Meituan: Business Recovery Well Underway, Reiterate Buy
Meituan's Q1 2026 results indicate a recovery from previous lows, reinforcing its Buy rating. The company has shown sequential improvement, particularly in its CLC and New Initiatives segments, while food delivery economics are also improving. Valuation remains appealing, suggesting potential for further upside if profitability continues to enhance.
- ▪Meituan's Q1 2026 results confirm that Q4 2025 was likely the trough for the company.
- ▪Sequential improvements were noted, with significant narrowing of losses in CLC and New Initiatives.
- ▪The food delivery segment is showing positive economic trends, supporting profitability without a sharp revenue increase.
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