A Deck: Meituan-Dianping’s Expasion

Hans Tung
Hans Tung
Apr 24, 2018 · 3 min read

By Hans Tung and Zara Zhang

Meituan-Dianping is a $30 billion Chinese company that wants to be the “Amazon for services”. In this deck, we show that providing a multitude of services as a “super app” allows Meituan to generate significant revenues from merchants and avoid using capital-intensive subsidies to lower prices for consumers — a sound business model that will be hard to beat. For more on Meituan, read our article Why Meituan-Dianping’s Expansion Makes Sense.

For more on Meituan-Dianping, listen to Zhang Tao, founder of Dianping, discuss its mega-merger with Meituan in 2015 on the 996 Podcast hosted by Hans and Zara, available on iTunes, Overcast, SoundCloud, and wherever else you listen to podcasts.

We also write a weekly email newsletter on tech in China. Subscribe at 996.ggvc.com.

Note: Hans is an early investor in Dianping, which merged with Meituan in 2015. Didi Chuxing, Airbnb, and Ctrip are GGV portfolio companies.

Hans Tung

Written by

Hans Tung

Global VC. GP@GGV. Lived in 10 cities. Travel b/w SF/China. Proud #Stanford alum & #Lakers fan. Served on BOD of Xiaomi, eHi, Fanli, Wish, Curse, RED, Misfit

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