Meituan Projects Loss of Up to 24.3 Billion Yuan for 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 13 hours ago
0mins
Should l Buy BABA?
Source: Benzinga
- Loss Forecast: Meituan anticipates a net loss of up to 24.3 billion yuan for 2025, a stark reversal from a profit of 35.8 billion yuan last year, highlighting the financial strain from intense price competition.
- Q4 Performance: The company reported a fourth-quarter loss of 15.7 billion yuan, an improvement from the 18.6 billion yuan loss in Q3, indicating efforts to manage losses amid ongoing competitive pressures.
- Regulatory Intervention: China's market regulator convened Meituan, Alibaba, and JD.com to address the overheated competition in the emerging instant commerce sector, which may influence future market strategies.
- Surging Marketing Expenses: Meituan's marketing costs soared to 34.3 billion yuan in Q3, accounting for 36% of revenue, reflecting the high expenditure in competition, despite actual revenue growth of only 2%.
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Analyst Views on BABA
Wall Street analysts forecast BABA stock price to rise
15 Analyst Rating
15 Buy
0 Hold
0 Sell
Strong Buy
Current: 155.730
Low
180.00
Averages
203.09
High
230.00
Current: 155.730
Low
180.00
Averages
203.09
High
230.00
About BABA
Alibaba Group Holding Ltd is an investment holding company mainly engaged in the provision of technology infrastructure and marketing platforms. The Company operates its business through nine segments. The China Commerce Retail segment is engaged in the China commerce retail business. The China Commerce Wholesale segment is mainly engaged in the operation of 1688.com. The Cloud Intelligence segment provides cloud services. The International Commerce Retail segment provides customer management services, sales of goods and logistics services. The International Commerce Wholesale segment is mainly engaged in the operation of Alibaba.com. The Cainiao Represents Logistics Services segment provides fulfilment services. The Local Services segment’s revenue includes platform commissions, logistics services revenue. The Digital Media and Entertainment segment engages in the operation of Youku and Alibaba. The All Others segment is mainly engaged in the Sun Art, Freshippo and other business.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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