Now is an attractive entry poi

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Now is an attractive entry point for long-term investors.

Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure.

Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery.

While margins may remain pressured short-term due to subsidies, I expect profitability and multiples to rebound as competition normalizes by FY26.

# Alibaba: A Hold Till $150 or Take Profit After Super Boost?

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Astrid Stephen
·09-03
Short - term pain, long - term gain. Attractive entry indeed.
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Athena Spenser
·09-03
Competition builds moat. Meituan's future looks bright! Buy now!
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Porter Harry
·09-02
Wait for the dip, and buy buy buy.
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DIAMOND009
·09-02
Great analysis
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Escalating competition in China's food delivery is expanding the market, validating Meituan's moat, and strengthening its user base despite near-term margin pressure. Emerging segments like Instashopping and in-store services are scaling rapidly, diversifying Meituan's business and deepening consumer trust beyond food delivery. 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Attractive entry indeed.","text":"Short - term pain, long - term gain. Attractive entry indeed.","html":"Short - term pain, long - term gain. Attractive entry indeed.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":474397565378688,"commentId":"474397565378688","gmtCreate":1756831936027,"gmtModify":1756832369327,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Competition builds moat. Meituan's future looks bright! Buy now!","text":"Competition builds moat. Meituan's future looks bright! Buy now!","html":"Competition builds moat. Meituan's future looks bright! Buy now!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":474160126341312,"commentId":"474160126341312","gmtCreate":1756783773845,"gmtModify":1756783778931,"authorId":10000000000010956,"author":{"id":10000000000010956,"idStr":"10000000000010955","authorId":10000000000010956,"name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Wait for the dip, and buy buy buy.","text":"Wait for the dip, and buy buy buy.","html":"Wait for the dip, and buy buy buy.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":474106256122560,"commentId":"474106256122560","gmtCreate":1756784291284,"gmtModify":1756807766936,"authorId":3479274771474525,"author":{"id":3479274771474525,"idStr":"3479274771474525","authorId":3479274771474525,"name":"DIAMOND009","avatar":"https://static.tigerbbs.com/69a18ba0ea278b1e269b1fbd81a27a12","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":473875685819064,"objectIdStr":"473875685819064","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great analysis","text":"Great analysis","html":"Great analysis","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}