The earnings call reflects a balance between positive developments such as strong revenue growth, successful expansion in overseas markets, and advancements in AI, against challenges like intensified competition in the food delivery sector and ongoing challenges in grocery retail. The company is taking strategic steps to maintain its competitive edge and is committed to long-term growth.

Company Guidance -

Q2 2025

During the Meituan First Quarter 2025 Earnings Conference Call, management provided guidance and insights into the company's performance and strategic initiatives. Revenue for the first quarter increased by 18.1% year-over-year to RMB86.6 billion, with growth driven by both annual transacting users and active merchants reaching new highs. The company plans to invest RMB100 billion over the next three years to drive high-quality growth in the food service industry, focusing on empowering merchants, elevating supply quality, and stimulating consumption. Meituan's Core Local Commerce segment saw revenue growth of 17.8%, reaching RMB64.3 billion, with an operating profit of RMB13.5 billion. The new initiative segment, including Meituan Instashopping, reported a 19.2% increase in revenue. Management also highlighted the company's commitment to enhancing courier welfare, including plans to roll out occupational injury insurance nationwide by next year, and a new pension pilot program for couriers. Despite intensified competition, Meituan remains confident in maintaining market leadership and plans to leverage AI technology to refine user experience and operational efficiency.

Strong Revenue Growth

Meituan reported an 18.1% year-over-year increase in revenue for the first quarter of 2025, reaching RMB86.6 billion.

Expansion of Meituan Instashopping

Meituan Instashopping saw robust growth with over 500 million transacting users and expanded into new product categories, achieving over 60% order growth in non-food categories.

Successful Expansion in Overseas Markets

Keeta has become the largest food delivery player in Hong Kong and expanded operations to all major cities in Saudi Arabia. Meituan announced plans to invest $1 billion in the Brazilian market over the next five years.

Commitment to Courier Welfare

Meituan announced a pilot pension program and occupational injury insurance for couriers, covering over 7 million couriers and providing RMB1.5 billion in insurance coverage.

AI and Technology Advancements

Meituan has advanced its AI capabilities, with 52% of new code generated by AI and plans to launch AI-powered business decision assistants for the food service industry.

Meituan (MPNGF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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MPNGF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 22, 2025	2025 (Q2)	0.21 / -	0.301	―	―	―
May 26, 2025	2025 (Q1)	0.21 / 0.24	0.166	46.83% (+0.08)	―
Mar 21, 2025	2024 (Q4)	0.23 / 0.22	0.097	125.71% (+0.12)	―
Nov 29, 2024	2024 (Q3)	0.27 / 0.29	0.126	127.47% (+0.16)	―
Aug 28, 2024	2024 (Q2)	0.24 / 0.30	0.169	78.03% (+0.13)	―
Jun 06, 2024	2024 (Q1)	0.13 / 0.17	0.122	36.14% (+0.04)	―
Mar 22, 2024	2023 (Q4)	0.04 / 0.10	0.018	438.46% (+0.08)	―
Nov 28, 2023	2023 (Q3)	0.10 / 0.13	0.079	59.65% (+0.05)	―
Aug 24, 2023	2023 (Q2)	0.09 / 0.17	-0.025	777.78% (+0.19)	―
May 25, 2023	2023 (Q1)	0.02 / 0.12	-0.081	250.68% (+0.20)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

MPNGF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Mar 21, 2025	$21.13	$20.20	-4.40%
Nov 29, 2024	$23.49	$20.50	-12.73%
Aug 28, 2024	$13.74	$12.75	-7.21%
Jun 06, 2024	$14.31	$15.00	+4.82%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Meituan (MPNGF) report earnings?

Meituan (MPNGF) is schdueled to report earning on Aug 22, 2025, After Close (Confirmed).

What is Meituan (MPNGF) earnings time?

Meituan (MPNGF) earnings time is at Aug 22, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is MPNGF EPS forecast?

MPNGF EPS forecast for the fiscal quarter 2025 (Q2) is 0.21.

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