Meituan Posts First Loss in Three Years

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

Week 02/12/2025

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

Week 02/12/2025

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

The market focus has pivoted from growth at any cost to proven unit profitability.
Market consolidation through mergers and acquisitions is accelerating to acquire shares and eliminate competitors.
Capital investment is overwhelmingly shifting toward robotics and optimized infrastructure to lower last-mile costs.

Partner Spotlight

How Foody (Delivery Hero Cyprus) Slashed Onboarding Time

Remarkably smooth and significantly more efficient.” That’s how Andreas Loannou, Area Manager at Foody, describes his experience with Boolanga’s inventory management solution. 🚀

Success stories like this fuel our commitment to operational excellence. Foody, like many in the fast-growing food delivery market, needed a system that kept pace. Our solution delivers immediate, tangible results through core capabilities:

📱 Mobile Inventory App: Real-time stock & return tracking.

🛵 Rider Onboarding: Riders get their gear smoother than ever.

💡 Smart Demand Planning: Less waste, more savings.

📊 Instant Insights: Clear KPIs for better decisions.

We are dedicated to revolutionizing last-mile operations.

What is your team’s biggest challenge in inventory control right now? 🤔

Ready to see how Boolanga can simplify your gear and asset management?

Contact us

What’s Happening & Why it Matters

Meituan Posts First Loss in Three Years

China’s massive price war has resulted in Meituan incurring an adjusted net loss of $2.3 billion, demonstrating that unsustainable subsidy models inevitably lead to substantial financial losses.

Swiggy Bolt Aces the Quick-Delivery Test with Profitability

Swiggy Bolt’s 10-15 minute service is profitable per order while scaling to 700 cities, demonstrating that profitability is achievable in quick delivery if operations are optimized for volume and low marginal cost.

Uber Buys Its Way Into Turkish Delivery Market with Getir Deal

Uber is reportedly acquiring Getir Food and taking a stake in Trendyol GO, suggesting that market share acquisition through mergers and acquisitions (M&A) will define the next phase of delivery competition.

Picnic Technologies Raises €430M for German Robotics Expansion

The capital is earmarked for German expansion and advanced robotics, confirming that infrastructure and robotics are the new frontier for profitable grocery e-commerce.

The Final Word

The news this week clarifies the new rules of engagement: the era of growth-at-any-cost is officially over, and only businesses built on impeccable operational efficiency and optimized unit economics will survive the current global pressure.