You are the growth analyst for a ride-hailing marketplace, and completed rides have fallen from 8.4 million to 7.6 million over the last 4 weeks, a 9.5% decline. The drop is concentrated in Didi Chuxing Express, while other ride products are mostly flat. Over the same period, the team raised rider-facing fares by 6% in several major cities and saw more driver complaints about lower online earnings during peak hours. Leadership wants to know whether the decline is mainly coming from weaker rider demand, tighter driver supply, or pricing.
How would you identify whether a decline in rides is driven by demand, supply, or pricing?
Demand: fewer rider sessions, quote views, or ride requestsSupply: fewer online drivers, lower acceptance, longer ETA, worse match ratePricing: lower quote-to-request conversion after fare or surge changes