Meituan shifts delivery toward profit: what it means for Meituan stock

Published on 10/15/2026 at 11:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue rose 14.40 percent to RMB 104.64 billion year over year. Meituan stock costs EUR 8.60 on October 15, 2026, versus EUR 11.90 over 52 weeks.

Profit and reporting timeline

Meituan averaged over 73 million daily orders in September, according to an October 14, 2026 report.
Second-quarter revenue rose 14.40 percent year over year to RMB 104.64 billion.
Meituan stock traded at EUR 8.60 at 11:47 a.m. CEST at Lang & Schwarz on October 15, 2026.
Meituan's next quarterly report is scheduled for November 26, 2026.

Meituan, KYG596691041, Illustration mit AI erstellt.

Meituan (ISIN KYG596691041) averaged over 73 million daily orders in September, with profit per order reaching RMB 0.20 to RMB 0.30, according to Longbridge on October 14, 2026. The figures point to a shift from subsidy-led growth toward operating efficiency in Meituan's food delivery business. That shift gives the stock a more specific earnings question than revenue growth alone.

Delivery economics turn positive

The operating backdrop improved sharply in the second quarter of 2026. Meituan reported revenue of RMB 104.64 billion, up 14.40 percent from the prior-year quarter, while operating profit reached RMB 2.69 billion versus RMB 226.35 million a year earlier, according to FilingReader on September 28, 2026.

The improvement was not uniform across the company. New initiatives revenue increased 23.30 percent to RMB 60.09 billion in the first half of 2026, while core local commerce revenue rose 5.10 percent to RMB 135.59 billion, according to the same results report.

Three milestones shape the story

Meituan's recent sequence is clear: first-quarter revenue reached RMB 91.00 billion on June 1, 2026; second-quarter revenue rose to RMB 104.64 billion on August 28, 2026; and the October 14, 2026 update put September daily orders above 73 million. The first two results are summarized by Stock Analysis, while the latest operating detail comes from Longbridge.

What does profit per order mean?

The key test is whether the RMB 0.20 to RMB 0.30 profit per order reported for September can persist as order volume expands. The second-quarter rebound offers a useful benchmark: adjusted net profit was RMB 2.52 billion, up 69.00 percent year over year, but the six-month period still recorded an operating loss of RMB 3.78 billion, according to FilingReader's September 28, 2026 report.

Next reporting date

Meituan's next quarterly report is scheduled for November 26, 2026, according to the dated calendar information on wallstreetONLINE. That release should show whether the September order economics carried into the October quarter.

Stock and valuation context

Meituan was trading at EUR 8.60 at Lang & Schwarz on October 15, 2026 at 11:47 a.m. CEST. Its 52-week range was EUR 7.13 to EUR 11.90, while market capitalization stood at EUR 49.3 billion as of October 15, 2026. The stock's immediate story is therefore tied to the durability of delivery profitability rather than revenue growth alone. The further course of trading is shown by the continuously updated real-time quote of Meituan stock.