京东电话会:中国外卖市场“完全容得下多个平台”,现阶段更关注用户体验

华尔街见闻
May 13, 2025

京东外卖业务发展迅猛,日单量接近2000万。京东首席执行官许冉在电话会上强调,中国外卖市场规模庞大,“完全容得下多个平台”,而市场上仍有大量未被满足的需求。她还表示,外卖战略深植于京东生态系统,短期投入后将寻求长期协同效应,现阶段更关注用户体验。一季度,京东拿出了一份亮眼的业绩报告:营收、净利润双双超预期,核心零售业务盈利能力增强,包括外卖业务在内的新业务收入大幅增长。投资者密切关注京东外卖的发展...

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