Meituan's Delayed Expansion of Keeta in Brazil Could Benefit Competitors -- Market Talk

Dow Jones

Mar 10

0933 GMT - The delayed expansion and layoffs at Meituan's international-facing brand in Rio de Janeiro aren't surprising and may benefit Didi and iFood, Citi analysts say in a note. The delay, which Keeta attributes to strong competitor exclusivity, could ease pressure on Didi's 2026 international Ebitda loss assumptions. Meanwhile, Keeta's food-delivery operations in Gulf countries remain resilient, with daily active users ticking higher. Citi says this could mean higher order volumes and gross merchandise value as consumers stay home amid conflict in the region. However, rider compensation and operational costs will likely rise due to heightened safety concerns, potentially leading to greater losses. Citi maintains a neutral rating and high-risk designation on Meituan, with the target price unchanged at HK$94.00. Shares closed at HK$79.10. (jason.chau@wsj.com)

(END) Dow Jones Newswires

March 10, 2026 05:33 ET (09:33 GMT)

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The delay, which Keeta attributes to strong competitor exclusivity, could ease pressure on Didi's 2026 international Ebitda loss assumptions. Meanwhile, Keeta's food-delivery operations in Gulf countries remain resilient, with daily active users ticking higher. Citi says this could mean higher order volumes and gross merchandise value as consumers stay home amid conflict in the region. However, rider compensation and operational costs will likely rise due to heightened safety concerns, potentially leading to greater losses. Citi maintains a neutral rating and high-risk designation on Meituan, with the target price unchanged at HK$94.00. Shares closed at HK$79.10. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2026 05:33 ET (09:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan's Delayed Expansion of Keeta in Brazil Could Benefit Competitors -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan's Delayed Expansion of Keeta in Brazil Could Benefit Competitors -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-10 17:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0933 GMT - The delayed expansion and layoffs at Meituan's international-facing brand in Rio de Janeiro aren't surprising and may benefit Didi and iFood, Citi analysts say in a note. The delay, which Keeta attributes to strong competitor exclusivity, could ease pressure on Didi's 2026 international Ebitda loss assumptions. Meanwhile, Keeta's food-delivery operations in Gulf countries remain resilient, with daily active users ticking higher. Citi says this could mean higher order volumes and gross merchandise value as consumers stay home amid conflict in the region. However, rider compensation and operational costs will likely rise due to heightened safety concerns, potentially leading to greater losses. Citi maintains a neutral rating and high-risk designation on Meituan, with the target price unchanged at HK$94.00. Shares closed at HK$79.10. (jason.chau@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 10, 2026 05:33 ET (09:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0456846285.SGD","symbol_name":"JPMorgan Funds - Greater China A (acc) SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2618935645","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2618935645","pubTimestamp":1773135180,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0933 GMT - The delayed expansion and layoffs at Meituan's international-facing brand in Rio de Janeiro aren't surprising and may benefit Didi and iFood, Citi analysts say in a note. The delay, which Keeta attributes to strong competitor exclusivity, could ease pressure on Didi's 2026 international Ebitda loss assumptions. Meanwhile, Keeta's food-delivery operations in Gulf countries remain resilient, with daily active users ticking higher. Citi says this could mean higher order volumes and gross merchandise value as consumers stay home amid conflict in the region. However, rider compensation and operational costs will likely rise due to heightened safety concerns, potentially leading to greater losses. Citi maintains a neutral rating and high-risk designation on Meituan, with the target price unchanged at HK$94.00. Shares closed at HK$79.10. 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The delay, which Keeta attributes to strong competitor exclusivity, could ease pressure on Didi's 2026 international Ebitda loss assumptions. Meanwhile, Keeta's food-delivery operations in Gulf countries remain resilient, with daily active users ticking higher. Citi says this could mean higher order volumes and gross merchandise value as consumers stay home amid conflict in the region. However, rider compensation and operational costs will likely rise due to heightened safety concerns, potentially leading to greater losses. Citi maintains a neutral rating and high-risk designation on Meituan, with the target price unchanged at HK$94.00. Shares closed at HK$79.10. (jason.chau@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 10, 2026 05:33 ET (09:33 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}