Recently, the profit margin of food delivery has become a market focus. According to the global online takeaway industry report published by JP Morgan (&#34;Global Online Takeaway (2024)&#34;), the net profit margin of nine major global food delivery platforms is predicted to be between 1.5% and 3.3% in 2024, with an arithmetic average of 2.2%.
Additionally, according to the JP Morgan report, Meituan's food delivery business is expected to have a net profit margin of only 2.8% in 2024. Combined with previous analysis from Guohai Securities, Meituan's restaurant delivery operating profit margin in Q3 2021 was 3%. (All Weather Technology)

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JP Morgan's report shows that the net profit margin of global food delivery platforms is expected to be between 1.5% and 3.3% in 2024, with an average of 2.2%. Among them, Meituan's net profit margin is expected to be 2.8%. In contrast, Guohai Securities analysis pointed out that Meituan's operating profit margin for food delivery in Q3 2021 was 3%

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摩根大通：美团外卖业务 2024 年预计净利润率仅 2.8%