事项:2 月11 日,京东外卖正式启动“品质堂食餐饮商家”招募,2025 年5 月1 日前入驻的商家全年免佣金。国信互联网观点:1)京东外卖是辅助京东到家的支持性业务,不会获得集团大量资源和关注度。流量看,类比美团外卖/闪购年购买用户5/3 亿人,即时零售渗透率60%且持续提升;京东主站/到家年购买用户6亿/不到1 亿人,即时零售渗透率不到20%,京东App 用户近场零售/外卖的心智相对美团仍然...
Source Link事项:2 月11 日,京东外卖正式启动“品质堂食餐饮商家”招募,2025 年5 月1 日前入驻的商家全年免佣金。国信互联网观点:1)京东外卖是辅助京东到家的支持性业务,不会获得集团大量资源和关注度。流量看,类比美团外卖/闪购年购买用户5/3 亿人,即时零售渗透率60%且持续提升;京东主站/到家年购买用户6亿/不到1 亿人,即时零售渗透率不到20%,京东App 用户近场零售/外卖的心智相对美团仍然...
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