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Price Wars in China’s Food Delivery and Instant Retail
MP3•Episode home
Manage episode 520222688 series 2901691
Content provided by Judy Sipowicz and Fitch Ratings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Judy Sipowicz and Fitch Ratings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
46 episodes
MP3•Episode home
Manage episode 520222688 series 2901691
Content provided by Judy Sipowicz and Fitch Ratings. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Judy Sipowicz and Fitch Ratings or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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
46 episodes
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