Dingdong Maicai Sells China Business to Meituan

Your Personal Navigator in the Ever-Evolving World of Food Delivery

Week 10/02/2026

The delivery world never stands still. This week, we’ve cut through the noise to bring you the insights that directly impact your operations.

At a Glance: Your 3-Second Summary

• Ocado’s Strategic Lean: The UK tech giant is weighing 1,000 job cuts to protect margins as the grocery automation market cools.
• The $31M Settlement: PedidosYa and Glovo finalize a record-breaking antitrust payment in Chile, signaling a new era of digital market regulation
• Dingdong’s Big Exit: Meituan’s $717M acquisition of Dingdong’s China business marks a massive consolidation in the fresh grocery sector

What’s Happening & Why it Matters

Ocado Braces for Major Restructuring

• British online grocer Ocado is reportedly considering cutting up to 1,000 roles as part of a significant cost-cutting drive to streamline operations.
• Even the pioneers of automation are finding that high-tech infrastructure isn’t enough; operational leanness is now the primary lever for survival in a cooling grocery market.

PedidosYa and Glovo Ink Chile Agreement

• Delivery giants PedidosYa and Glovo have reached a strategic agreement in Chile to optimize their regional footprints.
• We are seeing the end of the “land grab” era as platforms prioritize market density over geographical breadth through strategic asset swaps.

Dingdong Maicai Sells China Business to Meituan

• Dingdong is selling its core China operations to Meituan for $717 million, marking a massive shift in the competitive landscape of Chinese quick-commerce.
• The exit of specialized players into the arms of ecosystem giants proves that integrated “super-apps” have the ultimate advantage in customer acquisition costs.

Dubai SME and talabat Launch “Emirati Chef’s Table Plus”

• Launched at the World Governments Summit, this partnership aims to accelerate the growth of local culinary entrepreneurs through the “talabat Grow” initiative.
• Modern delivery platforms are evolving from simple logistics providers into essential economic incubators, deepening their roots in local regulatory ecosystems.

Roses are Red, Violets are Blue…

Roses are red, violets are blue, but if your gear is too small, your deliveries are through. 🥀

Valentine’s Day is the ultimate stress test for your fleet. Standard delivery bags often lead to crushed petals, tilted chocolate boxes, and the one thing every manager hates: refunds.

At Boolanga, we design for the high-stakes moments. Our TC Bag features a unique expandable gusset that shifts from 30cm to 48cm in seconds. It’s the difference between a rider rejecting a premium flower order and a seamless, five-star delivery.

Don’t let poor gear break hearts (or your margins) this year.

The Final Word

Market dominance is no longer won through subsidies, but through the professional resilience of the fleet that carries your brand.