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G Sachs: MEITUAN-W Food Delivery Profit Recovering, May Break Even as Early as 2Q
2026-06-11 12:04:48
The profit recovery outlook for MEITUAN-W (03690.HK)'s food delivery has become more visible, Goldman Sachs said in its report. Its 1Q results showed that its UE further widened vs the second-largest competitor.

The broker forecast the company’s CLC revenue to grow 5% YoY in 2Q, with CLC EBIT expected to whop RMB3.1 billion, both better than its previous estimates.

Goldman Sachs raised its long-term per-order profit forecast for Meituan’s food delivery business to RMB1, and expected the segment to achieve break-even as early as 2Q. It maintained a Buy rating and lifted the TP from HKD112 to HKD116.
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