People's Daily website comments on the "food delivery war": who will win, and how will they win?
Recently, discussions about the "food delivery war" have been endless. Among them, there is a view that believes that everyone benefits from "rolling up" - platforms gain customers, businesses get orders, delivery drivers earn money, and consumers get discounts, so why not do it? However, in reality, although it may seem beneficial for all parties involved, there are actually few winners.
The essence of the "food delivery war" is a "rolling inwards" game characterized by "burning money for market share" driven by capital. Instead of competing on technology and innovation, companies are using a crude logic of "lowest price wins" to snatch market share and capture user attention. The prosperity that comes from this is only a short-term illusion, and in the long run, it is not sustainable and can easily backfire.
When prices no longer reflect value, the outcome of the "food delivery war" ultimately leads to the shrinking of the entire industry ecosystem. The so-called "benefits" that seem immediate will eventually be taken back by the future market twofold.
Today, consumption has become the "main engine" driving economic growth. The more intense the competition becomes, the more wasteful and less efficient it becomes. The "internal rolling" competition may stimulate consumption in the short term, but in reality, through low-price strategies, excessive competition, and market manipulation, it distorts price signals, cannot optimize resource allocation, and inevitably affects expanding consumption and boosting demand.
Technological innovation, management optimization, and efficiency improvement are the only way for companies to grow and flourish. Engaging in "internal rolling" under the guise of competition not only harms others but also oneself. It is more meaningful to focus on market trends, user demands, and industry dynamics, to build core competitiveness and product differentiation, rather than manipulating a few coupons or cutting prices.
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