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On August 27, Meixue Group held a mid-term performance briefing for the year 2025. This summer, the food delivery war sparked by the three internet giants Taobao, Meituan, and JD.com has become the focus of investors' attention on new tea beverage brands. Shen Peng, Chief Operating Officer of Meixue Bingcheng, stated at the meeting that the food delivery war has boosted the average sales of domestic stores in the group and significantly increased incremental orders, improving the profitability of the stores. However, it has also had some negative impacts on store service quality, staff experience, and consumer experience. The company has realized that the growth rate of food delivery business in July has slowed compared to June, and it is expected that the food delivery business will gradually return to normal in the future. (Interface News reporter Lu Yibei)
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