叮咚买菜:即时零售夹缝中的艰难求存

财中社
May 29, 2025

叮咚买菜(DDL)连续10季Non-GAAP盈利、5季GAAP盈利,却难掩增长乏力窘境。在激烈竞争下,曾是避风港的“长三角根据地”正沦为激烈战场,叮咚买菜在夹缝中艰难求存。连续盈利,GMV增速下滑叮咚买菜创始人兼CEO梁昌霖在2025年Q1财报电话会上强调“一寸窄、一公里深”的区域深耕策略,称公司“不能只做搬运工”。来源:叮咚买菜2025Q1财报截图,下同2025年一季度,公司营收54.8亿元,...

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