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Summary
[Los ingresos del tercer informe trimestral de Meituan de 35,4 mil millones de yuanes, el nuevo negocio de “venta al por menor de comestibles” tiene el crecimiento más rápido]On November 30, Meituan, which had the highest increase of 380% this year, released a three-quarter report. The company’s quarterly revenue increased 28.8 year-over-year. % To 35.4 billion yuan, and the adjusted net profit is about 2.1 billion yuan, a year-on-year increase of 5.8%. The return of the core business to positive growth and the development of new businesses, including “grocery retail”, have become a highlight of this quarter’s financial report. (Shanghai Stock News)
On November 30, Meituan, which had the biggest increase of 380% this year, published three quarterly reports.the companyQuarterly incomeI andIncreased by 28.8% to 35.4 billion yuan, after adjustmentNet profitAbout 2.1 billion yuan, an increase of 5.8% year-on-year. The return of the core business to positive growth and the development of new businesses, including “grocery retail”, have become a highlight of this quarter’s financial report.
Recently aboutThe InternetThe news of the community group “Combination” purchase of the platform has attracted attention, and behind it is the huge “local life service”market“The potential, especially after the epidemic. As one of the first platforms to enter grocery shopping, community group buying and other businesses, Meituan’s high growth in ‘new business’ this quarter also benefited more than this.
Financial report data shows that Meituan’s third-quarter revenue increased 28.8% year-on-year to 35.4 billion yuan.Net profit6.7 billion yuan (including investment in listed entitiesFair valueAmended revenue of 5.8 billion yuan), a year-on-year increase of 364.6%; adjusted netprofitAbout 2.1 billion yuan, an increase of 5.8% year-on-year. The operating profit margin increased from 5.3% in the same period in 2019 to 19.0% this quarter.
In business terms, in the third quarter, Meituan’s take-out service achieved revenue of 20.7 billion yuan, an increase of 32.8% year-on-year; business revenue in stores, hotels and travel increased 4.8% year-on-year to 6.5 billion yuan; new business (referring to financial report “New business and other segments” revenue increased 43.5% year-on-year to 8.2 billion yuan, the business sector with the highest year-on-year revenue growth.
The financial report shows that in the third quarter, Meituan continued to increase its investment in new businesses, especially those areas that have long-term growth potential and can be integrated into the “Platform + Food” strategy. In the new business sector, grocery retail continued to have the highest priority.
According to the financial report, in the grocery retail segment,Platform modeConsumer demand for Meituan’s flash sale in medicines, flowers and other categories has been further highlighted. Single season drug orders have more than doubled from year to year. Almost 100,000 platform pharmacies have entered the platform. Meituan’s “Everything can be home”BrandThe image can be deepened even more.
Meituan Maicai under the autonomous model still maintains steady development By increasing the coverage of its outlets in Beijing, Shanghai, Guangzhou and Shenzhen, quarterly transaction users and transaction volume have achieved rapid growth. The recently launched Meituan Optimal Service, through the development of community leaders to meet the different kinds of consumer needs of users, and Meituan grocery shopping, Kuaimu purchase and other businesses, better play a synergistic value. In the future, optimization will continue to increase inWarehouse、supply chainAnd capacity building for community leaders.
However, in terms of profitability, the new Meituan business is still in the incubation stage. This quarter, the operation of the new Meituan businessLostExpanding from 1.5 billion yuan in the second quarter to 2 billion yuan, the operating profit margin improved by 1.2 percentage points from a negative 25.9% in the second quarter to a negative 24.7% in the third. trimester. New business operating losses increased 68.8% year-on-year, while operating profit margins fell 3.7% year-on-year.
During the same period, thanks to the improvement in the national epidemic situation, the transaction volume of Meituan’s store, hotel and travel business and the marketing demand of merchants have shown a clear recovery trend. The operating profit of this business segment has increased from 2.3 billion yuan in the third quarter of 2019. With an increase of 2.8 billion yuan in the third quarter of 2020, it remains the most profitable of the top three companies in Meituan. Meituan stated in its financial report that, as far as the in-store catering business is concerned, as the company transforms more take-out catering merchants into in-store catering merchants, the relationship between the take-out catering business and the catering business in the storeSynergyFurther strengthened this quarter.
As of September 30, 2020, the number of annual active merchants of Meituan increased to 6.5 million and the number of annual transaction users reached a new record of 480 million. Meituan has 19.7 billion yuan in cash and cash equivalents cash and short termFinancial managementThe investment is 33.7 billion yuan.
At the investors conference after the financial report was released, I was asked about the “AboutPlatform economyDomainAntitrustGuide (requestedopinionDraft) “What is your opinion, Meituan?ExecutivesHe said that in the long term, the bill has a positive meaning for the internet and the technology industry as a whole, and aims to pursue fair competition and encourage innovation.Market environment, And the healthy and sustainable development of the whole ecology.
Meituan CEO Wang Xing said, “Meituan’s achievements over the past ten years have benefited from the continued stimulation of innovation through supervision. From this perspective, we are confident of the healthy development of China’s Internet industry. in the future”. Meituan said: Together with our Internet counterparts, we are actively communicating with regulatory authorities to deepen understanding of policies and implement regulatory requirements. In the future, it will be more compliant and open.attitudeDeepen cooperation with supervision and continue to promote the digital development of the industry, taking into account the interests of all stakeholders of the platform, including users, merchants, passengers and employees.
(Source: Shanghai Securities News)
(Editor in charge: DF520)
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