摩根大通：2025年全球在线外卖-从波动到稳定报告（英文版）

As we publish the 7th edition of our Global Online Takeaway report, theoutlook for the space appears brighterthan ever.Afer arather tough 2022/23(drivenby a weak eonsumer, lack ofprofitabilitypairedwithleverageeonee mns forsome names), the fundamentals of the Food Delivery industry have materiallyimproved: Manegement teams moved away from costy (and less predietable)init ia tives sueh as vouchers and marketing to boost market share and geographicalexpansion now towards a rigid foeus baek to besi