POR QUE, APESAR DE TER LUCRO, MEITUAN ESTÁ ENFRENTANDO UMA SITUAÇÃO DE “VOTO COM OS PÉS”?
In the first half of this year, Meituan achieved significant performance growth, with operating revenue increasing by over 30% ano após ano, and net profit turning from a loss to a gain. No entanto, the company expects the growth rate of its food delivery business to slow down in Q3, with specific details yet to be disclosed. Despite the performance growth, Meituan did not disclose key operational data such as the number of transaction users and active merchants. Will these be disclosed in the future? Adicionalmente, the company’s new businesses are still incurring losses. In the secondary market, Meituan’s stock price peaked at the beginning of the year and has since embarked on a prolonged decline, currently down over 40% from its high. Why does the stock price diverge from the performance, and when will it stop falling? Behind the Impressive Revenue, Q3 Food Delivery Growth Is Expected to Slow In the first half of the year, Meituan achieved operating revenue of 126.582...
