Meituan remains a Buy as Q1 2026 results confirm Q4 2025 was likely the trough, not a new run-rate. Sequential improvement is clear: CLC and New Initiatives losses narrowed sharply, and food delivery
Meituan: Downgrade To HOLD As Structural Recovery Meets Cyclical Stagnation
Meituan (MPNGY) Q1 2026 Earnings Call Transcript
China's top food-delivery company stayed in the red for the third consecutive quarter.
Brazilian food delivery app iFood, owned by Dutch investment group Prosus , is suing ​rival Keeta, controlled by Chinese group Meituan , for ‌alleged unfair competition in Brazil.
Meituan remains a buy as the business fundamentals outshine the Q4 headline loss, with improved user quality and a strengthening moat. Core Local Commerce faces pressure, but food delivery competition
I have turned positive on Meituan after analyzing its quarterly financial performance and recent regulatory developments in China. Meituan's 4Q2025 company-wide deficit narrowed sequentially, and the

Meituan (MPNGY) Q4 2025 Earnings Call Transcript

04:15pm, Thursday, 26'th Mar 2026
Meituan (MPNGY) Q4 2025 Earnings Call Transcript
The Chinese food-delivery giant continued to bleed from a brutal price war, posting a second straight quarter in the red.
China's food-delivery crackdown isn't just about subsidies. It's about what replaces them when cheap money and discounts disappear.
Meituan remains the dominant Chinese on-demand delivery platform despite a Q3 loss driven by intensified subsidy competition with JD.com and Alibaba. Meituan's fulfillment efficiency and integrated co

Meituan: I Am Bullish Again (Rating Upgrade)

04:27am, Wednesday, 10'th Dec 2025
Meituan is upgraded to bullish as the subsidy war peaks and market share rebounds, signaling a clearer path to margin recovery. Q3 revenue softness was optical, driven by contra-revenue from incentive
Meituan (OTCPK:MPNGY) Q3 2025 Earnings Call November 28, 2025 6:00 AM EST Company Participants Scarlett Xu - VP, Head of Capital Markets & Joint Company Secretary Xing Wang - Co-Founder, Chairman & CE

Meituan Posts First Loss in Nearly Three Years

05:12am, Friday, 28'th Nov 2025
The Chinese shopping-and-delivery platform has been aggressively offering discounts to attract customers, a move seen as necessary to defend its market share against Alibaba's Ele.me and JD.com.
In the most recent quarter, MPNGY's revenue surged by 11.7% y/y. Due to the price war, net income margin plunged to 0.4% from 13.8% in the same period last year. Macroeconomic indicators suggests that
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