The new Rednote? Meituan launches lifestyle and food app Yami.
Your Personal Navigator in the Ever-Evolving World of Food Delivery
Week 3/2/2024
🍕 Food Delivery
Deliveroo Announces Major Changes in Shareholder Voting Rights (Tipranks).
The new Rednote? Meituan launches lifestyle and food app Yami. The app’s slogan is “Let’s find great restaurants together”, emphasising Meituan’s ambition to build a foodie community (Daoinsights).
Rappi and its analysis of 2024: towards profitability and sustainable expansion. Rappi’s focus in 2024 was clear: to become sustainable in an environment where the capital market has become more difficult and startups are required to be more profitable (America-Retail).
Chase and DoorDash Introduce New Grocery Benefit, Expand Partnership. Chase and DoorDash continue to enhance their partnership. They introduced a new grocery benefit for Chase Sapphire and other consumer Chase cardholders, and Chase continues to offer the DashPass benefit to eligible cardmembers (Upgraded Points).
Tiktoker decided to work 24 hours at Rappi: these were his earnings. The influencer, known as Cristian González, revealed that what he received in most of the orders did not reach 3 thousand pesos and that, at some point, he was still for up to three hours waiting for a new order (Infobae).
Baemin, Coupang Eats compete in nationwide delivery app subscription war. The battle for delivery app subscriptions is spreading nationwide. The delivery app market leader Baedal Minjok (hereafter Baemin) will expand its subscription service, which had been focused on Seoul and the metropolitan area, to the entire country starting on the 4th (Chosun Biz).
Can Black Plastic Containers Used For Food Delivery Cause Cancer? The discussion gained momentum after a viral Instagram video, in which an influencer warned against using or reusing black plastic containers for food storage or microwaving (NDTV).
Customer calls out restaurant for displaying AI generated images on food delivery app. A netizen recently took to social media to express frustration over restaurants using AI-generated images on food delivery apps instead of real photos of their dishes (The Sun).
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Rappi and its analysis of 2024: towards profitability and sustainable expansion.
⚡Q-Commerce
Blinkit Blitz: Zomato shares tank 30% from peak. Is it overloading the delivery menu? Zomato’s stock has dropped 30% from its peak in early 2025, leading to concerns about its growth trajectory (economic times).
Zomato Launches Zomato Quick. The service allows users to get food delivered to their doorsteps in approximately 15 minutes (the kashmir monitor).
Zepto shifts HQ to India as local listings gain appealю Quick-commerce startup Zepto has moved its domicile to India from Singapore, joining a growing number of Indian startups that have moved their headquarters home ahead of an IPO in the country (Techcrunch).
Zepto Unveils 10-Minute Instant Exchange And Return Service. “Now, return/exchange your Zepto orders in just 10 minutes,” the company said in a LinkedIn post (inc42).
🍏 Grocery Delivery
Instacart Delivers Its First-Ever Super Bowl Ad, with Help from a Few Iconic MVPs (PRNewswire).
Instacart’s newest gig worker job: taking pictures of store shelves. Instacart is offering its independent contractors a new type of work: Checking shelves on behalf of the companies that supply stores (Business Insider).
🛸 Delivery Tech
Meituan Drone Delivers 200K+ Orders in Total in 2024, Up ~100% YoY. Meituan Drone announced its latest operating data, with more than 200,000 orders completed in 2024, a YoY growth of nearly 100%, and over 80,000 new users (AAStocks).
Dubai reveals future locations for drone delivery services. Dubai revealed future locations for drone services across the emirate, as the country seeks to harness future technologies to reduce traffic congestion and increase convenience for residents (Khaleej Times).
Just Eat Takeaway.com confirms that it will proceed with its intention to cease operations in France following a consultation period which was first announced in July 2024 and recently completed
Estonian ride-hailing and food delivery startup Bolt said on Thursday it had hit 2 billion euros ($2.11 billion) in annual revenue, as the European rival of U.S.-based Uber opens new tab grows its global presence and prepares to go public