Keeta在沙特的赌局：美团的打法夺冠应用榜，一年稳坐第一

做的是什么生意

Keeta is Meituan's international food-delivery app: consumers order from local restaurants, with heavy new-user discounts, free delivery campaigns, and an expanding local rider network.

启动资金：Meituan has not disclosed Keeta-specific spend; its management stated plans to invest $1B in Brazil over five years, signalling the scale of its overseas bet.

起因

After testing in Hong Kong from May 2023, Meituan picked Saudi Arabia as its first Middle East market, launching Keeta in Riyadh in October 2024, attracted by high smartphone penetration, growing delivery demand, and less crowded competition.

经过

Expansion was fast: three months after launch Keeta covered nine cities—nearly half the population—and by July 2025 it reached 20+ cities. Redseer measured about 10% order share within months; the top two local platforms' combined share fell 1 point and other rivals fell 9 points in its first four months. Citi and Morgan Stanley tracked it as a credible threat to Jahez's #2 position.

结果

Still scaling: Citi said in September 2025 Keeta remained Saudi Arabia's #1 delivery app nearly a year after launch; it had launched in Qatar and Kuwait (both #1 in downloads on day one) with UAE entry expected and Brazil pilots planned.

可借鉴之处

经过验证的国内打法可转移，当进入方先赢得供给侧——餐厅和骑手——时，市场份额领先地位会巩固成持久地位。