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Meituan
Meituan (3690) investor relations material
Meituan Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary28 Aug, 2026
Executive summary
Total revenue grew 14.4% year-over-year to RMB 104.6 billion in Q2 2026, with net profit turning positive at RMB 2.2 billion, marking a significant turnaround from prior quarters.
Adjusted EBITDA and adjusted net profit increased 47.3% and 69.0% year-over-year, respectively, reflecting improved operational efficiency and profitability.
Both core local commerce and new initiatives delivered solid results, driven by improved business quality, operational efficiency, and AI advancements enhancing consumer and merchant experiences.
Expansion continued in grocery, retail, and overseas markets, with notable efficiency gains and ecosystem investments.
Operating profit for Q2 2026 was RMB 2.7 billion (2.6% margin), up from RMB 226 million (0.2% margin) in Q2 2025.
Financial highlights
Revenue increased 14.4% year-over-year to RMB 104.6 billion; net profit reached RMB 2.2 billion (+490% YoY).
Adjusted EBITDA: RMB 4.1 billion (+47.3% YoY); adjusted net profit: RMB 2.5 billion (+69.0% YoY).
Gross profit: RMB 35.1 billion (+16.7% YoY); gross margin improved due to operating leverage and retail business efficiency.
Cash, cash equivalents, and short-term treasury investments totaled RMB 168.3 billion as of June 30.
Investment portfolio valued at nearly RMB 77.3 billion, with RMB 22.2 billion gain in other comprehensive income.
Outlook and guidance
Management expects continued high-quality growth, focusing on product innovation, AI integration, and ecosystem empowerment.
Food delivery unit economics expected to improve year-over-year in Q3, though seasonality and higher subsidies will impact sequential results.
New initiative segment losses in 2026 expected not to exceed 2025 levels, with focus on operational optimization.
Plans to expand digital transformation initiatives to 400 county-level regions, supporting over 500,000 merchants.
Long-term investments in technology, fulfillment, and international expansion to drive future value.
Keeta's progress in Middle East and Brazil
AI impact on merchant digital transformation
Nature of the RMB 22.2 billion OCI gain
Food delivery Q3 unit economics trend outlook
Keeta expansion pace and loss budget for Brazil
Plan to monetize investment portfolio assets
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Meituan
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Next Meituan earnings date
Q3 202627 Nov, 2026
Meituan
Next Meituan earnings date
Q3 202627 Nov, 2026
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