When Titans Clash Over Food Delivery Competition in China is immensely brutal, way more brutal than what we've seen in the West. Most recently, we've seen JD.com, one of the leading ecommerce players, throwing its hat into the food delivery business, directly clashing heads with Super App Meituan, who is the leading player in the food delivery business right now. And when two titans clash, consumers benefit at their expense. Why should you care about a food delivery war when analyzing a travel company? Because in China, food delivery isn't really about food. It's about capturing your daily att...
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