Source of this article: Internet fashion circle
Recently, Trustdata, a third-party Internet big data monitoring agency, released the "2018 Q1 China Mobile Internet Industry Development Analysis Report", which took stock of the development of the mobile Internet industry in the first quarter. The report shows that the pattern of the Internet food delivery industry is further clarified, and the leading edge of Meituan Food Delivery continues to expand. On the user side, the number of daily active users of Meituan’s independent APP is more than that of Ele.me and Baidu’s combined. On the merchant side, Meituan’s takeaway merchant version has nearly 1.2 million DAUs, widening the gap with the competition with multiple advantages.
The report shows that in the first quarter of 2018, Meituan's independent APP users continued to lead the competition such as Ele.me and Baidu Takeaway. As of the end of March, the DAU (number of daily active users) of Meituan Waimai reached 5.747 million, the DAU of Ele.me was 4.569 million, and the DAU of Baidu Waimai was 547,000. The number of daily active users of Meituan Waimai has exceeded the sum of Ele.me and Baidu Waimai. .
It is worth noting that the report data only calculates the traffic from the independent APP of Meituan Waimai, and does not include other ingress traffic of Meituan Waimai. As a typical multi-entry platform, Meituan Takeaway also has a large amount of traffic from Meituan APP, Dianping APP, WeChat wallet life service, WeChat applet and mobile QQ, etc. The traffic of Meituan Takeaway's independent APP accounts for about US About one-third of the overall traffic of the group food delivery business, it is estimated that the overall active user scale of Meituan Food Delivery is even more considerable.
At the merchant level, in addition to the impact of fluctuations during the Spring Festival, the DAUs of merchants in the food delivery industry continued to grow overall in the first quarter. In March 2018, the DAU of the merchant version of Meituan Takeaway was 1.193 million, the DAU of the merchant version of Ele.me was 551,000, and the DAU of the merchant version of Baidu Waimai was 72,000. The DAU data of Meituan Takeaway Merchant Edition is nearly twice that of Ele.me and Baidu Takeaway combined, opening the gap with Ele.me and Baidu Takeaway with a multiple advantage.
Since the food delivery platform is a complex business involving multiple parties such as users, merchants, and riders, there are correspondingly different terminal versions: user version, merchant version, and rider version. Among them, the user version often has multiple traffic portals, such as WeChat portals. The merchant version, on the other hand, is "multiple-to-one", operating and receiving orders in one APP, so the merchant-side APP can better prove the competition in the takeaway market. The leading advantage of active merchants of Meituan Takeaway can correspondingly demonstrate its true position in the market structure. Previously, the "Annual Report on China's Sharing Economy Development (2018)" released by the State Information Center showed that Meituan Takeaway ranked first in the industry with a domestic market share of 62%.
Industry analysts believe that the food delivery industry has undergone several important changes recently. In August 2017, Ele.me acquired Baidu Takeout, and Alibaba acquired Ele.me in March this year. The “three-legged confrontation” pattern no longer exists. The real situation on the user side is relatively stable. After multiple rounds of user experience upgrades and competitions, the group of takeaway users has become very mature, forming a fixed choice for the daily use of takeaway platforms, and the industry structure has also stabilized. Meituan Takeaway is a leader. pattern has been formed.
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