百度外卖的没落之路，美团和饿了么打架把百度外卖打没了？
2014 年百度外卖诞生，一年后就占据北京市场的头把交椅，市场订单量是同时期美团的 10 倍左右，是饿了么的 6 倍左右。但是，紧接着，美团和大众点评合并，饿了么获得阿里巴巴投资，两家平台在资源整合中迅速壮大，然而，百度外卖最终却被饿了么收购。
百度外卖曾经领跑外卖市场，那个时候饿了么和美团在高校打得不可开交，根本没有精力顾及白领市场，于是百度就从这个空白切入，相对于学生，白领的特点是消费能力强、客单高。根据艾瑞、易观等第三方数据机构的数据显示，白领的市场份额能占到整个外卖市场中的六成，远高于校园的三成。由于切入点正确， 再加上集团资金和流量的支持，百度外卖的订单量飞速提升，2015年三季度，百度外卖在北京的专送订单数是美团外卖的10倍。
2015年底到2016年年初，外卖行业接连出现巨额融资。2015年8月，饿了么宣布完成F轮系列融资，总计6.3亿美元；三个月后又和阿里巴巴集团签署投资框架性协议，阿里巴巴集团投资饿了么12.5亿美元。2016年1月，合并后的美团-大众点评宣布完成超33亿美元的融资，背后出现腾讯的身影，估值一举超过150亿美元，拿到钱后的两家发动了战役，一方面他们密集地招募地推人员，抢夺独家店铺，另一方面在用户端发起新一轮的补贴。美团和饿了么开始打价格战，疯狂烧钱发补贴，美团曾补贴 42 亿，饿了么跟风推出补贴 30 亿元，这种大手笔的消耗，两家期望依靠资本的加持快速取胜。
但是百度外卖没有紧跟这场战役，它的市场份额依靠惯性仍呈现上升态势，于是百度放松警惕把很大一部分人力、财力放在搭建外卖生态链上，2015年10月，百度外卖投资成立了甄选食品公司来做中央厨房，注册了包括巩大夜宵、17 饭、有家下午茶、顶味源等在内的多个餐饮商标。除了中央厨房外，百度外卖又陆续上马了生鲜、食材供给、商超、众包、电商平台质选生活等项目。当时百度开了N多条线，能想到的都要做。
当竞争对手调集兵力集中猛攻时，百度外卖却把精力分散出去。回想当时的情形，百度外卖在战略上的迷茫是之后百度外卖败退的主因。
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