印度的食品交付应用在2025年第4季度增长了20.5%-21.3%,其驱动因素是节庆、价格降低和较小城市的扩张。
Indian food delivery apps grew 20.5%–21.3% in Q4 2025, driven by festivals, lower prices, and expansion in smaller cities.
印度的主要食品供应平台 — — Swigigy、Zomato和魔术师 — — 在10月至2025年12月季度实现了强劲增长,年同比总订单价值增长20.5%至21.3%,其驱动力是喜庆需求、负担得起的菜单以及扩大二级和三级城市的用户基础。
India's major food delivery platforms—Swiggy, Zomato, and magicpin—saw strong growth in the October–December 2025 quarter, with year-on-year gross order value increases of 20.5% to 21.3%, driven by festive demand, affordable menus, and expanding user bases in tier-II and tier-III cities.
Swiggige报告每月有2 430万个交易用户,Zomato达到2 490万个,魔术师注意到主要城市的GOV增长超过40%。
Swiggy reported 24.3 million monthly transacting users, Zomato reached 24.9 million, and magicpin noted over 40% GOV growth in key cities.
改善单位经济和战略定价,包括降低最低订单和忠诚方案,支持了反弹,平台投资于营销和产品创新,以便在激烈竞争中保持势头。
Improved unit economics and strategic pricing, including lower minimum orders and loyalty programs, supported the rebound, with platforms investing in marketing and product innovation to sustain momentum amid intense competition.