +35%
[--] Months: [-----] +66%
[--] Year: [-----] +122%
1-Year High: [---] on 2025-09-17
1-Year Low: [---] on 2025-03-04
The most influential creators that mention Meituan in the last [--] hours
| Creator | Rank | Followers | Posts | Engagements |
|---|---|---|---|---|
| @poezhao0605 | [--] | [-----] | [--] | [-----] |
| @teortaxesTex | [--] | [------] | [--] | [-----] |
| @zephyr_z9 | [--] | [-------] | [--] | [-----] |
| @AKL_019 | [--] | [---] | [--] | [-----] |
| @the_zack_zhu | [--] | [-----] | [--] | [-----] |
| @pandawatch88 | [--] | [-----] | [--] | [-----] |
| @yinghetonggai | [--] | [------] | [--] | [-----] |
| @EquityBrian | [--] | [------] | [--] | [---] |
| @feixiangbydaffy | [--] | [---] | [--] | [---] |
| @chinafooddeliverydriver | [--] | [-----] | [--] | [---] |
Sentiment 24-Hour Time-Series Raw Data
Current Value: 84%
Daily Average: 81%
[--] Week: 41% -50%
[--] Month: 81% -2%
[--] Months: 81% +5%
[--] Year: 81% -3%
1-Year High: 98% on 2025-03-06
1-Year Low: 19% on 2025-05-31
Most Supportive Themes:
Most Critical Themes:
Top news links shared on social in the last [--] hours
Showing a maximum of [--] news posts without a LunarCrush subscription.
"Chinas Meituan warns of US$3.5 billion loss amid intense food delivery price war South China Morning Post Food delivery giant expects losses to continue into at least the first quarter of [----] due to ongoing competition"
News Link @SCMPNews 2026-02-13T14:41Z 968.8K followers, [----] engagements
Top posts by engagements in the last [--] hours
Showing a maximum of [--] top social posts without a LunarCrush subscription.
"Chinas food delivery battle is taking a toll. Meituan forecasts a loss of up to $3.5 billion after a year of heavy subsidies to fend off Alibaba and as regulators step up scrutiny of below-cost pricing. https://www.caixinglobal.com/2026-02-14/meituan-warns-of-loss-as-high-as-35-billion-amid-subsidy-war-102414811.htmlrkey=4jojc%2BU9Dvsngy8ZDEibRfFL%2FE7ci4pKjYD%2FYYFUvuoLoQH1ref6XA%3D%3D&cxg=web&Sfrom=twitter http://JD.com"
X Link @caixin 2026-02-14T11:32Z 89.2K followers, [---] engagements
"It's really not fun at all Meituan used to fight the companies similiar to it's size. Now it's fighting two companies much larger then itself at the same time. ( Taobao & Douyin) Plus the only rather easy international market still in early stage can't really move a needle. ( Alibaba used to only used ele. me to fight now is using Taobao.) https://twitter.com/i/web/status/2022573796603928615 https://twitter.com/i/web/status/2022573796603928615"
X Link @the_zack_zhu 2026-02-14T07:29Z [----] followers, [---] engagements
"One detail in Meituans loss warning deserves more attention. The company attributed its [----] loss to two factors. One is the swing in core local business profitability. The other is further increased investment in overseas operations. This is worth watching. Meituan is fighting a two-front war at home. Core local services are bleeding. Food delivery is under siege from Alibaba. And now the company is also spending aggressively on international expansion. The strategic logic is understandable. If the domestic market becomes a war of attrition you need growth elsewhere. But overseas expansion"
X Link @poezhao0605 2026-02-14T07:20Z [----] followers, [----] engagements
"@valueplayer8 [--]. My feeling is $JD will keep going after Meituan even if $BABA stops. Maybe Meituan will need to pull out of the non-perishable goods segment completely or lease their infrastructure to complimentary e-com players like $JD $PDD and ByteDance. There is some uncertainty here"
X Link @AKL_019 2026-02-14T05:47Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
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