MPNGF News Coverage — Meituan

Meituan: Q2 '26 Beat On Temporary Truce; Structural Headwinds Warrant Staying On The Sidelines

Meituan delivered Q2 2026 revenue and earnings above consensus, with core local commerce operating profit reaching RMB 5.6 bn versus consensus RMB 3.4 bn. We maintain a Hold/neutral rating, citing balanced risk-reward as MT faces domestic competition from BABA and slow international scaling of Keeta. The company trades at 16x forward earnings, a slight discount to peers, reflecting structural headwinds: persistent subsidies, regulatory cost volatility, and uncertain margin durability.

Sep 02, 2026 03:56 AM • seekingalpha.com

Meituan Returns to Profit as Food-Delivery Competition Eases

The results snapped a three-quarter streak of losses for the Chinese shopping-and-delivery platform.

Aug 28, 2026 02:00 AM • wsj.com

Meituan swings to profit in Q2 as price wars subside

Chinese food delivery giant Meituan on Friday swung to profit and exceeded revenue growth estimates ‌as a year of bruising, subsidy-fuelled competition in China's one-hour delivery market showed further signs of easing.

Aug 28, 2026 12:54 AM • reuters.com

Apple veteran's Chinese smart-glasses firm becomes unicorn as Tencent, Meituan fund rival to Meta

The global smart glasses category surged, with Meta controlling nearly 70% of market share. More than half of Even Realities' user base is located in the United States, while approximately 80% of its developer community is U.S.-based.

Jul 06, 2026 02:00 AM • cnbc.com

Smart glasses maker Even Realities hits $1B valuation with $150M funding led by Meituan, Tencent

Meta and Snap rolled out new smart glasses last month, the latest sign that the industry is racing to put a camera and an AI assistant onto users' faces. As the fast-growing market heats up, upstarts like Even Realities are muscling in on the giants.

Jul 06, 2026 01:00 AM • techcrunch.com

Alibaba Reportedly Eyeing A Super-Sized Bid For Pupu Following Meituan's Dingdong Deal

Alibaba is reportedly offering $1.5 billion for regional online grocer Pupu, more than double the $600 million offered by a previous bidder

Jun 15, 2026 04:29 PM • benzinga.com

Meituan: Business Recovery Well Underway, Reiterate Buy

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 economics are moving in the right direction. Q1 demonstrates MPNGF can improve profitability without a sharp revenue rebound, invalidating the bear case of a permanent subsidy war.

Jun 03, 2026 07:31 AM • seekingalpha.com

Meituan: Downgrade To HOLD As Structural Recovery Meets Cyclical Stagnation

Jun 03, 2026 06:05 AM • seekingalpha.com

Meituan (MPNGY) Q1 2026 Earnings Call Transcript

Jun 01, 2026 08:34 AM • seekingalpha.com

Meituan Logs Another Loss Amid Food-Delivery Price War

China's top food-delivery company stayed in the red for the third consecutive quarter.

Jun 01, 2026 01:04 AM • wsj.com

Brazil's iFood sues Meituan-backed Keeta over alleged espionage

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.

May 20, 2026 05:07 AM • reuters.com

Meituan: A Messy Quarter, But Underlying Trends Are Positive

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 is rationalizing, and sequential margin recovery is underway as management pulls back from low-quality orders. MPNGF's upgraded membership program is driving higher user engagement, retention, and ARPU, expanding the high-value member base and reducing churn risk.

Mar 30, 2026 12:48 AM • seekingalpha.com

Meituan: A 'Buy' On Narrowing Losses And Regulatory Tailwinds (Upgrade)

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 firm is guiding for smaller food delivery losses in 1Q26. Chinese regulators are discouraging price wars, which have favorable read-throughs for the company's future profitability.

Mar 27, 2026 06:13 AM • seekingalpha.com

Meituan (MPNGY) Q4 2025 Earnings Call Transcript

Mar 26, 2026 12:15 PM • seekingalpha.com

Meituan Posts Quarterly Loss as Price War Continues

The Chinese food-delivery giant continued to bleed from a brutal price war, posting a second straight quarter in the red.

Mar 26, 2026 01:55 AM • wsj.com

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