Meet Fresh: The growth rate of the takeout business in July has slowed down compared to June, and it is expected to gradually return to normal in the future.
On August 27th, Meixue Group held a mid-term performance briefing for the year 2025. The impact of the delivery war sparked by the three internet giants Taobao, Meituan, and JD.com this summer on new tea beverage brands has become the focus of investors' attention. Shi Peng, the Global Chief Operating Officer of Meixue Ice City, stated at the meeting that the delivery war has driven up the average sales of domestic stores within the group, and the increase in orders has significantly improved the profitability of the stores. However, it has also had some negative impacts on store service quality, staff experience, and consumer experience. The company has realized that the growth rate of delivery business in July has slowed compared to June, and they expect the delivery business to gradually return to normal in the future.
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