Meituan
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 28, 2022 by Kathy Xu · said 10 times in 2 episodes since 2021 · across every show →
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brought up most by Kathy Xu (5), Mike Tian (4), Ted Seides (1)
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2022 6 mentions in 1 episode
Everything said about Meituan, oldest first
Mar 28, 2022
Xu: Consumer subsidies fail to build e-commerce loyalty against supply chain excellence
“You burn so much money used for subsidy to the customer. Do you think the customer is going to be royal to you? Of course not. They will choose whoever is the cheaper, better. So at the end of the day, it's a competition of supply chain, competition of logisti…”