美团Keeta里约扩张遇阻：一半餐厅被签独家协议

蓝洞新消费02-27

据Finimize报道，美团在近期暂停了其Keeta外卖应用程序在里约热内卢的上线计划，原因是发现与当地签订独家协议的餐厅数量远超预期。Keeta的本地团队表示已做好上线准备，但上线前的调查显示，里约热内卢约有一半的餐厅签订了独家合作协议，而Keeta此前预计的比例仅为8%至10%。这一点至关重要，因为外卖平台需要丰富的餐厅选择才能吸引顾客，从而保证送餐员的订单量。美团在圣保罗州设有基地——...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227095006a4cd9e9e&s=b><strong>蓝洞新消费</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据Finimize报道，美团在近期暂停了其Keeta外卖应用程序在里约热内卢的上线计划，原因是发现与当地签订独家协议的餐厅数量远超预期。Keeta的本地团队表示已做好上线准备，但上线前的调查显示，里约热内卢约有一半的餐厅签订了独家合作协议，而Keeta此前预计的比例仅为8%至10%。这一点至关重要，因为外卖平台需要丰富的餐厅选择才能吸引顾客，从而保证送餐员的订单量。美团在圣保罗州设有基地——...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227095006a4cd9e9e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0164872284.USD","symbol_name":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) 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的暂停，以及没有新的里约热内卢上线时间表，凸显出城市扩张与运营一样，都需要谈判。如果排他性在里约热内卢这样的大都市如此普遍，美团或许需要放慢扩张速度，或者拿出更有力的策略来说服餐厅转换平台。虽然在巴西拓展受限，但Keeta在其他国家也有好消息。先来看卡塔尔。美国食品配送巨头DoorDash昨天证实，该公司将关闭在卡塔尔、日本、新加坡和乌兹别克斯坦的业务，并重新调整其国际扩张战略，专注于能够建立长期规模的市场。DoorDash退出卡塔尔市场正值海湾地区快速增长的在线食品配送行业竞争异常激烈之际。卡塔尔市场由包括Talabat在内的区域性企业主导，Talabat隶属于总部位于德国的Delivery Hero公司，已在卡塔尔运营近十年。英国外卖平台 Deliveroo 于 2022 年进入卡塔尔市场，但难以撼动当地老牌竞争对手的地位。Deliveroo 于去年被 DoorDash 收购。2025年8月19日，Keeta正式在卡塔尔首都多哈上线。卡塔尔成为Keeta在中东的第二站。卡塔尔作为世界上人均GDP最高的经济体之一，其外卖市场具有巨大的增长潜力。卡塔尔竞争对手减少一位，Keeta的竞争压力就相应减少。再来看沙特市场发展情况。根据公告，Keeta 在沙特阿拉伯的 23 个城市开展业务，并在 2025 年继续扩大其全国业务版图，拥有超过 50,000 家餐厅合作伙伴和超过 38,000 名骑手，去年下单超过1.5亿份，平均配送时间30分钟。自成立以来，Keeta 的送货员已累计在沙特阿拉伯王国的各个地区行驶了 1,049,146,479 公里。（蓝洞新消费编译）蓝洞新消费声明：我们致力于分享海外科技公司动态与中国出海公司发展，仅提供更多信息参考，相关内容均不代表自身观点和立场。欢迎关注蓝洞新消费。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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