{"rewrite":{"id":"r_e495acb46662e8f0dae5cd46","clusterId":"c_662d95c106a67ef323a90734","slug":"kddi-to-end-food-delivery-service-menu-and-liquidate-subsidiary","model":"deepseek-v4-flash:free","headline":"KDDI to End Food Delivery Service 'menu' and Liquidate Subsidiary","summary":"KDDI announced on August 19 that it will terminate the food delivery service 'menu' on September 30 and dissolve its subsidiary menu Inc. The service expanded with Rarezon Holdings, but KDDI decided to redirect management resources after reviewing the competitive environment and future prospects. The termination follows continued expansion, including new Tokyo and Kanagawa coverage in October 2025.","whyItMatters":"The shutdown of a service that expanded as recently as October 2025 shows how intense competition in Japan's food delivery market is forcing even well-backed operators to exit.","webCardHtml":"\u003cp\u003eKDDI\u0026#39;s relationship with menu began in 2021, when a capital and business alliance made menu an equity-method affiliate. Additional investment in 2022 tied the service to the au economic zone, including free delivery for au Smart Pass Premium members.\u003c/p\u003e\u003cp\u003eDespite that backing, menu kept adding service areas, most recently in Tokyo and Kanagawa in October 2025. The termination on September 30, with the company to be dissolved and liquidated, follows a review of the competitive environment and future business prospects.\u003c/p\u003e","blueskyPost":"KDDI's exit from 'menu' shows telcos are retreating from food delivery. The service expanded into Tokyo and Kanagawa in October 2025, yet the parent still pulled the plug within a year.","twitterPost":"KDDI ends 'menu' after expanding coverage in October 2025. The expansion didn't change the competitive math.","threadsPost":"KDDI is shutting down 'menu' and dissolving menu Inc. The timing is the detail: the service added Tokyo and Kanagawa coverage in October 2025, then got terminated less than a year later. The expansion wasn't enough to survive the delivery market's cost structure.","newsletterBlurb":"KDDI will terminate its food delivery service 'menu' on September 30 and dissolve subsidiary menu Inc. The decision follows a review of the competitive environment, despite recent service area expansion in Tokyo and Kanagawa.","attributionJson":"[{\"source\":\"ASCII.jp\",\"url\":\"https://ascii.jp/elem/000/004/427/4427752/?rss\",\"title\":\"KDDI to End Food Delivery Service 'menu' Amid Intense Competition\"}]","lintFlagsJson":null,"lintHits":0,"costUsd":0,"inputTokens":4138,"outputTokens":498,"status":"published","repairAttempts":0,"nextRepairAt":null,"factsAttemptedAt":1787117150,"createdAt":"2026-08-19T05:17:40.000Z","publishedAt":"2026-08-19T05:21:44.000Z","updatedAt":"2026-08-19T05:17:40.000Z"},"cluster":{"id":"c_662d95c106a67ef323a90734","canonicalTitle":"KDDI、フードデリバリー「menu」終了へ　競争の厳しさ鮮明に","representativeArticleId":"a_35e2e91f48557c4a0f1f04a9","sourceCount":2,"writtenSourceCount":1,"writeAttempts":0,"isSolo":false,"entitiesJson":"{\"anime_titles\":[],\"manga_titles\":[],\"work_titles\":[\"menu\"],\"studios\":[],\"people\":[],\"type\":\"business\",\"domain\":\"other\",\"is_roundup\":false}","contentType":"news","status":"published","firstSeenAt":"2026-08-19T04:40:00.000Z","lastSeenAt":"2026-08-19T07:27:52.000Z","updatedAt":"2026-08-19T07:34:07.000Z"},"attribution":[{"source":"GAME Watch (Impress)","url":"https://game.watch.impress.co.jp/docs/news/2133921.html","title":"フードデリバリーサービス「menu」9月30日に終了。市場を取り巻く競争環境の変化など理由に"},{"source":"ASCII.jp","url":"https://ascii.jp/elem/000/004/427/4427752/?rss","title":"KDDI、フードデリバリー「menu」終了へ　競争の厳しさ鮮明に"}],"entities":{"anime_titles":[],"manga_titles":[],"work_titles":["menu"],"studios":[],"people":[],"type":"business","domain":"other","is_roundup":false},"keyFacts":null}