全面盈利后,叮咚买菜为何难言“企稳”?

投资时报
21 May

去年第四季度,叮咚买菜GMV实现65.5亿元,同比增长18.4%;收入为59.1亿元,同比增长18.3%。今年第一季度,上述两项数据已下滑至单位数增长投资时间网、标点财经研究员 董琳在去年实现全面盈利后,叮咚买菜(下称叮咚买菜,DDL.N)开始进入经营发展新周期。前几年,叮咚买菜秉持“效率优先,兼顾规模”的发展战略,连续调整市场并加码自有品牌。自2022年开始,叮咚买菜从厦门、珠海、天津、中山、...

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