美团:风雨前的阳光?外卖大战“乌云”正压境

海豚投研
26 May

5月26日港股盘后,此轮外卖大战中的最后一家——美团也发布了一季度业绩。整体来看,总营收和调整后利润指标都比预期高出约10亿。虽无特别惊喜之处,可谓不错的表现。不过,在外卖大战全面铺开的二季度的指引显然更为重要,本季业绩核心要点如下:1、本季核心本地商业板块下配送收入的同比增长了22.1%,较上季明显提速。且比预期高出约6亿,是美团本季整体营收超预期的最大功臣。由于美团不再披露即配单量数据,不能...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10