E114: China’s Didi and Meituan clash in Brazil’s food delivery market

In this episode of The Impulso Podcast, the hosts discuss Didi's relaunch of its food delivery operations in Brazil, branded as 99Food. They delve into Didi's history in Latin America, its previous unsuccessful attempt at food delivery in Brazil, and the competitive landscape dominated by iFood. The conversation explores Didi's strategic advantages, including its established ride-hailing infrastructure, FinTech operations, and experience in Mexico. They also speculate on Didi's potential strategies for targeting different customer segments and the looming threat of competition from Meituan, drawing parallels to Chinese tech companies' expansion tactics and the importance of local market knowledge. The hosts conclude by expressing their intent to visit Brazil to further investigate the market dynamics.