The take-away market has a monthly turnover of 40 million, and the three are similar in order of magnitude, but the structure is quite different.
How big is the whole take-away O2O market? QM data shows that from 2065438 to May 2006, the number of APP MAU*** in the take-away field was 40.04 million. Among them, hungry first, MAU is17.46 million, Baidu take-out second, MAU is16.62 million. At the same time, the year-on-year growth rate of Baidu take-out reached an astonishing 53 1.9%, much higher than the hungry and the US group take-out.
In terms of market share, the three companies are basically equal. Tens of millions of monthly jobs are hundreds of thousands, which is not a gap at all. Issuing coupons may "subvert the industry structure", but the follow-up data shows that there is no small difference in the user composition of the three companies.
High-end users tend to be concentrated, and IOS users are basically equivalent to high-end white-collar workers.
There are many dimensions to measure the user's "height", but at least users in first-tier cities are higher than those in small cities with 23,456 lines, and users who use 3K mobile phones are higher than those who use shanzhai mobile phones. QM data shows that Baidu take-out accounts for 79.5% in first-tier cities in terms of the monthly penetration rate of take-out service apps at different city levels; Hungry accounts for the highest proportion in second-tier cities, reaching 79%. These two mutually advantageous cities account for about 60% respectively. Meituan take-out is relatively stable, with a penetration rate of around 60% in first-,second-,third-and fourth-tier cities.