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Macro Finance

Meituan’s 500% Estimate Surge May Revive China Delivery Stocks

Bloomberg Markets·September 2, 2026·1 min read

China's food-delivery price war is fading faster than expected, lifting sector stocks. Meituan's earnings estimates surged 500%, potentially reviving delivery shares. The reduced competitive pressure removes a major drag on the industry, signaling improved profitability ahead for major players like Meituan.

Read at Bloomberg Markets
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