China Perspectives

Price Wars in China’s Food Delivery and Instant Retail

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Fitch analysts discuss intensifying competition between Meituan and Alibaba in China’s food delivery and instant retail business.

  • (00:22) - Introduction to instant retail in China
  • (01:19) - Competitive landscape and on-going price war
  • (02:54) - Meituan's strategy to defend market leadership
  • (05:18) - Alibaba's challenges and opportunities
  • (07:02) - Meituan's rating outlook change
  • (09:38) - Alibaba's profitability and free cash flow
  • (11:00) - How the price war could end

    • ...more
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